Zotefoams first-half revenue rose 23% to £95.2 million, lifted by its OKC acquisition. Organic sales grew 4%, with CEO Ronan Cox citing diversified end markets and disciplined execution.
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Zotefoams plc reported a 23% jump in first-half revenue to £95.2 million, the company said Wednesday, as the specialty foams maker booked its first full interim contribution from the OKC acquisition and posted modest organic growth.
The revenue figure for the six months ended June 30 included £13 million from OKC, the U.S.-based polyolefin foam business Zotefoams bought in mid-2025. Excluding that deal, organic revenue rose 4%, or 6% in constant currency, CEO Ronan Cox said on the earnings call.
“The first half really shows diversification and disciplined execution working together,” Cox said. “It's really important to be clear about the quality of the growth.”
The organic increase came despite mixed demand across Zotefoams’ end markets. Cox did not break out divisional revenue in his opening remarks but signaled that the company’s broad customer base – spanning footwear, automotive, aerospace, packaging and industrial insulation – helped smooth out weakness in any single sector.
The OKC integration is proceeding on schedule, he said. The deal gave Zotefoams a manufacturing foothold in the U.S. and expanded its capacity for cross-linked polyethylene foam, a product line used in protective packaging and construction.
Chief Financial Officer Nicholas Wright, who followed Cox on the call, was expected to detail gross margins, operating costs and cash flow in the financial review portion of the presentation. The company has historically reported operating profit margin in the mid-teens and kept net debt low relative to earnings.
Zotefoams shares trade on the London Stock Exchange under the ticker ZTF and on the U.S. OTC market as ZTFMF. The stock has gained roughly 15% year to date, slightly ahead of the FTSE Small Cap index.
Cox closed his prepared remarks by saying the company is “confident in the outlook for the second half,” citing a healthy order pipeline and the full-year benefit of OKC. A question-and-answer session followed the presentation.
The interim dividend was not discussed in the opening remarks but is typically declared alongside the results.
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