Dialight

Transformation Plan

The Transformation Plan began with the November 2025 interims and drove profit upgrades and net cash. Q1 FY2027 beat sales and margin targets, and guidance was raised on 22 July. This AGM update says Q2 growth and margin continue, and FY2027 adjusted PBT is now 'significantly ahead' of expectations.

Guidance

FY2027 adjusted profit before tax likely significantly ahead of previous expectations (raised from 'ahead' on 22 July)

Q2 margin

Gross margin continues to comfortably exceed the 45% plus ambition

Q2 sales

Q1 growth, which exceeded 3-5% plus, expected to continue in Q2

Return on sales

Likely to meet the new 15% plus target in H1

Cash

Net cash position continues to improve; further cash generation expected

Next milestone

Interim results on 10 November 2026

Next: Interim results for the six months to 30 September 2026 · 10 Nov 2026

1. 1 Sep 2026 Second profit upgrade; Q2 ahead of targets
2. 22 Jul 2026 Q1 beat targets; net cash; profit guidance raised
3. 22 Jul 2026 Sales growth delivered in Q1; net cash
4. 23 Jun 2026 First round complete; profit and cash delivered, sales growth next