Haydale (LSE:HAYD) published audited figures for the 15-month period ended 30 September 2025, signalling the conclusion of a broad strategic overhaul. Over the period, the group withdrew from underperforming overseas businesses, disposed of non-core operations and streamlined its UK footprint into a leaner cost base, while strengthening its balance sheet. Following the year-end, Haydale raised £5.75 million and stated it is fully funded for its FY26 delivery phase, with existing cash resources and facilities expected to support operations through to targeted EBITDA breakeven in the first quarter of FY27.
A pivotal development came in January 2026 with the acquisition and integration of SaveMoneyCutCarbon (SMCC). The deal reshapes Haydale into a more scalable, product-focused platform by significantly enhancing revenue visibility and embedding direct routes to market for graphene-enhanced offerings, including JustHeat and a newly developed thermal transfer fluid. Management noted that fully contracted income already exceeds 100% of Board expectations for the first half of FY26, while multi-year Impact Partner agreements and customer programmes provide recurring revenue streams into the second half and beyond. The company views this as a structural turning point, aligning innovation capabilities more closely with commercial execution.
Despite these advances, Haydale’s investment case continues to be influenced by its financial track record. Ongoing net losses and pressure on cash flow remain key concerns, tempering the impact of recent strategic progress and improving technical momentum. While partnerships and platform expansion offer growth potential, restoring durable financial stability remains central to the group’s outlook.
More about Haydale
Haydale plc is an advanced materials and clean-technology company built around its proprietary HDPlas graphene functionalisation technology, which underpins a portfolio of patented graphene-enhanced products designed to deliver energy, water and carbon savings. Through its SaveMoneyCutCarbon subsidiary, the group operates an integrated B2B go-to-market model in the UK, providing sales, programme management and installation services aimed at supporting cost-effective decarbonisation across the built environment, with additional reach through international partners.
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