Light Science Technologies Holdings PLC (STU:9FD)

Half Year 2026 Light Science Technologies Holdings PLC Earnings Presentation Transcript

Aug 14, 2026 / 10:00 AM GMT

Release Date Price: €0.017 (+6.25%)

Transcript

Key Points

Positve

Strong post-period momentum with over GBP2.1 million revenue booked in June and July, representing 58% of H1 revenue in just two months.
Committed forward order book of over GBP3 million, with 80% expected to be recognized in H2, providing improved revenue visibility.
Successful GBP6.6 million fundraise and three strategic acquisitions, including Injectaclad, strengthening the balance sheet and control over the supply chain.
AgTech division revenue up 54% year-on-year, driven by major projects like the Nottingham Trent University smart agricultural center and a GBP300,000 Welsh university contract.
CEM division won four new clients in healthcare and security, expected to generate up to GBP1 million in additional revenue over the next 12 months, with gross margins improving to 28.5%.
Group cash position increased to GBP2.9 million by end of July, with expectations of continued cash generation through H2.

Negative

H1 revenue declined to GBP3.7 million from GBP5.1 million year-on-year, due to BSR blockages in PFP and end-of-life product from a major CEM customer.
Group gross profit margin fell to 30.5% from 36.3%, impacted by thinner margins on PFP and AgTech projects and fixed cost dilution from lower revenue.
Adjusted loss before tax widened to GBP0.8 million from GBP0.2 million in the prior year period.
PFP division still faces BSR approval delays, with the regulator not yet meeting its 8-week target, though high-risk buildings are prioritized.
Revenue sustainability is uncertain; management cautions that averaging GBP1 million per month may not be consistent due to lumpy AgTech projects and early-stage visibility.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

LST.L - Light Science Technologies Holdings PLC
Half Year 2026 Light Science Technologies Holdings PLC Earnings Presentation
Aug 14, 2026 / 10:00AM GMT

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Presentation
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Unidentified_1 [1]
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Good morning and welcome to the Lightsize Technologies Holdings PLC investor presentation. Throughout this recorded presentation, investors will be in listen-only mode. Questions are encouraged and can be submitted at any time by the Q&A tab situated on the right hand corner of your screen. Please just simply type in your questions and press send. Before we begin, I'd like to submit the following poll. I'd like to hand you over to Simon Deakin, CEO. Good morning, sir.

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Unidentified_2 [2]
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