)
Visual
test
Morgan Advanced Materials
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?
Procurement's specific margin contribution by 2028?
Semicon capacity redeployment details?
Timeline for dividend growth based on cover?
Partial view of Summaries dataset, powered by Quartr API
Research faster. Power your platform.
Latest summaries
- TimeTickerHeadlineOpen
- 5 FebARES
AUM climbed 29% to $622.5B, with record fundraising, earnings, and a 20% dividend increase. - 5 FebFR
FFO per share rose 11.7% in 2025, with strong leasing and a 12.4% dividend increase. - 5 FebBTU
Centurion Mine launch and strong cash flow position drive higher 2026 met coal volumes and returns. - 5 Feb033780
Record earnings, robust shareholder returns, and global expansion mark 2025; moderate growth targeted for 2026. - 5 FebWST
Integrated PFS system accelerates development, reduces risk, and simplifies compliance. - 5 FebCMS
2025 adjusted EPS up 8%+ to $3.61, 2026 guidance raised, $24B plan drives growth. - 5 FebCHILE
2025 net income reached CLP 1,192,262 million, with strong capital and digital-driven growth ahead. - 5 FebORLY
Record 2025 results with 6% sales and 10% EPS growth, plus strong 2026 outlook. - 5 FebOWL
AUM surpassed $300 billion in 2025 amid record fundraising and double-digit earnings growth. - 5 Feb035760
Operating profit doubled YOY in Q4 2025, led by global content and platform growth.
Next Morgan Advanced Materials earnings date
H2 20253 Mar, 2026
Morgan Advanced Materials
Next Morgan Advanced Materials earnings date
H2 20253 Mar, 2026
The essential earnings season companion
The #1 app for qualitative research. Live earnings calls, AI chat, transcripts, and more. All for free.
Live calls and transcripts
Listen to earnings calls, CMDs, investor conferences, and more – with a podcast-like experience.
Find what you need faster
Search for any keyword across all transcripts simultaneously.
Easily store key findings
Capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Your watchlist. Your dashboard.
Follow the companies that matter to you. Get a personalized feed with real-time updates.
Be the first to know
Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned.
Consensus estimates
Access analyst consensus estimates, valuation multiples, and revenue segments splits.
All IR material in one place
The easiest way to stay updated during earnings season.
Global coverage
All events from public companies. Live and recorded.
Just click and listen
No webcast links. No manual registrations.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
)
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
)
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
I can't remember the last time an app had such a positive impact on my investment process.
)
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
I can't remember the last time an app had such a positive impact on my investment process.
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
)
)
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.
Quartr provides global coverage of all investor relation material from public companies.
Mobile app: Research anytime, anywhere with the #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.
Desktop (Quartr Pro): The leading platform for qualitative research, used daily by top firms and financial institutions.
Quartr API: Build custom solutions powered by live earnings calls, live transcripts, filings and reports, slide presentations, and more.
Yes, the Quartr mobile app is free on both iOS and Android.
Yes. Quartr provides global, industry-leading live coverage of company events such as regular earnings calls, capital markets days, M&A announcements, and investor conferences. Live with zero delays. Just click and listen.
Yes, capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Yes. Follow the companies that matter to you. Get a personalized feed with real-time updates, a tailored earnings calendar, and instant alerts when earnings calls go live.
Yes. Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned, regardless of who's talking.
Explore our global coverage