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Ultra Electronics Holdings (ULE)

Ultra Electronics (ULE) interim results August 2019 Analyst presentation

07 August 2019

By Simon Pryce, CEO & Amitabh Sharma, Group FD.

Simon Pryce, CEO
Results overview – 00:18
Changing strategy – 03:26
Fix: Progress – 06:50
Grow: Tech strength delivering on new programmes – 09:59

Ami Sharma, Group FD
Financial highlights – 13:29
Revenue & profit bridges – 15:21
Divisional performances – 16:50
Average working capital turn – 20:14
Long term contract receivables – 21:01
Investment update – 22;13
2019 technical guidance – 23:18

Simon Pryce, CEO
Summary & H2 – 24:53

Q&A – 28:40

c. 50 minutes

Ultra Electronics Holdings plc provides solutions and products in the defence and aerospace, security and cyber, transport and energy markets, by applying electronic and software technologies. The Company operates in three segments: Aerospace & Infrastructure, Communications & Security, and Maritime & Land. Its market facing segments are Aerospace, Infrastructure, Nuclear, Communications, C2ISR, Maritime, Land and Underwater Warfare. The Aerospace & Infrastructure division produces high-integrity, safety critical electronic control systems for aircraft applications, including position sensing and control; airframe and engine ice protection and detection; electronic architectures; weapon control, and noise cancellation systems. The Communications & Security division provides mission critical, information dominance solutions. The Maritime & Land division provides sensors, combat management systems, power solutions for surface, sub-surface and unmanned platforms.


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