CEM Contract Wins

Light Science Technologies Holdings plc (AIM: LST), the innovative technology and manufacturing business providing real-world solutions targeting issues including global food security and fire safety, announces that its Contract Electronics Manufacturing division ("CEM"), UK Circuits and Electronics Solutions Limited ("UKC"), has won three contracts worth, in aggregate, approximately £0.5m (comprising a new contract worth approximately £0.3m and two re-tendered contracts with existing clients worth a further approximately £0.2m).

The first contract is for a new client based in Sweden, which specialises in electronic signage for the transport sector, providing upgraded lighting circuitry for use on a major UK transport network. Valued at approximately £0.3m, monthly deliveries are expected to start in October 2025 and continue over the course of the next financial year, and this opportunity has the potential to generate follow-on revenue.

The CEM division has also received a further two successfully re-tendered contacts from existing clients, worth in addition, approximately £0.2m. Deliveries of these two contracts will also commence in the Company's current financial year, with the two new orders expected to be fulfilled by the end of October 2026.

The total value of the CEM forward order book now stands in excess of £2.5m.

UKC continues to supply products to a growing number of customers across an increasingly broad range of market sectors, targeting larger contracts which provide better financial visibility. The focus is on targeting higher-margin sectors thereby reducing exposure to individual markets and clients, with increased investment, automation and accreditations positioning CEM for increasingly profitable growth. These contracts demonstrate an increasingly robust conversion of the Group's strong quoted pipeline, which, as announced in the Company's unaudited interim results for the 6 months ended 31 May 2025, released on 12 August 2025, currently stands at over £58m across its three divisions.

Simon Deacon, CEO of LSTH, commented: "We are delighted to share the positive progress in our CEM division with a new client win and two follow-on contract wins. We are highly focused on converting our quoted pipeline and are continuing to progressively re-position the CEM division into key growth markets which include transport, defence and the medical sectors.

"In particular, we are excited to be providing turnkey solutions for this prestigious new customer based in Sweden, also demonstrating the potential for further international growth and further de-risking the CEM division as we continue to diversify."

Passive Fire Protection (https://injectafirebarrier.com/)

LSTH IFB offers a practical and cost-effective solution to rectify non-compliant public and private buildings, spanning residential, commercial, and industrial sectors, with regard to fire safety regulations - a challenge addressed by a £6.1 billion allocation from the UK government. Serving as the UK's premier independent approved installer, LSTH IFB utilises the ground-breaking Injectaclad fire-resistant graphite barrier system. This system is retroactively installed within building cavities, reinstating fire-resistant performance and containing the spread of fire and smoke compliant with regulatory requirements. This innovative solution stands out as an appealing alternative to the more costly and disruptive method of removing external facades and installing traditional fire barriers. With a proven track record in the passive fire protection market and a robust sales pipeline, LSTH IFB targets a UK market potentially valued at up to £50 billion*.

AgTech

The SensorGROW technology enables real-time monitoring of essential air zone growing factors such as carbon dioxide, air humidity, air pressure, air temperature and light, in addition to essential root zone cardinals such as soil temperature, soil moisture, and soil electroconductivity. Further developments to monitor greenhouse gases, initially Nitrous Oxide (N20) are in progress. This empowers farmers to enhance resource management, saving costs on water, nutrients, fertilizers, and energy, while simultaneously increasing yields and cultivating healthier crops. Learn more here: https://lightsciencetech.com/sensorgrow/ . The NurturGROW sustainable grow lighting product range, applicable to greenhouses, vertical farming, polytunnels, and licensed medicinal plants, addresses a robust market with an anticipated global worth of £9.1 billion** by 2030. Explore solutions here https://lightsciencetech.com/solutions/greenhouse/

Contract Electronics Manufacturing (https://www.ukcircuits.co.uk/)

**Report: Allied Market Research LED Grow Lights Market Analysis 2030; (https://www.alliedmarketresearch.com/led-grow-lights-market-A12416): USD $12.3 billion by 2030 converted at GBP £1 = USD $1.35.