Volex

VLX · Main Market · Industrial Goods and Services · mcap £1,157m · 536.0p 1 open situation →

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2026 Data Centre demand momentum 1 director buying 3 directors buying 2 directors buying

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Data Centre demand momentum

H1 FY27 Data Centre below H2 FY26, demand strong

Data Centre demand drove two FY26 upgrades (Jan and Mar 2026); FY26 revenue $1,242.6m with Data Centre about doubling. The 19 Oct 2026 update says H1 FY27 Data Centre revenue was well ahead of the prior year but below H2 FY26, as supply conditions normalised and the temporary share gain faded. Underlying demand remains strong; next-generation products are due to ramp in FY2028.

H1 FY27 Data Centre: Well ahead of prior year, below H2 FY2026 19 Oct 2026 ↗
Reason: Temporary extra share while other suppliers were supply constrained; supply conditions have normalised 19 Oct 2026 ↗
Next catalyst: Next-generation higher-speed products expected to ramp up during FY2028 19 Oct 2026 ↗
Group growth: Organic constant currency at least 21% in H1, vs 28% in first four months 19 Oct 2026 ↗

Next: next-generation higher-speed products ramp up during FY2028

19 Oct 2026 H1 FY27 Data Centre below H2 FY26, demand strong
25 Jun 2026 FY2026 delivered; strength continuing into FY2027
25 Mar 2026 FY26 upgraded again; part of demand may not recur
21 Jan 2026 Q3 elevated; FY26 expectations raised

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Closed · 3

Insider conviction1 director buying £38k in 1 buy · 10 Jul 2026 – 8 Oct 2026 +36% Insider conviction3 directors buying £808k in 4 buys · 11 Dec 2025 – 18 Jun 2026 +44% Insider conviction2 directors buying £311k in 3 buys · 10 Apr 2025 – 15 Jul 2025 +69%

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