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Johnson Matthey
Johnson Matthey (JMAT) investor relations material
Johnson Matthey AGM 2026 summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.AGM 2026 summary16 Jul, 2026
Opening remarks and agenda
Chair welcomed attendees in person and online, introduced the board, and outlined the AGM as an opportunity to update shareholders on business progress.
Noted this was the chair's first AGM and highlighted the agenda: CEO review, performance highlights, and Q&A.
Financial performance review
Delivered full-year performance in line with upgraded guidance; underlying operating profit up 6% reported, 14% underlying.
Clean Air margin improved to mid-teen levels; Hydrogen Technologies reached run-rate breakeven.
Free cash flow increased over 160% year-on-year despite challenges in PGM refining.
Returned £129 million to shareholders and proposed a final dividend of £0.55 per share, totaling £0.77 for the year, in line with prior year.
Board and executive committee updates
Two board members, Barbara Jeremiah and John O'Higgins, stepped down at the meeting's conclusion.
Executive leadership team streamlined from nine to six, with leaner operating model implemented.
Impact of 3CR refinery on CapEx and efficiency
Cormetech role in data center emission control
Causes of U.S. refinery operational metal losses
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Latest events from Johnson Matthey
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H2 20259 Jul 2026 - Operating profit up 14%, free cash flow surges, and portfolio reshaped for future growth.JMATH2 202628 May 2026
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- PGM Services drives sustainable profit growth through recycling, innovation, and efficiency.JMATStatus Update3 Feb 2026
- Transformation savings and divestments drive resilient results; full-year outlook maintained.JMATH1 202512 Jan 2026
- Operating profit up 38% and £1.4bn shareholder return planned after Catalyst sale.JMATH1 202620 Nov 2025
Next Johnson Matthey earnings date
H1 202719 Nov, 2026
Johnson Matthey
Next Johnson Matthey earnings date
H1 202719 Nov, 2026
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