Lords Group CFO discusses record revenues

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

00:00 Health of the UK building products industry
03:37 Demand visibility
04:01 Highlights from H1 results
06:22 EBITDA margin improvement plan
07:25 H2 outlook
08:35 Lords annualised proforma run-rate post M&A
09:06 Input cost inflation
10:13 Supply chain challenges
10:58 Future growth opportunity of new energy efficiency & renewable/smart products
14:50 Optimum net debt level
15:58 Future newsflow
16:50 Levers that can be pulled if there’s a severe recession
18:50 Potential shareprice upside

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