Rosebank Industries (ROSE) Trading update summary

Trading performance and divisional highlights

• ECI division delivered strong performance, with revenue and adjusted operating profit up year-on-year and in line with full-year expectations.

• Electrification & Industrial division saw revenue growth, offset by a decline in Appliance & HVAC due to strategic exit from low-margin business and industry headwinds.

• Restructuring programme progressing well, including completed exit from costly working capital customer factoring and supplier finance arrangements.

• Management continues to recover all tariffs incurred and is actively pursuing bolt-on acquisition opportunities for ECI, CPM aftermarket, and MW Components divisions.

Acquisition and market developments

• Completion of CPM acquisition expected next week, with MW Components acquisition to follow shortly after.

• Admission to the Main Market of the London Stock Exchange completed on 1 May 2026, with anticipated inclusion in the next FTSE 250 Index review.

• Focus remains on operational improvement and cautious acquisition strategy amid geopolitical uncertainty.