Cohort PLC Investor Presentation via Engage Investor Transcript - Thomson StreetEvents

Cohort PLC Investor Presentation via Engage Investor Transcript

Cohort PLC Investor Presentation via Engage Investor Transcript - Thomson StreetEvents
Cohort PLC Investor Presentation via Engage Investor Transcript
Published Feb 19, 2025
15 pages (8242 words) — Published Feb 19, 2025
Price US$ 54.00  |  Buy this Report Now

About This Report

  
Abstract:

Edited Transcript of CHRT.L corporate analyst meeting

  
Brief Excerpt:

...I'm Andy Thomis, I'm the chief executive at cohort PLC. It's great to have this opportunity to talk through who we are, what we do, and our most recent set of results, which are for the half year ended on the 31 of October last year. So, to begin, who we are and how do we provide value for investors? cohort is a group of 7 businesses providing technology-based defenceproducts and services to the UK and to its allies around the world. We're particularly focused on maritime and land systems, though we also do some work in the airborne field as well. Our business model aims to maximize the autonomy and independence of our businesses, consistent with good regulatory and financial governance. And that means that decisions are able to be taken quickly and very importantly, close to the customer. It maximizes agility and innovation while supporting our businesses with a strong balance sheet and the market reach of the wider group. And we have no layer of overhead sitting between our small but...

  
Report Type:

Transcript

Source:
Company:
Cohort PLC
Ticker
CHRT.L
Time
2:00pm GMT
Format:
PDF Adobe Acrobat
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The following is excerpted from the question-and-answer section of the transcript.

(Questions from industry analysts are provided in full, but answers are omitted - download the transcript to see the full question-and-answer session)

Question: Scott - - Analyst : On do, thank you for the presentation, very interesting indeed. And just a reminder for our viewers that if you'd like to ask a question, please do type them into the Q&A box situated on the right hand side of your screen. So moving on to some of the questions that we've had submitted so far. First one is, congratulations on the acquisitions EM solutions. How long did the acquisition take and how long will it take to integrate and how will this be done?


Question: Scott - - Analyst : Super. And how will the acquisition of EM solutions accelerate growth?


Question: Scott - - Analyst : Super, thank you, Andy. Now over the last couple of weeks, there's been a fluctuation in share price. Does the market see the value in the acquisition of EM solutions?


Question: Scott - - Analyst : Thank you. So how do you maximize synergies between the seven businesses in the group?


Question: Scott - - Analyst : Thank you, a nice answer there, Andy, thank you for that. There's been very little acquisition on the action, sorry, on the acquisition front for a long time. Now ITS and EM solutions in 12 months. Is this due to a refocus or the right opportunities coming along?


Question: Scott - - Analyst : So the further question that comes up there is, does that mean that you have a larger acquisition pipeline as a result of those?


Question: Scott - - Analyst : Perfect, thank you. Next question is, what is the company's market share within the industry?


Question: Scott - - Analyst : Next question is, it's similar in a way, but it's, how does the company's performance compare to its competitors?


Question: Scott - - Analyst : Thank you. And What are the key drivers for growth, for the growth of the company, what are the key drivers for growth, the company in the current market?


Question: Scott - - Analyst : Next question, how reliable are the orders in your order book?


Question: Scott - - Analyst : And next question, please can you tell us more about the major projects you referenced in Portugal?


Question: Scott - - Analyst : Superb. Can you share more details about the Elu Soar facility in Germany, its operations and innovations?


Question: Scott - - Analyst : And further there any plans to divers diversify the business model or explore new markets?


Question: Scott - - Analyst : Andy, ESG is an important part for all PLCs. How does cohort manage this?


Question: Scott - - Analyst : And which business within the group do you see strong organic growth coming from? REFINITIV STREETEVENTS | www.refinitiv.com | Contact Us consent of Refinitiv. 'Refinitiv' and the Refinitiv logo are registered trademarks of Refinitiv and its affiliated companies. FEBRUARY 19, 2025 / 2:00PM, CHRT.L - Cohort PLC Investor Presentation via Engage Investor


Question: Scott - - Analyst : Thank you, in line. Now the next question is, would there be an opportunity for shareholders to participate in site visits in the near future?


Question: Scott - - Analyst : Next question. Given the forecasts, for growth and acquisition landscape, do you think that there will be any change in the group's approach to capital allocation, in particular dividends? Is 10% a figure you can sustain?


Question: Scott - - Analyst : Thank you. Now there are a lot of threats in the world at the moment. Do you have the capacity to fulfil the demand that potentially creates? REFINITIV STREETEVENTS | www.refinitiv.com | Contact Us consent of Refinitiv. 'Refinitiv' and the Refinitiv logo are registered trademarks of Refinitiv and its affiliated companies. FEBRUARY 19, 2025 / 2:00PM, CHRT.L - Cohort PLC Investor Presentation via Engage Investor


Question: Scott - - Analyst : Thank you. Next question, so Keir Starmer is talking about increasing defense spending. Will some of that come cohort's way and will this affect forecasts?


Question: Scott - - Analyst : Now with the market cap of around half a billion threshold might you consider moved onto the main market for liquidity stroke index inclusion reasons?


Question: Scott - - Analyst : Super. Well Andy, that's all the time we've got all we've got time for at the moment, so maybe if I could hand back to yourself for any closing remarks.

Table Of Contents

Half Year 2026 Cohort PLC Earnings Call Transcript – 2025-12-10 – US$ 54.00 – Edited Transcript of CHRT.L earnings conference call or presentation 10-Dec-25 9:30am GMT

Half Year 2026 Cohort PLC Earnings Presentation Transcript – 2025-12-10 – US$ 54.00 – Edited Transcript of CHRT.L earnings conference call or presentation 10-Dec-25 10:59am GMT

Full Year 2025 Cohort PLC Investor Presentation Transcript – 2025-07-18 – US$ 54.00 – Edited Transcript of CHRT.L earnings conference call or presentation 18-Jul-25 9:15am GMT

Full Year 2025 Cohort PLC Earnings Call Transcript – 2025-07-16 – US$ 54.00 – Edited Transcript of CHRT.L earnings conference call or presentation 16-Jul-25 8:00am GMT

Cohort PLC Investor Presentation via Investor Meet Company Transcript – 2025-02-21 – US$ 54.00 – Edited Transcript of CHRT.L corporate analyst meeting</ 21-Feb-25 11:00am GMT

Half Year 2025 Cohort PLC Earnings Presentation Transcript – 2024-12-13 – US$ 54.00 – Edited Transcript of CHRT.L earnings conference call or presentation 13-Dec-24 2:30pm GMT

Half Year 2025 Cohort PLC Analyst presentation Q&A Transcript – 2024-12-11 – US$ 54.00 – Edited Transcript of CHRT.L earnings conference call or presentation 11-Dec-24 9:30am GMT

Cohort PLC and Electro Optic Systems Holdings Ltd Acquisition Call Transcript – 2024-11-21 – US$ 54.00 – Edited Transcript of CHRT.L M&A conference call or presentation 21-Nov-24 8:30am GMT

Full Year 2024 Cohort PLC Earnings Call Transcript – 2024-07-19 – US$ 54.00 – Edited Transcript of CHRT.L earnings conference call or presentation 19-Jul-24 9:00am GMT

Cohort PLC Presentation for Analysts and Investors Transcript – 2024-03-26 – US$ 54.00 – Edited Transcript of CHRT.L corporate analyst meeting</ 26-Mar-24 3:00pm GMT

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Thomson StreetEvents. "Cohort PLC Investor Presentation via Engage Investor Transcript" Feb 19, 2025. Alacra Store. Nov 06, 2026. <http://www.alacrastore.com/thomson-streetevents-transcripts/Cohort-PLC-Investor-Presentation-via-Engage-Investor-T16247623>
  
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Thomson StreetEvents. (2025). Cohort PLC Investor Presentation via Engage Investor Transcript Feb 19, 2025. New York, NY: Alacra Store. Retrieved Nov 06, 2026 from <http://www.alacrastore.com/thomson-streetevents-transcripts/Cohort-PLC-Investor-Presentation-via-Engage-Investor-T16247623>
  
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