Volex plc (VLXGF) Analyst/Investor Day April 22, 2026 9:00 AM EDT

Company Participants

• David Webster
• Nathaniel Philip Victor Rothschild - Chief Executive Officer
• Paul Bullock - Chief Operating Officer of Europe
• Mark Kray - Chief Operating Officer of North America
• Girish Gopinath - COO of APAC & VP of Power Products
• John Molloy
• Jonathan Boaden - CFO & Executive Director
• John Molloy - Chief Operating Officer
• Hamsha Raman

Conference Call Participants

• Henry Carver - Singer Capital Markets Securities Limited, Research Division
• Vanessa Jeffriess - Jefferies LLC, Research Division
• Andrew Humphrey - Peel Hunt LLP, Research Division
• Joel Spungin - Investec Bank plc, Research Division

Presentation

David Webster

Volex plc showcases growth and leadership at 2026 Investor Day

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