Slide 1: Accsys Technologies PLC Analyst site visit
April 2026 Accsys Technologies PLC Analyst site visit
Slide 2: Presentation Team
PRESENTATION TEAM Dr Jelena Arsic van Os Sameet Vohra CEO CFO Joined the Accsys Board in June 2023. Joined the Accsys Board in September Over 25 years’ experience in senior 2024. More than 30 years’ experience executive leadership roles in large-cap in finance, with over 20 years’ multinational comp
Slide 3: Disclaimer
Disclaimer The information contained within this presentation is derived solely from publicly available information as at 16 April 2026. During the course of this presentation and any subsequent discussion, questions and answers will be limited to information currently in the public domain and, spec
Slide 4: Changing wood to change the world
OUR PURPOSE Changing wood to change the world. Changing wood is what we do, and we do it to change the world for the better. 4
Slide 5: Industry Disrupter: high performance premium sustainable wood products
Industry Disrupter: high performance premium sustainable wood products ACCOYA ACCOYA COLOR TRICOYA APPLICATIONS APPLICATIONS Outdoor Windows Windows Speciality Submerged Cladding Decking Landscaping Cladding and & Doors & Doors Wet Interiors Components Furniture BETTER THAN OTHER MATERIALS BECAUSE P
Slide 6: Our manufacturing facilities in Europe and the USA
Our manufacturing facilities in Europe and the USA ARNHEM, NETHERLANDS BARRY, WALES KINGSPORT, USA • First of its kind chemical process • Acquired in 2021 • JV Accoya USA • Operational since 2007 • Accoya colouring and profiling • Replica of Arnhem Accoya process • Able to operate at maximum capacit
Slide 7: High barrier to entry
UNIQUE VALUE PROPOSITION High barrier to entry A genuine premium product with low maintenance costs, an unrivalled Product differentiation 50-year warranty, and fully protected by patents & trade secrets. IP protection 26 patent families across 45 countries, >300 patents Industry leading recognised
Slide 8: Our addressable markets
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Slide 9: We operate in a large, growing market with strong global demand drivers
We operate in a large, growing market with strong global demand drivers Housing shortages Sustainable Urbanisation and and aging stock construction and population growth biophilic design ~4% mid-term CAGR* 9% mid-term CAGR* Global construction materials market Global modified wood market *Oxford Eco
Slide 10: Significant market share opportunity in Core Markets
Significant market share opportunity in Core Markets driven by market trends and value proposition 8.6m m³ Market share opportunity Addressable market US Cladding, decking, windows and doors, Wood (addressable) 1.9m m³ Market share opportunity Addressable market Europe* Cladding, decking, windows an
Slide 11: A commercial model built to drive growth
A commercial model built to drive growth PRIMARY FOCUS TIER 1 TIER 2 TIER 3 Direct distribution and sales Indirect Education and awareness Sub-distribution Builder Specification Retail / Lumber Yard Contractor Architect Approved manufacturer House owner Relationship and mutual performance Primary de
Slide 12: Our end markets: revenue split by product and application
OUR END MARKETS FY25 Wood revenue split by product FY25 Estimated revenue split by end FY24 Wood revenue split by pro application estimate 5% 32% 36% 25% Accoya Accoya Color Accoya for Tricoya Cladding Decking Windows and doors Other applications 12
Slide 13: Pricing premium reflects our value add
Pricing premium reflects our value add N. America: Cladding / Siding Germany: Decking UK-I: Windows & Doors Cost per unit of wood Cost per unit of wood Cost per unit of wood Thermally modified US hardwood Thermally modified US hardwood Accoya Kebony Accoya Accoya Ipe Ipe Clear grade cedar Grandis Th
Slide 14: Winning value proposition across core product applications
Winning value proposition across core product applications CLADDING DECKING WINDOWS 300% Wood price premium 250% Wood price premium 240% Wood price premium 35% Installed clad wall premium 60% Built deck premium 10% Finished window premium Cladding value proposition: Decking value proposition: Window
Slide 15: Capturing the US market opportunity
Capturing the US market opportunity GROWING AHEAD OF THE COMPETITION >75% of US sales are decking and cladding Sept 2024 >90% $4.12Bn Opening of Accoya USA New US homes use Value of US timber timber construction¹ construction materials market² Decking and cladding 2024-27 CAGR DECKING Cedar and redw
Slide 16: Specified for a huge range of projects
SPECIFIED FOR A HUGE RANGE OF PROJECTS: FROM REFURBISHMENT TO NEW BUILD, COMMERCIAL TO RESIDENTIAL Accoya decking, Bow Bridge, NYC Google landscraper HQ, London Kings Cross, Accoya facade Moses Bridge, NL Photography – Aaron Locke Residential Accoya Greywindows decking and doors cladding, Modern hom
Slide 17: Inflection point in our journey
03 Inflection point in our journey 17
Slide 18: Our Strategy
OUR STRATEGY ‘\ F | FUNDAMENTALLY STRONG O C | | OPERATIONALLY CUSTOMER CENTRIC EFFICIENT AND PREFERRED U | UNITED TEAM S | SAFE AND SUSTAINABLE /\ Accsys 18
Slide 19: Executing on our growth strategy FY24 – FY30
Executing on our growth strategy FY24 – FY30 Phase One Phase Two Phase Three FY24-27 Underway FY28-30 FY30 TRANSFORM OPTIMISE GROW & IMPROVE • Sustainable profitable growth • Operational efficiencies implemented • Expansion concept in the US proved from existing assets – delivered • Full nameplate c
Slide 20: Current forecasts for sales volume growth over Phases 1 and 2
Current forecasts for sales volume growth over Phases 1 and 2 Total 120k m3 Production can double 120 with minimal investment Total 100k m3 c. 100 35-40 Optimising asset utilisation c. Total 25-30 80 Driving operational 63.9k m3 c. excellence m3 ‘000s 80-85 c. 60 63.3 6.8 70-75 100,000 m3 volume at
Slide 21: FOCUS strategy execution to drive revenue growth
FOCUS strategy execution to drive revenue growth €m 300 Volume growth drives Total CAGR +14%¹ revenue growth c. 60 Group CAGR +11% 250 CAGR +11% Geographical (FY25-FY30) diversification (FY21-FY24) c. 230 200 Maintaining a high c. 27² average selling price 150 162 10.8 c. 150³ Innovation with 136.2
Slide 22: Delivering EBITDA growth and sustainable margin progression
Delivering EBITDA growth and sustainable margin progression 60 16% >15% Volume growth drives 14.1% 14% adjusted EBITDA growth Profit growth delivered by 50 c. 14 12% c. 230 increased volumes and 40 operational leverage 10% 10.1% c. 40 Increased returns without significant increase in 30 8.6% 8% capi
Slide 23: Net Debt – de-leveraging through organic growth
Net Debt – de-leveraging through organic growth Strategy execution will generate significant increase in operating 50 cash flow 45 44.1 Growing the margin through 42.6 2.5x operational excellence 40 Prioritising organic growth and 37.1 4.4x balance sheet efficiency c. 230 35 Target operating cash fl
Slide 24: Arnhem site operations
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Slide 25: Delivery model key for the company strategy
ARNHEM SITE Delivery model key for the company strategy • Current production capacity 80,000 m³ (4 reactors) • Arnhem facility operates at circa 17% EBITDA- margin • 165 colleagues: 104 production; 14 R&D + Quality; 9 Engineering; 38 support staff • Innovation Hub • 20,000m² external warehousing 25
Slide 26: Operational optimisation: unlocking the full potential of our primary asset
OPERATIONAL OPTIMISATION: UNLOCKING THE FULL POTENTIAL OF OUR PRIMARY ASSET TRANSFORMATION PROGRAMME TO MAKE ARNHEM OPERATE LIKE A “SWISS CLOCK” End FY27 Focusing on zero harm Journey to Zero LTI ROADMAP 2025 - 2027 Reliability and availability ~20% increase annually from current volumes Operational
Slide 27: Mastering the supply chain end to end
MASTERING THE SUPPLY CHAIN END TO END PROCESS IS A KEY INGREDIENT Key to driving efficiencies, cash conversion Secured access to long term supply Investing in technology and Embed "end-to-end thinking" of cost competitive raw materials operating systems Highest quality at every step to reduce from d
Slide 28: Arnhem is past peak investment and evolving to be a mature production facility
IN SUMMARY Arnhem is past peak investment and evolving to be a mature production facility A SOLID PROFITABLE GROWTH WITH NO SECURED MAXIMISING BASE ADDITIONAL CAPEX: SUPPLY: RETURNS: Provides a sound platform for +20-25% capacity in Arnhem Secured and diversified Solid Roots to optimise further prof
Slide 29: R&D Innovation
05 R& Innovation /\ accsys
Slide 30: Disrupting the traditional wood market with our new technology and innovation
COMMITTED TO CONTINUOUS INNOVATION Disrupting the traditional wood market with our new technology and innovation Since 2007 we have significantly improved efficiencies: Production cycle times reduced by ~40% and further 5-10% opportunity under investigation. Batch volumes: increased 15% and further
Slide 31: Innovation with new processes and products: what's to come?
INNOVATION WITH NEW PROCESSES AND PRODUCTS: WHAT’S TO COME? New wood species Fire classification / Fire retardant Accoya and sourcing geographies (through partnerships) Process innovation: cycle time; Accoya Color energy efficiency; capacity utilisation product range expansion 31
Slide 32: Rigorous patent protection to 2040 and beyond
RIGOROUS PATENT PROTECTION TO 2040 AND BEYOND ACCOYA PROCESS ACCOYA COLOR TRICOYA PROCESS 2010 2015 2020 2025 2030 2035 2040 2045 Production processes and products have been protected in 45 countries by 26 patent families Intellectual property: (>300 granted patents). - Continue to protect our busin
Slide 33: We will continue to disrupt the traditional wood market
IN SUMMARY We will continue to disrupt the traditional wood market with our new technology and innovation through: PRODUCT: PROCESS: PATENTS: PARTNER: Drive growth through Continuous improvement Further develop our Remain an attractive innovation and to support margin growth, strong patent position,
Slide 34: Accsys Investment Case
ACCSYS INVESTMENT CASE Substantial growth opportunity 1 Inflection point with potential to deliver significant shareholder value 2 Industry disrupter: IP backed, sustainable premium wood products 3 Growing and sizeable addressable markets underpinned by strong brand 4 Established manufacturing footp
Slide 35: Contact Details
CONTACT DETAILS accsysplc.com Accsys HQ and Group Sales Accsys Manufacturing Accsys Sales Office Accoya Color Manufacturing Plant and Marketing Office Plant and Global Accoya USA Unit 10 Atlantic Trading Estate 4th Floor Technology Centre Building 470 Barry 3 Moorgate Place Westervoortsedijk 73 200