After releasing record H1 numbers today alongside ‘in line’ guidance, CFO Chris Day of Lords Group Trading (LORD ) takes me through:
Health of the UK building products industry. Start
Demand visibility. 03:37
Highlights from H1 results. 04:01
EBITDA margin improvement plan. 06:22
H2 outlook. 07:25
Lords' annualised proforma run-rate post M&A. 08:35
Input cost inflation. 09:06
Supply chain challenges. 10:13
Future growth opportunity of new energy efficiency & renewable/smart products. 10:58
Optimum net debt level. 14:50
Future newsflow. 15:57
Levers that can be pulled if there's a severe recession. 16:50
Potential shareprice upside. 18:50
*VIDEO* Lords Group CFO discusses record revenues
Sep 6, 2022Disclaimer & Declaration of Interest
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