Fw Thorpe Plc · LSE:TFW
Fw Thorpe — FY2026 Earnings Presentation
27 slides from Fw Thorpe's earnings presentation, Oct 23, 2026
Slide 1: FW Thorpe Plc Investor Presentation 2026
FW THORPE PLC 193 6 =O R2EG Investor Presentation 2026
Slide 2: • Introduction and Brief History • Financial Highlights • Locations/Group Companies
• Introduction and Brief History • Financial Highlights • Locations/Group Companies • Typical Applications/Case studies • Product Range/Market Positioning • Business Model • Sustainability • Strategy • Summary Thorlux 90th Anniversary 2
Slide 3: Introductions
Introductions Mike Allcock Non-Executive Chairman Mike joined FW Thorpe Plc in 1984 as an apprentice working his way to Technical Director for Thorlux Lighting in 1998, taking responsibility for the Company's design programme. He was appointed Group Technical Director in 2001 and became Managing Dir
Slide 4: Our timeline
Our timeline. FW THorPE PLC 1940 1960 1990 1996 2009 1935 2011 1965 1989 2005 Established by Frederick William Moved to larger premises twice Floated on the London Moved to our Redditch First acquisition — Transferred to AIM Acquired Solite Europe Thorpe and his son Ernest Thorpe. to cope with the e
Slide 5: Highlights
Highlights The following key performance indicators are considered to be the most appropriate for measuring how successful the Group has been in meeting its strategic objectives. -1.3% Revenue (£m) -0.8% Operating profit (£m) +3.1% Dividend per share (pence) +9.4% Basic earnings per share (pence) -8
Slide 6: Our global footprint
Our global footprint Revenue by region exon oa UK @ Netherlands @ Rest of Europe @ Other countries £96.7m 2025 O Australia Thorlux Lighting Australasia 2026 Key to map Sales office O Manufacturing facility @ ‘oF lan OU United Kingdom Thorlux Lighting Philip Payne te Euror f xhting TRT Lighting e) Ir
Slide 7: • SchahlLED included in the Thorlux segment • Thorlux and Zemper segments
• SchahlLED included in the Thorlux segment • Thorlux and Zemper segments dampened by acquisition costs • Operating profit before acquisition adjustments – shows impact of acquisition adjustments • Amortisation of intangibles the main impact • EBITDA to demonstrate contribution of acquisitions • SBP
Slide 8: 24 consecutive years of increased dividends
22 consecutive years of increased dividends • 24 consecutive years of increased dividends 8
Slide 9: Revenue by group company
Revenue (£m) Revenue (£m) Revenue (£m) Revenue (£m) Revenue (£m) £93.9m -3% £9.2m -16% £19.9m -9% £14.5m +13% £24.6m +13% 2025: £97.0m +6% 2025: £10.9m -31% 2025: £21.8m -17% 2025: £12.8m +7% 2025: £21.9m +13% 9
Slide 10: Group companies
Group companies Typical applications ITL} Thorlux Lighting FW Tuorre Pic TL Thorlux Lighting 10
Slide 11: Revenue by group company
Revenue (£m) Revenue (£m) Revenue (£m) Revenue (£m) Revenue (£m) £3.5m -17% £8.9m +12% £5.2m +16% £5.8m +15% £13.5m +14% 2025: £4.3m +9% 2025: £7.9m -7% 2025: £4.5m +26% 2025: £5.4m +24% 2025: £10.0m -7% 11
Slide 12: Group companies
Group companies Typical applications PORTLAND FW THoRPE PLC 12
Slide 13: Group companies
Group companies Typical applications ZEMPER _| BBLUGHTRONICS FW Tuorre PLC 13
Slide 14: Business model
Business model FW THORPE PLC Customers come to us for peace of mind. They want the Our business model is focused on the needs of customers correct technical solution, professional service, sustainability and the marketplace, with a robust capital structure of products/services and the ability to pro
Slide 15: Market positioning
Market positioning FW THorPe PLC (a e Cy (a4 Commercial Industrial Education Healthcare Manufacturing Retail Display df & & x iz Hospitality Pharmaceutical Advertising Research & Facilities - Infrastructure Housing Development car parking “Our focus for long-term growth and stability, achieved by de
Slide 16: In house design and manufacture – LED circuit board population
Safety related In house design LED currently products (Emergency and manufacture – LED Over 120 different 50,000 to 100,000 represents lighting systems) circuit board population product ranges hour lifetimes approximately 99% represents 45% of of current revenues current revenues 16
Slide 17: SmartScan
• Indoor and outdoor lighting management for energy conservation, flexibility and wellbeing • Fully automated emergency lighting testing and compliance • Completely wireless infrastructure - simple installation • Cloud based information storage and display • E-mail based reporting • Additional featu
Slide 18: Strategy in Action
Strategy in Action Famostar O-Lux Developed for high-traffic environments, the O-Lux from Famostar combines general and emergency illumination in one solution, ensuring compliance with escape route lighting standards while maintaining a cohesive aesthetic. Thorlux Lighting A-Line EX “7m! Lightronics
Slide 19: Carbon neutral to net zero
Carbon neutral to net zero Having achieved carbon neutral status for our manufacturing and sales operations, via our offsetting project, we continue to expand measurement into other areas of our activities and target further carbon reductions as part of our overall journey to Net Zero. Downstream ac
Slide 20: Carbon neutral to net zero
Carbon neutral to net zero SCIENCE BASED TARGETS DRIVING AMBITIOUS CORPORATE CLIMATE ACTION Scope 1, Scope 2 and Scope 3 (Category 1) emissions arise from the supply chain - including resource extraction - as well as from manufacturing and distribution. These are collectively referred to as the embo
Slide 21: Solar photovoltaic panels
40% 1.8 million of total load kWh 5970 provision solar photovoltaic panels system generation (Thorlux site - 2025) 21
Slide 22: Carbon offsetting
Carbon offsetting = FW THORPE PLC FW Thorpe is committed to minimising the environmental impact of both its manufacturing processes and its products. The company has therefore designed an ambitious carbon- offsetting scheme to help compensate for these emissions. DEVAUDEN PLA 215 acres in Monmouthsh
Slide 23: Carbon offsetting
Carbon offsetting The Brook woodland creation initiative The Brook woodland scheme is being developed under the England Woodland Creation Offer (EWCO) and received significant funding from the Forestry Commission following a thorough technical review. The project spans 59 hectares dedicated to new w
Slide 24: Strategy
Strategy FW THorre Pc Our products are sold throughout the world. The Group management team is passionate about developing the business for the benefit of the shareholders, employees and customers. With the energy and ability of our staff we look forward to the future with enthusiasm. Our aim is to
Slide 25: Current trading and outlook
• Expect first quarter to be below 2025/26, continuing to invest for growth • Thorlux slower start, continued investment – sector and territory specific • Lightronics and Schahl continue to be inconsistent, actions progressing • Solid start at Zemper • UK companies – continued growth at TRT and Port
Slide 26: Summary
• A well-positioned portfolio of companies in eight different countries • Innovative products with market-leading technology • Strong profit margins and robust balance sheet • Track record and investing for growth • Progressive dividend • Stable ownership and management structure aligned with our sh
Slide 27: Disclaimer
Disclaimer FW THORPE These presentation materials ("the Presentation Materials") are prepared by F W Thorpe Pic ("the Company") and constitute a financial promotion for the purposes of section 21 of the Financial Services and Markets Act 2000 {"FSMA"). The Presentation Materials may only be issued t