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Morgan Advanced Materials (MGAM) investor relations material
Morgan Advanced Materials Strategy Update summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Strategy Update summary4 Dec, 2025
Strategic vision and market positioning
Aims to become a leading force in chosen markets by leveraging a century of expertise, technology leadership, and strong differentiators.
Multi-year strategy focuses on operational improvement, asset utilization, higher-margin growth, and active portfolio management.
Business is diversified across end markets, including aerospace, healthcare, semiconductors, and industrial processes, providing resilience and growth opportunities.
Operates globally with around £1.0bn in revenue and 8,100 employees across 57 sites.
Emphasizes customer intimacy, supply chain effectiveness, and building strategic partnerships to enhance value proposition.
Operational transformation and growth levers
Targets 12% operating margins by 2028, with a roadmap to 12–14% sustainable margins beyond 2028 through operational effectiveness and portfolio management.
Transformation includes group-wide procurement, digitalization, and turnaround of underperforming sites, aiming for £20m margin improvement by 2028.
Focuses on strategic customer collaborations, expanding value proposition, and proactive portfolio management including M&A and divestitures.
Emphasizes agility, leveraging group scale, and streamlining back-office functions for efficiency and growth.
Portfolio maximization through partnerships, divestments, and bolt-on M&A activities.
Divisional mandates and market focus
Thermal Products: Optimize costs, enhance delivery, expand in high-value segments, target 8%-10% margins.
Performance Carbon: Extend leadership, serve regulated markets, innovate in defense and industrial seals, target 14%-18% margins.
Technical Ceramics: Optimize network, invest in aerospace/defense, expand into adjacencies, target 12%-16% margins.
Each division executes tailored mandates to drive above-GDP growth and operational improvements.
Future capital deployment priorities after buyback pause?
Specific plans for underperforming sites turnaround?
What criteria guide potential divestments?
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Next Morgan Advanced Materials earnings date
H2 202527 Feb, 2026
Next Morgan Advanced Materials earnings date
H2 202527 Feb, 2026
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Frequently asked questions
Morgan Advanced Materials plc operates as a materials science and application engineering company primarily in the United Kingdom. The company specializes in metals and advanced ceramics from production through to repair, refurbishment, remanufacturing and disposal solutions. It also provides material solutions for customers, including original equipment manufacturers, aerospace, automotive and defense. Morgan Advanced Materials plc was founded in 1856 and is headquartered in Windsor, the United Kingdom.
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