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Volex plc (VLXGF) Analyst/Investor Day Transcript

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Volex’s April 2026 Investor Day highlighted its leadership transition, with Non-Executive Chairman David Webster praising the company’s "winning culture" and customer-centric approach after six months on the board. CEO Nathaniel Rothschild and regional COOs outlined Volex’s operational strength, emphasizing deep partnerships with major global clients and sustained performance growth across Europe, North America, and APAC. The event underscored Volex’s focus on power products and high-growth sectors, with APAC COO Girish Gopinath highlighting strategic expansions in electrification and data infrastructure markets. CFO Jonathan Boaden reiterated financial discipline, aligning with Webster’s track record of delivering 3.5x returns on past ventures, signaling confidence in Volex’s scalable profitability model. Analysts from Jefferies, Peel Hunt, and Investec engaged leadership on execution risks, but management reaffirmed confidence in Volex’s diversified geographic and sectoral resilience.
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Volex plc (VLXGF) Analyst/Investor Day Transcript

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SA Transcripts159.45K FollowersFollow5ShareSaveCommentsFollow us on Google for the latest stock newsFollow Seeking Alpha on Google for the latest stock newsPlay Earnings CallPlay Earnings Call Volex plc (VLXGF) Analyst/Investor Day April 22, 2026 9:00 AM EDT Company Participants David WebsterNathaniel Philip Victor Rothschild - Chief Executive OfficerPaul Bullock - Chief Operating Officer of EuropeMark Kray - Chief Operating Officer of North AmericaGirish Gopinath - COO of APAC & VP of Power ProductsJohn MolloyJonathan Boaden - CFO & Executive DirectorJohn Molloy - Chief Operating OfficerHamsha Raman Conference Call Participants Henry Carver - Singer Capital Markets Securities Limited, Research DivisionVanessa Jeffriess - Jefferies LLC, Research DivisionAndrew Humphrey - Peel Hunt LLP, Research DivisionJoel Spungin - Investec Bank plc, Research Division Presentation David Webster Good afternoon, everyone, and welcome to the Capital Markets Day for Volex. I am Dave Webster, the Non-Executive Chairman of Volex. A little bit about my background. My background is very eclectic, but also very relevant. I'm a lawyer by profession. I was a partner at [indiscernible]. I was also a partner at Hicks, Muse, at its time, one of the largest private equity firms in the world. I was the CEO of ECI for over 20 years, and I'm currently the CEO of CPM Holdings. In the last 12 years, I've sold ECI 3x at an average multiple of invested capital of 3.5x. I will sell CPM in the coming months with similar returns. In the 6 months since I've joined the Board of Volex, I've been incredibly impressed by what I've seen. First and foremost, Volex has an exceptional team, which you'll meet today.

The team is highly engaged and focused.

The team has great leaders, and they know what it takes to win. The winning culture is evidenced by the stellar performance over the last several years. This team puts their customers first. They understand the value of building partnerships with their customers. As a consequence of this commitment to customer intimacy, they work with some of the largest, most

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Source: Seeking Alpha