Name: Levers that can be pulled if there's a severe recession
Uploaded: 2022-09-06T06:08:56.304689+00:00
Duration: 1212 s
Channel: Vox Markets
Description: Levers that can be pulled if there's a severe recession

https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/004/585/004585/video_iD187Nu.mp4#t=1010

Vox Markets

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

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

Input cost inflation

Supply chain challenges

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

Optimum net debt level

Future newsflow

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