Cohort (CHRT) Investor presentation summary

Leadership and experience

• Executive team has decades of defence industry experience, including roles at major defence firms and the UK MOD.

• Leadership continuity since foundation, with key executives serving since inception.

Strategic strengths and investment case

• Proven business model with a focus on attractive growth markets and niche sectors.

• Active acquisition strategy and strong financial position support R&D and capacity investment.

• Consistent dividend growth since IPO and visibility of earnings into the mid-2030s.

Business segments and capabilities

• Communications and Intelligence segment includes tactical/naval communications, C4I, satellite terminals, cyber security, and EW support.

• Sensors and Effectors segment covers EO surveillance, fire control, counter-UAS, sonar, and underwater situational awareness.