IMI plc (IMIUY) Q4 2025 Earnings Call Transcript

SA Transcripts158.85K FollowersFollow5ShareSaveCommentsPlay Earnings CallPlay Earnings Call IMI plc (IMIUY) Q4 2025 Earnings Call March 6, 2026 3:00 AM EST Company Participants Roy Twite - CEO & DirectorLuke Grant - CFO & Executive Director Conference Call Participants Lushanthan Mahendrarajah - JPMorgan Chase & Co, Research DivisionChristian Hinderaker - Goldman Sachs Group, Inc., Research DivisionJonathan Hurn - Barclays Bank PLC, Research DivisionMark Fielding - RBC Capital Markets, Research DivisionKulwinder Rajpal - AlphaValue SAHarry Philips - Peel Hunt LLP, Research DivisionStephan Klepp - BNP Paribas, Research DivisionRichard Paige - Deutsche Bank AG, Research Division Presentation Roy TwiteCEO & Director Good morning, everyone, and welcome to IMI's 2025 Full Year Results Presentation. I am joined here today by our CFO, Luke Grant. Together, we will take you through another year of strong strategic and financial progress. And I would like to begin by thanking all of our people for their tremendous contribution. The execution of our growth strategy is creating significant value for shareholders, and it was another strong performance in 2025. We have now delivered 5 consecutive years of mid-single-digit organic revenue growth and supported by the delivery of our financial framework, we are compounding earnings growth. We delivered 5% organic sales growth and 8% organic adjusted operating profit in 2025 and achieved a 20% operating margin for the first time. It was another year of strong cash generation, and we are committed to deploying this capital for growth and to enhance shareholder returns. Organic investment is at record levels, and I am pleased to be announcing a GBP 500 million share buyback alongside a proposed 10% increase to the final dividend. We expect to deliver our sixth consecutive year of mid-single-digit organic growth in 2026. And based on current market conditions, full year adjusted basic EPS is expected to be between 136p and 142p. IMI has