Name: Input cost inflation
Uploaded: 2022-09-06T06:08:56.304689+00:00
Duration: 1212 s
Channel: Vox Markets
Description: Input cost inflation

https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/004/585/004585/video_iD187Nu.mp4#t=546

Vox Markets

Input cost inflation

Health of the UK building products industry

Demand visibility

Highlights from H1 results

EBITDA margin improvement plan

H2 outlook

Lords' annualised proforma run-rate post M&A

Supply chain challenges

Future growth opportunity of new energy efficiency & renewable/smart products

Optimum net debt level

Future newsflow

Levers that can be pulled if there's a severe recession

Potential shareprice upside

After releasing record H1 numbers today alongside ‘in line’ guidance, CFO Chris Day of Lords Group Trading takes me through:

Health of the UK building products industry. Start
Demand visibility. 03:37 
Highlights from H1 results. 04:01 
EBITDA margin improvement plan. 06:22 
H2 outlook. 07:25
Lords' annualised proforma run-rate post M&A. 08:35 
Input cost inflation. 09:06
Supply chain challenges. 10:13
Future growth opportunity of new energy efficiency & renewable/smart products. 10:58
Optimum net debt level. 14:50
Future newsflow. 15:57 
Levers that can be pulled if there's a severe recession. 16:50 
Potential shareprice upside. 18:50

After releasing record H1 numbers today alongside ‘in line’ guidance, CFO Chris Day of Lords Group Trading takes me through:Health of the UK building products industry. Start Demand visibility. 03:37 Highlights from H1 results. 04:01 EBITDA margin improvement plan. 06:22 H2 outlook. 07:25 Lords' annualised proforma run-rate post M&amp;A. 08:35 Input cost inflation. 09:06 Supply chain challenges. 10:13 Future growth opportunity of new energy efficiency &amp; renewable/smart products. 10:58 Optimum net debt level. 14:50 Future newsflow. 15:57 Levers that can be pulled if there's a severe recession. 16:50 Potential shareprice upside. 18:50

https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/004/585/004585/video_iD187Nu.mp4