{"type":"rich","version":"1.0","provider_name":"Transistor","provider_url":"https://transistor.fm","author_name":"PIWORLD Investor Podcasts","title":"SDI Group (SDI) Investor Q&A Session - February 2025","html":"","width":"100%","height":180,"duration":1737,"description":"SDI Group’s CEO, Stephen Brown, CFO, Amitabh Sharma and Head of Corporate Development, James Dimitriou, answer investor questions following the Group’s recent December Interims.\nRead the latest research here: https://progressive-research.com/company/sdi-group-plc/\n00:00 Opener\n00:16 Introduction\n00:45 Can you talk about opportunities going forward, and can you outline how you are encouraging collaboration between the businesses?\n04:17 Are there any larger one-off acquisitions?\n07:09 Are you starting to see these synergies between the businesses drive margin or sales revenue?\n08:30 What further comfort can you give on the ability to hit FY25 forecasts, and did the order book at the end of October give you similar levels of cover that you've seen in past years?\n09:23 Is the orderbook strong across all three segments, and could you give some detail on the drivers of that?\n10:43 Are you seeing any further weakness in China, and will this market be a focus going forward?12:00 Can you talk about potential tariffs and the opportunities for geographical expansion?\n15:23 Just looking at momentum, you've mentioned that trading has continued strongly into H2. Is the sequentially month-on-month?\n15:56 Can you give us a sense of how much business is repeated, recurring revenues vs one-off capital equipment?\n16:16 And we've seen generally tougher, challenging trading conditions, but as to your portfolio, where do you see the most growth come from, and what are you doing to address the opportunities?\n18:08 You've had a strong track record in terms of free cash flow, and you've successfully funded acquisitions from cashflow, do you see a change to this strategy going forward?\n19:39 Could you give a bit more colour around cost-cutting and investment in the business in capex?\n21:35 When do you expect business growth to re-accelerate, and in particular, when did life sciences start picking up again?\n22:54 Do you think the existing portfolio can generate growth between 5 and 10...","thumbnail_url":"https://img.transistorcdn.com/oB5fNE4aIAia_YyTCKvE1PzrZQaD1Fjo_P7m7T9Aw_Y/rs:fill:0:0:1/w:400/h:400/q:60/mb:500000/aHR0cHM6Ly9pbWct/dXBsb2FkLXByb2R1/Y3Rpb24udHJhbnNp/c3Rvci5mbS9kOTJi/ODBiMzBmOGFhZWJi/MWEzYThkMzAyNmZm/MTdjZi5wbmc.webp","thumbnail_width":300,"thumbnail_height":300}