PIWORLD Investor Podcasts

FRAN Executive Chairman, Stephen Hemsley and Peter Molloy, Managing Director, B2B Division present the final results for the year ended 31 December 2022. It was another significant and highly successful year for the Group with record organic growth at Metro Rod and the transformational acquisition of Filta which has performed ahead of expectations. Stephen Hemsley, Executive Chairman 00:17 Intro & agenda 00:47 Overview 03:21 Highlights Peter Molloy, Managing Director, B2B Division 04:32 Franchise Brands at a glance 07:26 International footprint Stephen Hemsley, Executive Chairman 08:17 profit bridge for 22 09:15 Corporate activity and strategic review Peter Molloy, Managing Director, B2B Division 12:33 Business performance 12:59 Metro Rod & Metro Plumb 17:54 Willow Pumps & Filta 21:33 Cross selling opportunities Stephen Hemsley, Executive Chairman 23:02 Filta 30:39 B2C Peter Molloy, Managing Director, B2B Division 32:48 Technology enablement Stephen Hemsley, Executive Chairman 38:31 Technology enablement contd 40:06 Summary of group financial results 42:40 Divisional trading results Peter Molloy, Managing Director, B2B Division 43:06 B2B division results Stephen Hemsley, Executive Chairman 45:57 Filta results 51:33 B2C division results 52:03 Adjusted & statutory profit 53:27 Cash flow 55:32 Balance sheet 56:07 Summary & outlook Franchise Brands plc is a holding company. It is focused on building businesses in selected customer segments, using primarily a franchise model. It operates through three segments: B2B-Franchisor, B2B-DLO and B2C. The B2B-Franchisor segment is made up of Metro Rod and Metro Plumb. B2B-DLO segment is made up of Willow Pumps, and other B2B DLOs. B2C segment is made up of ChipsAway, Ovenclean and Barking Mad. It has a combined network of approximately 425 franchisees across five principal brands in the United Kingdom (UK). Its brands include Metro Rod, Willow Pumps, Metro Plumb, ChipsAway, Ovenclean, Barking Mad, Azura Group and The Handyman Van. Metro Rod is the provider of drain clearance, repair, and maintenance services. These services are provided by 42 franchisees with geographical coverage across the UK. Metro Plumb is a national plumbing franchise with more than 30 regional plumbing centers. Filta serves commercial kitchen services sector, servicing restaurants and supermarket.

Alan Giddins, Executive Chair and Hannah Nichols, Group CFO, present full-year results for the year ended 31 December 2022. It was a year of record profitability, from a higher growth portfolio. Alan Giddins, Executive Chair 00:17 Introduction 00:29 Highlights Hannah Nichols, Group CFO 01:58 Financial highlights 03:28 Galvanizing 05:23 US Galvanizing 07:44 Engineered Solutions 09:58 Roads & Security 12:46 Cash generation & financial position 15:20 ESG Alan Giddins, Executive Chair 17:52 Financial framework 19:11 Group overview 20:09 US Infrastructure Bill 21:22 Acquisitions – National Signal 22:46 Acquisitions – Enduro Composites 23:26 Acquisitions – Korns Galvanizing 23:56 Outlook Hill & Smith PLC is a United Kingdom-based company that creates infrastructure and transport. Its business divisions include Galvanizing Services, Engineered Solutions, and Roads & Security. Galvanizing Services division include structural steel work, lighting columns, bridges, agricultural equipment, and other products for the industrial and infrastructure markets. Engineered Solutions division is engaged in supplying engineered steel and composite solutions with low embodied energy for a range of infrastructure markets, including energy generation and distribution, marine, rail, and housing. Roads & Security division is engaged in supplying products and services to support road and highway infrastructure, including temporary and permanent road safety barriers, renewable energy lighting and power solutions, Intelligent Traffic Solutions, and bridge parapets. The security portfolio includes hostile vehicle mitigation solutions, high security fencing and automated gate solutions.

Headlam Group's Chief Executive, Chris Payne, presents full year results for the year ended 31 December 2022 and an update on current trading, followed by Q&A. 00:16 - Introduction 01:57 - Financial highlights 03:15 - Income statement 04:22 - Revenue movement 05:51 - Distribution of sales 07:40 - Operating profit 08:56 - Non-underlying items 09:31 - Cash flow movement 11:28 - Balance sheet 12:21 - Net debt 14:06 - Growth Strategy 22:21 - Acquisition of Melrose Interiors 23:47 - ESG Strategy 26:51 - Board and operational team 29:01 - Investments and shareholder returns 30:52 - Post year end and current trading 32:09 - Q&A About Headlam Group Operating for over 30 years, Headlam is the UK's leading floorcoverings distributor. The Company works with suppliers across the globe manufacturing the broadest range of products, and gives them a highly effective route to market, selling their products into the large and diverse trade customer base. The Company has an extensive customer base spanning independent and multiple retailers, small and large contractors, and housebuilders. It provides its customers with a market leading service through the largest product range, in-depth knowledge, ecommerce and marketing support, and nationwide next day delivery service. To maximise customer reach and sales opportunity, Headlam operates 67 businesses and trade brands across the UK and Continental Europe (France and the Netherlands), which are supported by the group's network, central resources and processes.

Made Tech CEO, Rory MacDonald & CFO, Deborah Lovegrove, present the interim results for the six months ended 30 November 2022. They achieved strong organic revenue growth and a record Contracted Backlog. Rory MacDonald, CEO 00:16 - Introduction 00:51 - H1 23 Highlights 03:57 - Offerings and capabilities 05:37 - Client base 07:34 - Market opportunity 11:07 - Headcount Deborah Lovegrove, CFO 13:20 - H1 23 Financial highlights 15:32 - Revenue 16:52 - P&L summary 17:58 - Balance sheet 18:30 - Cashflow Rory MacDonald, CEO 18:48 - Strategic plan 21:45 - Outlook 22:47 - Q&A About Made Tech Made Tech is a provider of digital, data and technology services to the UK public sector. Founded in 2008 and now with a headcount of over 480 and offices in four UK locations (London, Manchester, Bristol and Swansea), Made Tech provides services that enable central government, healthcare and local government organisations to digitally transform. Made Tech's purpose is to "positively impact the future of society by improving public sector technology". To achieve this the company has four key strategic missions: Modernise legacy technology and working practices; Accelerate digital service and technology delivery; Drive better decisions through data and automation; and Enable technology and delivery skills to build better systems.

Wynnstay CEO, Gareth Davies and FD, Paul Roberts present the final results for the year ended 31 October 2022. They were record results and Wynnstay are well-positioned for FY 2023. Gareth Davies, CEO 00:16 - Introduction 00:42 - Business overview 04:41 - Full year highlights Paul Roberts, FD 07:07 - Financial highlights 11:39 - Financial track record 12:22 - Income statement 13:08 - Balance sheet 14:22 - Cashflow 16:16 - Segmental analysis Gareth Davies, CEO 16:53 - Trading environment 18:56 - Agrigultural Division 27:25 - Specialist Agricultural Merchanting Division 29:57 - ESG 32:24 - Summary & Outlook 34:11 - Q&A Wynnstay Group Plc is a United Kingdom-based manufacturer and supplier of agricultural products in the United Kingdom. The Company has two segments. The Agriculture segment offers animal nutrition products to the agricultural market; and seeds, fertilizers, and agricultural chemicals to arable and grassland farmers, as well as markets grains. The Specialist Agricultural Merchanting segment supplies a range of specialist products to farmers, smallholders and pet owners. It supplies feeds and nutrition products for a number of sectors including, dairy, beef, sheep, pig and poultry, with a range of products to suit the needs of individual farmers. It is a producer of cereal seeds and a range of grass seed mixtures in the United Kingdom. It supplies fertilizer in the United Kingdom. Its subsidiaries include Glasson Group (Lancaster) Limited, Glasson Grain Limited, Wynnstay (Agricultural Supplies) Limited, Youngs Animal Feeds Limited, GrainLink Limited and Tamar Milling Limited (Tamar).

Following completion of the acquisition of personalised promotions business, Untie Nots in January 2023, the Eagle Eye and Untie Nots management team provide a deep dive into the Untie Nots offering, its products and how the two businesses will work together. Malcolm Wall, Chairman 00:16 - Introduction & agenda Tim Mason, CEO 02:09 - Overview of Eagle Eye 07:24 - International expansion Lucy Sharman-Munday, CFO 08:17 - H1 FY23 Trading Tim Mason, CEO 11:21 - Strengths of Untie Nots Lucy Sharman-Munday, CFO 17:31 - Untie Nots financials & KPI's Cédric Chéreau, Co-Founder, Untie Nots 22:03 - About Untie Nots Zayed Jamoussi, Co-Founder, Untie Nots 24:23 - About Untie Nots cont. 28:56 - The Untie Nots solution Cédric Chéreau, Co-Founder, Untie Nots 37:28 - The business model Tim Mason, CEO 43:24 - Eagle Eye & Untie Nots combined About Eagle Eye Eagle Eye is a leading SaaS technology company transforming marketing by creating digital connections that enable personalised performance marketing in real time through coupons, loyalty, apps, subscriptions and gift services. Eagle Eye AIR enables the secure issuance and redemption of digital offers and rewards at scale, across multiple channels, enabling a single customer view. The Group creates a network between merchants, brands and audiences to enable customer acquisition, interaction and retention at lower cost whilst driving marketing innovation. The Company's current customer base comprises leading names in UK Grocery, Retail, Leisure and Food & Beverage sectors, including Asda, Sainsbury's, Tesco, Waitrose and John Lewis & Partners, Virgin Red, JD Sports, Pret A Manger, Greggs, Mitchells & Butlers, PizzaExpress; in North America, Loblaws, Shoppers Drug Mart, Southeastern Grocers and Staples US Retail and in Australia & New Zealand, Woolworths Group and The Warehouse Group. In January 2023, the Group acquired France based Untie Nots, a personalised promotions business, adding Carrefour, E. Leclerc, Auchan and other leading brands to its European customer base. Website - www.eagleeye.com

NWF Chief Executive, Richard Whiting, and Group Finance Director, Chris Belsham present half-year results for the period ended 30 November 2022. "We have delivered a record first half with a good performance from all three divisions in spite of an uncertain economic outlook and inflationary pressures. NWF has continued to demonstrate its resilience as a business and has significant further growth opportunities. The acquisition of Sweetfuels in December highlightsthe delivery of our growth strategy to consolidate the fragmented fuels distribution market. We have started the important winter period well and continue to focus on the long-term growth of the Group, with a clear investment strategy, which is supported by a strong financial position." Richard Whiting, Chief Executive Richard Whiting, Chief Executive 00:18 Introduction 00:34 Group overview 01:15 Results summary 02:26 Operating highlights Chris Belsham, Group Finance Director 06:36 Financial review Richard Whiting, Chief Executive 12:27 Summary of NWF 13:04 Strategy to drive shareholder return Chris Belsham, Group Finance Director 17:50 Acquisition process Richard Whiting, Chief Executive 19:45 ESG Framework 20:47 NWF proposition & investment case 21:29 Summary & outlook 22:11 Q&A About NWF Group NWF Group plc is a specialist distributor of fuel, food, and feed across the United Kingdom. The principal activities of the Company and its subsidiaries are the sale and distribution of fuel oils, the warehousing and distribution of ambient groceries, and the manufacture and sale of animal feeds. The Company's segments include Fuels, Food, and Feeds. The Fuels segment is engaged in the sale and distribution of domestic heating, industrial and road fuels. The Food segment is engaged in the warehousing and distribution of clients' ambient grocery and other products to supermarkets and other retail distribution centers. The Feeds segment is engaged in the manufacture and sale of animal feeds and other agricultural products. The Company operates through its subsidiaries, which include NWF Agriculture Limited, New Breed (UK) Limited, Boughey Distribution Limited, and NWF Fuels Limited. Information for investors, including analyst consensus forecasts, can be found on the Group's website at www.nwf.co.uk .

Accrol, CEO Gareth Jenkins, CFO, Richard Newman & Group Financial Controller (and CFO designate), Chris Welsh, present the interim results for the six months ended 31 October 2022. "There was strong progress across all businesses and products. The Group has performed well in H2 to date and is on track to achieve revenue and adjusted EBITDA growth for the year ending 30 April 2023 ("FY23") marginally ahead of expectations at £230m and £15.5m respectively." Gareth Jenkins, CEO 00:16 - Introduction 00:34 - HY22/23 Performance summary Richard Newman, CFO 02:33 - Market and revenue overview 03:47 - HY22/23 Financial summary 07:21 - Half year commercial highlights 08:28 - Half year operational highlights Gareth Jenkins, CEO 09:12 - ESG summary 11:22 - FY23 outlook 12:47 - Strategic review Chris Welsh, Group Financial Controller (and CFO designate) 16:55 - Strategic review continued Gareth Jenkins, CEO 18:29 - Summary 20:11 - Q&A Accrol Group Holdings plc is a leading tissue converter and supplier of toilet tissues, kitchen rolls, facial tissues, and wet wipes to many of the UK's leading discounters and grocery retailers across the UK. Following the recent acquisitions of LTC in Leicester and JD in Flint, North Wales, the Group now operates from six manufacturing sites, including four in Lancashire, which generate volumes totalling c.21.5% of the c£2.5bn UK retail tissue market. For more information, please visit www.accrol.co.uk.

STEM CEO, Timo Lehne, CFO, Andrew Beach and CTIO, Nick Folkes outline the Group’s technology improvement programme Timo Lehne, CEO 00:16 - Introduction 02:26 - Increasing efficieny and enabling growth. Nick Folkes, CTIO 07:41 - Introduction & background 08:22 - The Solution 13:25 - Candidate onboarding demo 14:22 - Platform rollout Matt McManus, Global Process Director - Sales 15:10 - The sales effectiveness program 16:25 - CRM pilot 21:39 - Data driven insights and decision making 23:45 - Follow the finisher Sunny Ackerman, President, USA 26:02 - User testomonial Andrew Beach, CFO 27:19 - Financial overview Timo Lehne, CEO 29:52 - Delivering scalable, sustainable growth 31:31 - Growth drivers About SThree SThree plc brings skilled people together to build the future. We are the only global specialist talent partner focused on roles in STEM, providing permanent and flexible contract talent to a diverse base of over 8,200 clients across 14 countries. Our Group’s c.3,100 staff cover the Technology, Life Sciences and Engineering sectors. SThree is part of the Industrial Services sector. We are listed on the Premium Segment of the London Stock Exchange’s Main Market, trading with ticker code STEM.

STEM CEO, Timo Lehne, and CFO Andrew Beach present Full Year results for the period ended 30 November 2022. Timo Lehne, CEO 00:16 - Introduction 02:32 - Sthree's unique model 04:35 - FY22 Highlights 05:21 - Strategic pillars Andrew Beach, CFO 08:30 - Net fee growth 09:33 - Profit 11:04 - Trading performance 11:59 - ECM model 12:51 - Regional and sector split 14:12 - FY22 productivity 14:52 - Operating profit bridge 15:50 - Net Cash position 16:44 - Full year dividend 17:17 - Order book 17:58 - Key financial takeaways Timo Lehne, CEO 18:22 - Strategic Progress 20:44 - ESG 23:01 - Outlook SThree plc brings skilled people together to build the future. We are the only global specialist talent partner focused on roles in STEM, providing permanent and flexible contract talent to a diverse base of over 8,200 clients across 14 countries. Our Group’s c.3,100 staff cover the Technology, Life Sciences and Engineering sectors. SThree is part of the Industrial Services sector. We are listed on the Premium Segment of the London Stock Exchange’s Main Market, trading with ticker code STEM.