REACT GROUP PLC (REAT) — Interim results for the six-month period ended 31 March 2025

Investor webinar replay

Replay transcript excerpt

Good afternoon, and welcome to the REACT GROUP PLC interim results investor presentation. Throughout the quarter presentation, investors will be in listen only mode. Questions are encouraged, and they can be submitted at any time by the Q and A tab situated in the right hand corner of your screen. Just simply type in your questions and press send. The company may not be in a position to answer every question it receives in the meeting itself, but the company can review the questions submitted today and publish responses where it's appropriate to do so. Before we begin, I'd like to take the following poll. I'd now like to hand you over to CEO, Sean Dyer. Good afternoon, sir. Thank you very much. Thanks for joining us today, guys. So my name is Shaun. I head up the group as our group CEO. We got Spencer Dredge, who's our group CFO, and also Mark Braun, our group chair on on the call today. I'll give you an overview of the REACT GROUP. A lot of you have probably seen this slide before or or or a similar version of it. So I'll not go into too much detail. Just a quick overview. We've got four trading divisions within the group. We've got a mix of indirect and direct models. So we got REACT specialist cleaning, which is a core business, emergency decontamination work, tends to be on-site in a lot of instances within four hours. Very strong in health care. We do a lot of deep cleans in hospital trusts. We do a lot of void cleans, you know, emergency decontamination such as fatalities on the railway, and a lot of work within police cells around The UK for for various customers. Next, we've got Fidelis. So Fidelis is our hygiene and maintenance business. So recurring revenue, typical commitments from the customers are usually between three and five years. Very strong in indu...