VOLEX PLC (VLX) — Annual General Meeting

Investor webinar replay

Replay transcript excerpt

Good afternoon, and welcome to the VOLEX PLC Annual General Meeting. Throughout this recorded meeting, attendees will be in a listen only mode. I'd now like to hand you over to Dave Webster, chair. Good afternoon, sir. Thank you. Good afternoon, ladies and gentlemen, and welcome to the VOLEX PLC's twenty twenty six annual general meeting. My name is Dave Webster. I am the chair of the board. I would now like to introduce the directors and officers of the company joining us today either in person or remotely. Ward Rothschild, our chief executive officer John Bowden, our chief financial officer sir Peter Westmacott, our senior independent director Amelia Murillo, Jeffrey Jackson, and John Wilson, our independent nonexecutive directors, and Chris Bedford, our group general counsel and company secretary. I was unable to attend the annual general meeting in person today, and therefore, John Bowden, is physically present at the meeting, will be acting as chair of the annual, general meeting. Before we move to the other items of business, I will hand over to Nat Rothschild, chief executive officer, to provide a brief update on trading in the first four months of fiscal year twenty twenty seven as announced this morning. Thank you, Dave. Thank you everyone who's attending this meeting. VOLEX has made a very strong start to the new financial year delivering 28% constant currency organic revenue growth year on year in the four months to July 2026. Growth was broad based across all five end markets led by complex industrial technology where data center customer demand has been sustained at the elevated exit rate of f y twenty twenty six and by increased demand for EV and electrification products, supported by continued electrification trends and customer focus on energy efficie...