Following today’s strong 2021 results & ‘in line’ guidance for 2022. CEO Shanker Patel & CFO Chris Day of Lords Group Trading – a specialist UK builders merchant & heating/plumbing products distributor – take Vox Markets through:
00:00 The state of the building products market & secular growth drivers
04:45 Highlights & key messages from the numbers
06:25 Impact from recent supply chain disruption
10:40 How Lords’ is handling the associated input inflation
11:35 Post the 4 acquisitions YTD, what’s the group’s present proforma run-rate (sales & EBITDA)?
12:25 Confidence in achieving expectations
14:55 Future EBITDA margin improvement plans
16:30 Medium term targets
19:05 Future newsflow
