Senior Plc · LSE:SNR
Senior — Investor Day (October 2025)
25 slides from Senior's investor day presentation, Oct 16, 2025
Slide 1: Senior Flexonics Innovation Centre Investor & Analyst Day
Senior Flexonics Innovation Centre Investor & Analyst Day 16th October 2025
Slide 2: David Squires: Welcome & introduction
David Squires CEO, Senior plc Welcome & introduction Senior plc – Experts in fluid conveyance and thermal management 2
Slide 3: Agenda
Agenda Time Activity 1.00 Welcome remarks 1.05 David Squires, CEO 1.15 Shaz Malik, Flexonics, VP Business Development 1.30 Rob Vaughan, Managing Director, Senior Flexonics Innovation Centre 1.55 QA 2.15 Site Visit 3.00 QA 3.15 Closing Remarks 3.30 Depart Senior plc – Experts in fluid conveyance and
Slide 4: Today's presenters
David Squires CEO of Senior Plc since 2015 35+ years experience in the aerospace and broader engineering sectors. Previous roles include COO of Cobham plc, various roles at Eaton Corporation and GEC Marcon / BAE Systems. Today’s Shaz Malik presenters SVP, Business Development, Flexonics division Joi
Slide 5: Our Purpose
Our Purpose We help engineer the transition to a sustainable world for the benefit of all our stakeholders. We do this by… Technology Customer Climate expertise transition action Using our technology expertise in fluid Enabling our customers, who operate in Staying at the forefront of climate disclo
Slide 6: Investment Proposition
Investment Proposition A differentiated Senior with strong fundamentals Strong operational cash flow Differentiated products, combined with conversion, supporting investment in design-rich IP and expert know-how growth and shareholder returns Market leading pure play fluid conveyance and thermal man
Slide 7: Fluid Conveyance & Thermal Management
Fluid Conveyance & Thermal Management High-value added products and systems provider Challenge Solution FCTM components Capability Applications Mission-critical and systems movement of fluids Designs and Wide range of end provide the safe and gases within manufactures the markets including movement
Slide 8: Our locations
Our locations Global footprint operating in primary home markets and cost competitive locations North America Europe USA: UK: California – SA SSP, SA Spencer, SF Innovation Centre, SF Lymington SA Steico Precision, SA BWT, SA Bird Bellows, SA Texas – SF Pathway Thermal, Rickmansworth H.O. Maine – (P
Slide 9: Shaz Malik: Dynamics & characteristics of Flexonics
Shaz Malik VP, Business Development, Flexonics Dynamics & characteristics of Flexonics Senior plc – Experts in fluid conveyance and thermal management 9
Slide 10: Flexonics long term growth trends
Flexonics long term growth trends Attractive & diverse end markets Land Vehicles Power & Energy Other markets Aerospace - air passenger Transport volumes Economic growth traffic Tightening emissions Urbanisation Medical/Life sciences – regulations ageing population Electrification Semi conductor equ
Slide 11: Product Portfolio
Product Portfolio Emission control Process control Other markets Common Rails Vacuum Seal Exhaust Bellows Bellows EGR Coolers Hydrogen fuel cell components Instrument Control Bellows Medical Heat Exchangers CSP - Solar Tubes Troughs Turbo-oil RotationFlex ® Power Inverter Chill Plate feed and drain
Slide 12: Partnering with Customers
Partnering with Customers Delivering solutions for, and in partnership with, customers • Trusted “strategic supplier” and partner to blue-chip customers Long-term commercial & engineering relationships • Long-term commercial & engineering relationships • Engineering expertise enables solving of comp
Slide 13: Global Commercial Strategy
Global Commercial Strategy Our strategy helps to grow, and win new, market share • Provide customers with ability to launch global product programmes • 5 design & manufacturing Flexonics division operating businesses in the Design & Manufacturing operating businesses division • These sites also deve
Slide 14: Driving Organic Growth
Driving Organic Growth Expertise in FCTM design and engineering applicable in multiple end markets Existing markets New markets • Common characteristics across different applications driving opportunity: • One foot in today, one foot in tomorrow – aiding customers’ • Aerospace energy transition • Sp
Slide 15: Rob Vaughan, Senior Flexonics Innovation Centre
Rob Vaughan Managing Director, Senior Flexonics Innovation Centre Senior plc – Experts in fluid conveyance and thermal management 15
Slide 16: Strategy: Innovate locally, deliver globally
Strategy Innovate locally, deliver globally The result Continued growth Strengthens Supports global How it helps us Faster Improves customer product innovation competitiveness engagement launches The Senior • Hub for product & business development Innovation • High value, low volume manufacturing: a
Slide 17: Products
Products Wide breadth of design capabilities Turbo Oil Coolant Tubes Distribution Power Electronics Flexible Co-axial Coolers Thermal Connectors Management Fluid Conveyance High Pressure Battery Thermal Hose EGR Tubes Management Thermal Management Hydrogen EGR Coolers Thermal Management Materials: M
Slide 18: Design & engineering
Design & engineering From design concept through to high volume manufacture Customer Concept Predictive Validation & Series Prototyping Enquiry Creation Validation Testing Production Deep Engineering Advanced Manufacturing High Performance Our Core Strength: Expertise Expertise Solutions Senior plc
Slide 19: Case Study: Hydrogen Aerospace Innovation
Hydrogen Aerospace Innovation Case Study Cross-divisional Collaboration Application: Hydrogen Fuel Cell Propulsion System Product: Heat exchanger and tube & hose system FLEXONICS AEROSPACE Requirement: Retro fit of Dash 8-300 aircraft Cross-divisional Collaboration • Both divisions working on a hydr
Slide 20: Case Study: EV Bus & Rail Thermal Management
High Value EV Bus & Rail Thermal Management Case Study New market application Product: Battery Thermal Management plates Requirement: safety, performance & durability • Breaking into new market Responsibility: design & brazing of battery plate • Utilising existing solutions in new application Manufa
Slide 21: Summary
Over 30 years experience Experts in Fluid Conveyance & Thermal Management Innovate Locally, Deliver Globally Summary Innovation Centre is key to delivering our strategy Senior plc – Experts in fluid conveyance and thermal management 21
Slide 22: Q&A
Q&A Senior plc – Experts in fluid conveyance and thermal management 22
Slide 23: PPE & Site Visit
PPE & Site Visit Senior plc – Experts in fluid conveyance and thermal management 23
Slide 24: Q&A
Q&A Senior plc – Experts in fluid conveyance and thermal management 24
Slide 25: Final Remarks
Final Remarks Senior plc – Experts in fluid conveyance and thermal management 25