Essentra plc (FLRAF) Q4 2025 Earnings Call Transcript

SA Transcripts159.01K FollowersFollow5ShareSaveCommentsPlay Earnings CallPlay Earnings Call Essentra plc (FLRAF) Q4 2025 Earnings Call March 17, 2026 5:00 AM EDT Company Participants Scott Fawcett - CEO, MD of Components Division & Executive DirectorRowan Baker - CFO, Interim Company Secretary & Director Conference Call Participants James Beard - Deutsche Bank AG, Research DivisionAndrew Nussey - Peel Hunt LLP, Research DivisionHenry Carver - Singer Capital Markets Securities Limited, Research DivisionAndrew Douglas - Jefferies LLC, Research DivisionTom Fraine - Shore Capital Group Ltd., Research Division Presentation Scott FawcettCEO, MD of Components Division & Executive Director All right. Thank you all, and welcome. I'm Scott Fawcett. I get a slide to remind me, Chief Exec of Essentra, I'm delighted to be joined here today by Rowan Baker, our CFO and to take you through the results for last year of 2025. So pleasing that we have got a set of results in line with expectations, really demonstrating the agility and resilience of the business, continues to be an interesting time to run a global industrial business, choppy waters, lots of challenges emerging, but the business has responded very well to those challenges and come through with a respectable set of results. So most pleasing, I think, is the return to revenue growth in the second half. So all 3 regions in growth by the end of the year. Gross margins remaining robust at 43.7%, and we'll talk a little bit more through that in terms of the color by region as we progress through the presentation. And again, operating profit, as we expected at GBP 32 million which does include a partial build back of variable compensation, which we totally removed in the prior year. Balance sheet in good shape, which Rowan will talk to more later. So as headline numbers sort of represent, I'd say, respectable outcome for the year, a