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Rosebank Industries (ROSE) investor relations material
Rosebank Industries H1 2026 TU earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Executive summary
MW Components and CPM acquisitions completed in May 2026, both performing ahead of expectations in the initial ownership period.
Decisive operational and cost actions implemented across acquired businesses, including restructuring and cost reductions.
ECI trading in line with full year 2026 expectations, with higher margin segments showing growth.
Financial highlights
ECI revenue for H1 2026 was 4% lower year-over-year, mainly due to exiting low margin revenue.
Appliance & HVAC revenue declined 13% year-over-year, reflecting market conditions and strategic exits.
Electrification and Industrial businesses saw 9% revenue growth year-over-year, driven by strong Industrial Tech demand.
ECI adjusted operating margin reached 16.1% in H1 2026, up 1.0 percentage point year-over-year.
Outlook and guidance
Adjusted operating profit and EPS for 2026 expected to exceed company-compiled analyst consensus ($294 million for 2026, $452 million for 2027).
Strong trading in MW Components and CPM supports confidence in continued outperformance into 2027.
Interim results scheduled for announcement on 3 September 2026.
- Operational improvements and acquisitions target doubling shareholder investment in 3-5 years.ROSE
Investor presentation21 Jul 2026 - Strong ECI results, acquisitions progressing, and Main Market admission completed.ROSE
Trading update7 May 2026 - $3.05bn acquisition targets margin expansion and value doubling in 3-5 years.ROSE
Acquisition presentation14 Apr 2026 - $1.9bn ECI acquisition drives $445m revenue, $57m adjusted profit, and 2.4x leverage.ROSE
H2 202514 Apr 2026 - Experienced team targets value creation in industrials via proven 'Buy, Improve, Sell' strategy.ROSE
Investor presentation14 Apr 2026 - Statutory operating loss of £9.5m, £48.1m cash retained, and first acquisition targeted.ROSE
H2 202414 Apr 2026 - ECI acquisition completed; H1 2025 adjusted loss £2.2m, record ECI margins, strong cash position.ROSE
H1 202514 Apr 2026 - Acquired ECI for $1.9bn, targeting margin growth and further value-creating acquisitions.ROSE
Investor presentation14 Apr 2026 - Confident in achieving 2025 targets with strong margin growth and active M&A pursuit.ROSE
Trading update14 Apr 2026
Next Rosebank Industries earnings date
Next Rosebank Industries earnings date
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