Slide 1: Essential Infrastructure Solutions – Half Year 2026 Results Presentation
Essential Infrastructure Solutions Half Year 2026 Results Presentation May 2026
Slide 2: Presentation Team and Agenda
Presentation Team Agenda Charles Sweeney • Introduction to Nexus Infrastructure plc Chief Executive Officer • HY26 Strategy and Progress • Key Financials • Review of Markets • Summary and Close Dawn Hillman Chief Financial Officer 2 Nexus Infrastructure plc | HY26 results presentation May 2026
Slide 3: Delivering Essential Infrastructure Solutions
Delivering Essential Infrastructure Solutions Housebuilding sector Water, rail, highways, rivers & marine sectors 3 Nexus Infrastructure plc | HY26 results presentation May 2026
Slide 4: Tamdown Group Limited
Tamdown Group Limited • Focussed on housebuilding sector • Strong brand which has been developed over 49 years with a loyal customer base • Civil engineering of site enabling, earthworks, roads, drainage systems, trenching and foundations • Recognised for its experience and capabilities in complex,
Slide 5: Coleman Construction & Utilities Limited
Coleman Construction & Utilities Limited • Delivering infrastructure projects for over 25 years in water, rail, highways and rivers & marine sectors • Current operating areas – Kent / East Sussex through to Hampshire • Water Sector – transitioning into new AMP8 five-year programme of activity • Rail
Slide 6: HY26 Strategy and Progress
HY26 Strategy and Progress Growing with Expanding Focus on our customers our market financial delivery Building and growing customer Introducing diversification to reduce the Improving financial performance by relationships, supported by high-quality impact of market cycles and to access continually
Slide 7: Key Financials
Key Financials 7 Nexus Infrastructure plc | HY26 results presentation May 2026
Slide 8: Financial Highlights – HY26
Financial Highlights – HY26 Revenue (£m) Gross Profit (£m) Operating (loss)/Profit before exceptional items (£m) £32.3m H1 26 32.3 £4.9m H1 26 4.9 -£0.8m H1 26 (0.8) +5.6% +6.1% +27.3% H1 25 30.6 H1 25 4.6 H1 25 (1.1) H1 24 25.8 H1 24 3.5 H1 24 (1.3) • Group revenue increased by 5.6% • Group gross m
Slide 9: Group Performance
Group Performance Unaudited H1 H1 £m 2026 2025 • Group revenue increased by 5.6% to Revenue 32.3 30.6 £32.3m (HY25: £30.6m), in line with Gross Profit 4.9 4.6 market expectations, with an (0.8) (1.1) improvement in gross margin to 15.1% Operating loss before exceptionals (HY25: 14.9%). Exceptional i
Slide 10: Balance Sheet
Balance Sheet Unaudited H1 H1 £m 2026 2025 • Strong balance sheet maintained, with Property, plant & equipment 4.5 6.5 cash and cash equivalents of £8.5m (HY25: £9.6m). Right of use assets 11.6 10.1 • Net assets remain robust at £26.2m Goodwill 3.6 4.6 (HY25: £28.1m). Receivables & contract assets 2
Slide 11: Review of Markets
Review of Markets 11 Nexus Infrastructure plc | HY26 results presentation May 2026
Slide 12: Housebuilding sector
Housebuilding sector Pre Middle East Conflict Middle East Conflict Tamdown’s Position • Early indications of an • Market news from • Site activity high improving market – developers on near-term planning applications outlook varies • Order book very healthy significantly up, mortgage rates easing, s
Slide 13: Strategy in action – Persimmon, Haverhill Phase 4A
Strategy in action Persimmon | Haverhill Phase 4A Type: Residential infrastructure and groundworks Value: c£4m Duration: 18 months • Project Awarded - January 2026 • 300 meters of Infrastructure: roads, sewers, and utilities • 90 residential units (30% affordable housing) • Consideration of impact o
Slide 14: Strategy in action – Bellway Homes, Rivenhall
Strategy in action Bellway Homes | Rivenhall, Essex Type: Residential infrastructure and groundworks PROJECT Value: c£17m UPDATE Duration: 5 years 18 months of progress • Project Awarded - January 2025 • 225 residential units (30% affordable housing) • Tamdown have constructed 78 plots to oversite w
Slide 15: Water sector
Water sector AMP8 Planned Activity AMP8 After Year 1 Coleman’s Position • £104bn total expenditure • Commitments unchanged • Working on other (smaller) (vs £61.5bn AMP7) but much slower start than projects planned • Southern Water • Active on early phases of expenditure £8.5bn (vs • Delays in design
Slide 16: Strategy in action – Bridges, Fordcombe
Strategy in action Bridges | Fordcombe Type: Smaller project Value: <£0.5m Duration: 5 months • Pre-cast concrete retaining wall • Concrete slabs and hardstandings • Pipeworks and chambers • Ducting and drawpits 16
Slide 17: Summary
Summary 17 Nexus Infrastructure plc | FY25 results presentation March 2026
Slide 18: Summary: Strategy and HY26 Outlook
Summary Strategy HY26 Outlook • Continued growth trajectory • Increased site activity at end of • Revenue up 5.6% H1 is continuing into H2 • Gross Margin increased to • Strong order book provides visibility for H2 15.1% • Duration of Middle East conflict • Strong order book of £87.9m is key up 9% •
Slide 19: Appendix
Appendix 20 Nexus Infrastructure plc | HY26 results presentation May 2026
Slide 20: Board
Board Claire Lacey Charles Sweeney Dawn Hillman Interim Chair Chief Executive Chief Financial Officer Officer Appointed to Board: 2022 Appointed to Board: 2023 Appointed to Board: 2023 Core strengths and experience Core strengths and experience Core strengths and experience • Significant experience
Slide 21: Nexus Infrastructure plc contact details
Nexus Infrastructure plc Nexus Park, Avenue East Skyline 120, Great Notley Braintree, Essex CM77 7AL www.nexus-infrastructure.com