MACFARLANE GROUP PLC (MACF) — Interim results for the six months ended 30 June 2026

Investor webinar replay

Replay transcript excerpt

Good morning, and welcome to the MACFARLANE GROUP PLC investor presentation. Throughout this recorded presentation, investors will be in listen only mode. Questions are encouraged and will be submitted at any time via the q and a tab situated on the right hand corner of your screen. Simply type in your questions and press send. The company may not be in a position to answer every question it receives during the meeting itself. However, the company can review all questions submitted today and publish responses where it's appropriate to do so. Before we begin, I'd like to submit the following poll. I'd now like to hand you over to Peter Atkinson, CEO. Good morning, sir. Good morning, everybody, and thank you for joining our meeting this morning. We're here to review the filing group's first half results for 2026. I'm Peter Atkinson, the group's CEO, and here with my colleague, Ida Gray, the group CFO. Let me begin by sharing the agenda. What we'll do is I will start the meeting by talking about the key features of the H1 performance in terms of an executive summary. Either of them will take you through the numbers in terms of results, cash flow and review our capital allocation program. I'll then put a bit of color to the numbers by talking to the individual business unit performances. We'll then talk about sustainability and update you on where we are with pension scheme, and I'll make some concluding remarks before we turn over to questions. So before I summarize h one, let's just remind everybody. I know some of you are new to the business. Some of you know the business quite well, but just remind you what it is we do. Basically, MACFARLANE, through its various divisions, work with businesses cost cost effectively protect their products through the supply chain jour...