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Trifast

TRI · Main Market · Industrial Goods and Services · mcap £116m · 80.2p 3 open situations →

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Saudi Arabia expansion

Revenue still hit by Middle East disruption

Next: Half-year results with Saudi update · 17 Nov 2026

  1. 20 Oct 2026 Revenue still hit by Middle East disruption
  2. 29 Apr 2026 Saudi customer disrupted by Iran conflict; revenue hit expected
  3. 18 Nov 2025 MISA approval received; Heads of Terms signed
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Project milestones

Mexico distribution platform

Investment announced, build starting

Announced on 20 Oct 2026: Trifast is building a distribution platform in Mexico in response to customer demand for local inventory, shorter lead times and domestic delivery. It plans about £4.6m of investment in H2 FY27/H1 FY28. Operational during FY28, targeting Automotive, Smart Infrastructure and Medical.

Investment
approximately £4.6m in H2 FY27/H1 FY28 20 Oct 2026 ↗
Next milestone
expected to become operational during FY28 20 Oct 2026 ↗
End markets
Automotive, Smart Infrastructure and Medical 20 Oct 2026 ↗
Rationale
customer demand for local inventory, shorter lead times and domestic delivery 20 Oct 2026 ↗

Next: Platform operational during FY28; investment spend in H2 FY27/H1 FY28

  1. 20 Oct 2026 Investment announced, build starting
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Turnaround plan with targets

Malaysia manufacturing closure

Exit done; supports leaner operating model
  1. 2 Jul 2026 Exit done; supports leaner operating model
  2. 29 Apr 2026 Manufacturing exit from April 2026; hub retained
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Closed · 4

Insider conviction1 director buying £2,700k in 1 buy · 6 Jul 2026 – 4 Oct 2026 +16% Insider conviction2 directors buying £1,009k in 3 buys · 9 Jan 2026 – 25 Jun 2026 +15% Insider conviction2 directors buying £700k in 4 buys · 14 Jul 2025 – 4 Dec 2025 +6% Insider conviction4 directors buying £1,223k in 10 buys · 21 Nov 2024 – 10 Jul 2025 −12%

Company filings. Not investment advice.

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