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Volex plc (VLXGF) Analyst/Investor Day Transcript
2026-04-25 · via All Articles on Seeking Alpha

Volex plc (VLXGF) Analyst/Investor Day April 22, 2026 9:00 AM EDT

Company Participants

David Webster
Nathaniel Philip Victor Rothschild - Chief Executive Officer
Paul Bullock - Chief Operating Officer of Europe
Mark Kray - Chief Operating Officer of North America
Girish Gopinath - COO of APAC & VP of Power Products
John Molloy
Jonathan Boaden - CFO & Executive Director
John Molloy - Chief Operating Officer
Hamsha Raman

Conference Call Participants

Henry Carver - Singer Capital Markets Securities Limited, Research Division
Vanessa Jeffriess - Jefferies LLC, Research Division
Andrew Humphrey - Peel Hunt LLP, Research Division
Joel Spungin - Investec Bank plc, Research Division

Presentation

David Webster

Good afternoon, everyone, and welcome to the Capital Markets Day for Volex. I am Dave Webster, the Non-Executive Chairman of Volex. A little bit about my background. My background is very eclectic, but also very relevant. I'm a lawyer by profession. I was a partner at [indiscernible]. I was also a partner at Hicks, Muse, at its time, one of the largest private equity firms in the world.

I was the CEO of ECI for over 20 years, and I'm currently the CEO of CPM Holdings. In the last 12 years, I've sold ECI 3x at an average multiple of invested capital of 3.5x. I will sell CPM in the coming months with similar returns. In the 6 months since I've joined the Board of Volex, I've been incredibly impressed by what I've seen.

First and foremost, Volex has an exceptional team, which you'll meet today. The team is highly engaged and focused. The team has great leaders, and they know what it takes to win. The winning culture is evidenced by the stellar performance over the last several years. This team puts their customers first. They understand the value of building partnerships with their customers. As a consequence of this commitment to customer intimacy, they work with some of the largest, most