Diploma PLC (DPLM) Q2 2025 Earnings Call

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WEBVTT 00:00:00.031 -- 00:00:05.376 Good day and welcome to the Diploma PLC Half Year Results 2025 00:00:05.376 -- 00:00:10.401 Webcast and Conference Hall. At this time, I would like to turn the conference over 00:00:10.401 -- 00:00:14.305 to Johnny Thompson, Chief Executive Officer. 00:00:14.305 -- 00:00:16.746 Please go ahead. 00:00:17.729 -- 00:00:22.573 Thank you. Good morning, everyone, and welcome to our first half results update. 00:00:22.573 -- 00:00:25.715 I'm joined, as usual, by our CFO, Chris Davis. 00:00:25.715 -- 00:00:30.221 And it's the usual agenda. I'll start with an overview and then Chris will take you through 00:00:30.221 -- 00:00:35.047 the numbers before I come back to talk about the businesses, questions and answers as 00:00:35.047 -- 00:00:41.092 usual at the end. So let's get straight into it. 00:00:41.595 -- 00:00:46.322 We're making good progress this year, and I'm really pleased with a very strong performance 00:00:46.322 -- 00:00:49.070 again in the half. 00:00:49.070 -- 00:00:54.075 Sustainable quality compounding, in my mind, is about the ambition to grow 00:00:54.075 -- 00:00:59.220 our earnings primarily through great organic growth, together with the disciplines 00:00:59.220 -- 00:01:04.405 that make it sustainable, primarily measured by returns, and to deliver these 00:01:04.405 -- 00:01:08.109 in the good times and the bad. 00:01:08.109 -- 00:01:11.272 Earnings growth of 23% at 19% 00:01:11.272 -- 00:01:17.156 returns in the half demonstrate well these compounding credentials. 00:01:17.538 -- 00:01:22.426 The environment is of course a bit uncertain, but the quality and diversification of 00:01:22.426 -- 00:01:27.654 our portfolio together with our differentiated local business model allow 00:01:27.654 -- 00:01:30.759 us to navig...