We are delighted to announce this event will feature the following companies:

Chapel Down Group PLC Investor Update – Chapel Down Group PLC, England’s leading winemaker, reported a strong first half of 2025 with net sales up 11% and wine sales up 14%, marking three consecutive quarters of growth. Traditional method sparkling wine, the Group’s strategic focus, rose to 70% of wine revenue, underpinning premiumization and margin resilience. Gross profit grew 7% to £3.7m, reflecting higher-cost vintages, while operating cash flow improved £2.5m. Stocks of maturing wines increased to £25.6m, securing future growth.

Chapel Down unveiled three strategic priorities for 2025–2030: brand value enhancement, sustainable channel expansion, and disciplined capital management. The company is targeting a 1% share of the global champagne market by 2035, supported by its 1,000 acres of vineyards, global partnerships, and growing distribution footprint. UK off-trade sales rose 30%, outperforming the category, with new listings in Tesco and Waitrose. On-trade distribution expanded 15% with premium venues including The Pig, The Rosewood Hotel, and Michelin-starred restaurants. Exports advanced 17%, driven by the US launch with Jackson Family Wines and listings in Virgin Atlantic Club Class, while global travel retail rose 14%.

Marketing investment continues to strengthen brand awareness, now at 46% (up from 32% in 2022), with campaigns focused on approachable luxury and everyday celebration. Chapel Down also achieved 30 awards for quality in 2025, reinforcing its position as the UK’s number one sparkling wine producer.

Looking ahead, management expects a strong harvest, modest margin improvement in H2, and a return to full-year profitability. With premiumization, international expansion, and disciplined capital allocation, Chapel Down is well positioned to deliver sustainable growth, improved EBITDA margins, and long-term shareholder value.

Creo Medical Group plc (CREO:AIM) delivered a strong interim 2025 investor update, reporting first-half revenue growth of 40% and reaffirming full-year guidance of 40–60% year-on-year growth, driven by the Speedboat product range and new launches including SpiderBlade and MicroBlade Flex. Management highlighted improving EBITDA margins, a strengthened balance sheet following the €30m strategic sale of 51% of Creo Medical Europe to MicroTech, and a £5m annualised reduction in operating costs. The company’s growth strategy is focused on expanding adoption of its advanced energy platforms, supported by bulk NHS supply chain orders, increasing clinical studies across more than 45 global sites, and accelerating US commercialization ahead of 2027 CPT reimbursement codes. Creo remains the only company to bring advanced bipolar energy into GI endoscopy, positioning its Speedboat, SpiderBlade, and upcoming bipolar range as disruptive alternatives to traditional surgical and monopolar tools. Strategic partnerships with MicroTech and Intuitive are expected to drive expansion into China and support lung cancer ablation studies with the Ion robotic platform. With a diversified product roadmap, strong order book visibility, and improving utilization across its installed base, Creo is targeting continued revenue growth, cost efficiencies, and a path to cash breakeven within 2–3 years. Investors were reassured by management’s confidence in delivering on guidance, the scalability of its technology platform, and its growing global distribution network, with Q4 weighted to UK bulk purchasing patterns.

Keystone Law Group PLC (KEYS:AIM) reported strong Interim Results for the six months to 31 July 2025, delivering double-digit growth and reinforcing its position as a leading platform-based law firm. Revenue rose 16.5% to £54.2m, driven by continued recruitment of high-calibre lawyers and a 10% increase in revenue per principal. Adjusted PBIT grew 11.2% to £6.2m, while adjusted PBT advanced 20.4% to £7.3m, reflecting improved margins and higher net interest income. Operating cash conversion remained robust at 104%, with the group maintaining a debt-free balance sheet and £6.5m cash. The interim dividend was confirmed at 7.5p per share. Keystone’s growth strategy remains focused on attracting top legal talent, with 30 new principals recruited in the period, bringing total fee earners to 612. The firm continues to benefit from its unique platform model, which combines flexibility for lawyers with the infrastructure of a conventional law firm, driving strong client demand and cross-referral work. Investment in technology and AI is enhancing efficiency, including the rollout of “Keybot” and AI-enabled operating systems, while a brand refresh will support recruitment and client acquisition. Management highlighted the £12bn UK mid-tier legal market as a significant growth opportunity and reaffirmed its commitment to sustainable, scalable expansion. With strong financial results, cash generation, and continued investment in innovation, Keystone Law remains well-positioned to deliver long-term shareholder value.

Eleco PLC (ELCO:AIM) delivered a strong performance in its Interim Results for H1 2025, highlighting resilient growth, margin expansion, and continued momentum in its SaaS-driven strategy. Annual Recurring Revenue (ARR) rose 19% (16% organically), with Total Recurring Revenue (TRR) up 23%, now representing 81% of group revenues. Total revenue grew 13% to £18.4m, while adjusted EBITDA increased 30%, supported by improved operational gearing and disciplined cost control. The acquisition of PMAC has integrated successfully, adding high-compliance sector customers and enhancing cross-sell opportunities alongside Shire Systems. New client wins included JD Sports, further validating Eleco’s market leadership in digital solutions for the built environment. Geographically, growth was broad-based, with particularly strong advances in Europe and Scandinavia, while the US market continues to expand recurring revenues despite lower service income. Cash generation remains robust, underpinned by high gross margins (c.89%) and no debt, with free cash flow conversion at 179% of operating profit. The balance sheet remains strong, with deferred income up 32% (24% organically), providing good revenue visibility. Supported by its ARE strategy—Acquire, Retain, Expand—Eleco continues to invest in innovation, AI-led product development, and targeted M&A to scale its building life cycle and visualization solutions. Management remains confident in long-term growth drivers, including digital adoption, regulatory change, and ESG-led demand, and has raised the interim dividend by 17% in line with its progressive policy. Overall, Eleco demonstrates resilient recurring revenue growth, strong profitability, and a clear strategy to scale its technology platform across global construction and asset management markets.

Ingenta PLC Investor Update – Ingenta PLC reported a resilient first half of 2025, supported by strong recurring revenues, a healthy cash position, and continued expansion into high-growth markets. The Group, a 45-year provider of mission-critical software and services to publishers, media, and content owners, generated 88% recurring revenues, maintained margins of c.20%, and closed the period with £3.9m cash and no debt. Free cash flow improved to £0.7m, underpinning a consistent dividend policy delivering a yield of around 4.3%.

Revenue growth was driven by cross-selling SaaS and managed services to long-term clients, with top customers averaging over 20 years of tenure. Ingenta continues to diversify into music, gaming, and media, leveraging its intellectual property and royalty management solutions. Strategic partnerships, including with OpenPlay, broaden access to hundreds of music distributors and reinforce Ingenta’s role in rights, contracts, and royalty processing across converging media markets.

The company has strengthened its growth engine with new sales directors and a head of marketing to enhance pipeline conversion and industry reach. Its configurable product suite, from Ingenta Connect to the premium Edify platform, enables customers of all sizes to manage content distribution, subscriptions, contracts, and royalty payments at scale.

Management sees significant opportunity in IP and rights management, where even modest market share could materially increase Group revenues and EBITDA. With high contracted revenue visibility, low churn, and a debt-free balance sheet, Ingenta is well positioned to deliver sustainable growth, margin resilience, and long-term shareholder value.

Pharos Energy PLC (PHAR:LSE) delivered its interim investor update highlighting a year of operational, financial, and strategic progress across its core assets in Vietnam and Egypt. The company reported stable first-half revenue of c.$65m, supported by inventory sales, and a strengthened balance sheet with net cash of $22.6m, remaining debt free and fully funding investment from free cash flow. In Vietnam, Pharos secured license extensions enabling its largest drilling campaign since initial field development, targeting production growth through infill and appraisal wells, with results expected in 2025. The company is also progressing a farm-out process for high-impact frontier exploration in blocks 125/126, backed by a two-year license extension and strong government alignment. In Egypt, newly agreed fiscal terms have materially improved project economics, delivering a 25% uplift in 2P reserves and creating a framework for renewed drilling activity, while ongoing discussions with EGPC aim to accelerate receivables recovery. Pharos reaffirmed its commitment to disciplined capital allocation, balancing reinvestment with shareholder returns, including a sustainable dividend increased by 10%. Management emphasized the company’s low breakeven cost base, robust cash generation, and financial flexibility to pursue organic growth and value-accretive opportunities. Looking ahead, Pharos is positioned for “protected growth,” with a fully funded capex program, operational upside in Vietnam, improved fiscal stability in Egypt, and a clear focus on scaling its portfolio in Southeast Asia.

Octopus Renewables Infrastructure Trust PLC (ORIT:LSE) delivered its interim 2025 investor update, highlighting strong operational performance, stable cash flows, and the launch of its new ORIT 2030 strategy. The portfolio now comprises 40 investments across five countries and technologies, with nearly 800MW of renewable capacity generating 654GWh in H1 2025 — enough to power 160,000 homes and avoid 165,000 tonnes of CO₂. Revenue reached £68.7m and EBITDA £44.3m, broadly in line with last year, while dividends remain fully covered, with a progressive dividend policy targeting 6.17p per share for 2025 (yielding ~10% at current share price). Despite short-term NAV pressure from rising discount rates and lower wind output, ORIT maintained a total shareholder return of 12.9% in the first half. The capital allocation plan includes a £30m share buyback (with £22.1m executed), reducing gearing below 40% of GAV, and recycling at least £80m of assets. Looking ahead, the ORIT 2030 strategy focuses on growth, scale, returns, and impact — targeting £1bn NAV by 2030, 9–11% long-term total returns, and expanded investment in construction and development projects to drive capital growth and enhance energy transition impact. With 85% of near-term revenues fixed or contracted and 47% inflation-linked, ORIT offers investors a resilient, diversified, and ESG-focused platform positioned to deliver both progressive income and long-term capital appreciation in the renewable infrastructure sector.