Zotefoams plc (ZTFMF) Q2 2026 Earnings Call Transcript

Operator

Good afternoon, and welcome to the Zotefoams plc investor presentation. [Operator Instructions]

Before we begin, I would like to submit the following pool. I would now like to hand you over to Ronan Cox, CEO. Good afternoon, sir.

Ronan Cox
Group CEO & Executive Director

Thank you very much, Lily, and good afternoon, everyone, and thank you for joining us for the Zotefoams’s 2026 Interim Results. I am Ronan Cox, Group CEO, and I’m joined here by Nick Wright, our Group CFO. Today, I’ll begin with the business performance and the strategic context. Nick is going to take you through the financials in detail. We’ll cover the strategic progress together, and I will close on the outlook before we take your questions.

So if we go to the next slide, please, Lily. I’ll take the disclaimer as read, and then we move on. And just quickly on business performance, let me start with how the business performed in the first half. And if we go on again, Lily. Next slide, please. Thank you.

So the first half really shows diversification and disciplined execution working together. That is the key message here. Sorry, I think that we are probably a few slides ahead. Can we go back, Lily, please?

Yes. There we go. That’s the one. Thank you. So diversification and disciplined execution working together. Group revenue was up 23% to GBP 95.2 million. It’s really important to be clear about the quality of the growth. It includes the first full half year contribution from OKC, and that was acquired growth. So on an organic basis, revenue grew by 4% or 6% on a constant currency basis.