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Light Science Technologies CEO on margin growth & pipeline

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Manage episode 500064824 series 2891889
Content provided by Proactive Investors. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Proactive Investors or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.
Light Science Technologies Holdings PLC (AIM:LST) CEO Simon Deacon talked with Proactive's Stephen Gunnion about the company’s continued margin growth across all three divisions — Passive Fire Protection (PFP), AgTech, and Contract Electronics Manufacturing (CEM). He noted that overall margins have risen from 26.6% in 2024 to 36.3%, a change that has significantly boosted EBITDA. The company has swung to its first interim operating profit, underpinned by a sharp improvement in margins and a shift towards higher-value work. Deacon explained that the company’s revenue mix is shifting, with PFP now contributing 18.8% of revenue, up from 5.7% the prior year, and AgTech increasing to 10.9% from 7.3%. This “levelling up” of divisions is enhancing overall margins, as PFP and AgTech deliver higher returns than CEM. On PFP, Deacon said a £24 million quoted project pipeline could soon convert rapidly into revenue as regulatory delays ease. In AgTech, partnerships — including one with Agrolux, part of Scotts Miracle-Gro — are driving international expansion, with new orders delivered in France, Poland, and Germany. Looking ahead, Deacon expects the group’s £58 million total quoted pipeline to start converting faster, with new defence market opportunities in CEM and recurring revenue growth from AgTech sensor products. For more interviews and updates, visit Proactive's YouTube channel. Don’t forget to like this video, subscribe, and enable notifications for future content. #LightScienceTechnologies #SimonDeacon #AgTech #PassiveFireProtection #ContractElectronics #BusinessGrowth #EBITDA #RevenuePipeline #Agrolux #DefenseManufacturing #ProactiveInvestors
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605 episodes

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Manage episode 500064824 series 2891889
Content provided by Proactive Investors. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Proactive Investors or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.
Light Science Technologies Holdings PLC (AIM:LST) CEO Simon Deacon talked with Proactive's Stephen Gunnion about the company’s continued margin growth across all three divisions — Passive Fire Protection (PFP), AgTech, and Contract Electronics Manufacturing (CEM). He noted that overall margins have risen from 26.6% in 2024 to 36.3%, a change that has significantly boosted EBITDA. The company has swung to its first interim operating profit, underpinned by a sharp improvement in margins and a shift towards higher-value work. Deacon explained that the company’s revenue mix is shifting, with PFP now contributing 18.8% of revenue, up from 5.7% the prior year, and AgTech increasing to 10.9% from 7.3%. This “levelling up” of divisions is enhancing overall margins, as PFP and AgTech deliver higher returns than CEM. On PFP, Deacon said a £24 million quoted project pipeline could soon convert rapidly into revenue as regulatory delays ease. In AgTech, partnerships — including one with Agrolux, part of Scotts Miracle-Gro — are driving international expansion, with new orders delivered in France, Poland, and Germany. Looking ahead, Deacon expects the group’s £58 million total quoted pipeline to start converting faster, with new defence market opportunities in CEM and recurring revenue growth from AgTech sensor products. For more interviews and updates, visit Proactive's YouTube channel. Don’t forget to like this video, subscribe, and enable notifications for future content. #LightScienceTechnologies #SimonDeacon #AgTech #PassiveFireProtection #ContractElectronics #BusinessGrowth #EBITDA #RevenuePipeline #Agrolux #DefenseManufacturing #ProactiveInvestors
  continue reading

605 episodes

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