REG - Haydale PLC - Strategic Digital Infrastructure Partnership

HaydaleAnnouncement

Today 07:00

For best results when printing this announcement, please click on link below:
https://newsfile.refinitiv.com/getnewsfile/v1/story?guid=urn:newsml:reuters.com:20260302:nRSB7828Ua&default-theme=true

RNS Number : 7828U  Haydale PLC  02 March 2026

THIS ANNOUNCEMENT CONTAINS INSIDE INFORMATION FOR THE PURPOSES OF ARTICLE 7 OF
REGULATION (EU) 596/2014 (AS IT FORMS PART OF UK DOMESTIC LAW BY VIRTUE OF THE
EUROPEAN UNION (WITHDRAWAL) ACT 2018).

 

Haydale plc

("Haydale", the "Company" or the "Group")

Haydale Establishes Strategic Digital Infrastructure to Support Recurring
Revenue Model

Haydale (AIM: HAYD), the advanced materials and clean-technology group, today
announces the launch of an integrated subscription model across its
SaveMoneyCutCarbon ("SMCC") operations and JustHeat product deployments,
supported by a Strategic Platform Partnership Agreement (the "Platform
Partnership").

The initiative represents a deliberate shift towards recurring, multi-year
revenue relationships, combining product deployment, digital services and
subscription-based payment structures within a unified commercial framework.

Highlights

•      Launch of integrated subscription model: Introducing recurring,
multi-year revenue structures combining subscription-based carbon accounting,
verification, compliance and carbon finance capability for Group customers, to
be offered through SMCC.

 

•     Strategic platform partnership secured: Strategic platform
agreement entered into with Quidos Technologies Limited, providing scalable
digital infrastructure, including carbon accounting, verification and
environmental credit systems, underpinning the subscription model.

 

•        Advances core strategic objective: Enhances revenue visibility
and quality through recurring income streams while increasing lifetime
customer value and supporting scalable installation growth.

 

Integrated Subscription Model

The Group engages with thousands of business customers annually through SMCC
and its impact partner network. The new subscription model converts this
engagement into structured, recurring relationships that integrate:

·      carbon accounting and decarbonisation planning tools;

·      compliance-ready reporting and performance dashboards;

·      emission reduction verification capability; and

·      access to environmental credit infrastructure.

This structure enhances revenue visibility and quality by introducing
recurring digital and service income on a subscription model alongside product
deployment.

The Board believes this model strengthens lifetime customer value while
improving predictability of revenue streams.

Platform Infrastructure

Delivery of the subscription model is enabled through the Platform Partnership
with BEClimate ("BEC"), part of Quidos Technologies Limited ("Quidos"),
further details of which are set out below.

Under this agreement, the Group gains access to:

·      carbon accounting and decarbonisation action planning software
(BEScope),

·      verification infrastructure to quantify and report emission
reductions (BEVerify), and

·      transaction capability enabling monetisation of verified impact
where eligible (BEXchange).

This infrastructure allows SMCC and JustHeat deployments to be digitally
measured, verified and, where appropriate, monetised, supporting recurring
subscription income.

BEClimate is an integrated climate infrastructure platform purpose-built for
buildings, construction and materials. It has been developed to address
structural barriers that have historically constrained credible climate
finance in the built environment, including the absence of verifiable project
baselines, real-time measurement capability, analogue verification processes
and multi-year issuance cycles.

BEClimate is underpinned by Quidos, a government-accredited energy efficiency
group operating nationally recognised assessment schemes and widely adopted
carbon data and software platforms across the UK real estate and construction
sectors since 2006. This regulatory depth and operational footprint, combined
with senior team experience across carbon markets, registry infrastructure,
MRV design and climate finance, provides a robust institutional foundation for
high-integrity infrastructure, supporting scalable climate finance while
preserving transparency, auditability and methodological rigour.

The Platform Partnership involves payment of a £50,000 one-off onboarding,
configuration and integration fee and £50,000 per quarter during the initial
term of three years. The quarterly payments are subject to volume-linked
rebate mechanisms under which platform-generated revenues are applied against
those amounts. At anticipated operating volumes, these rebates are expected to
fully offset the quarterly payments in due course.

The agreement includes customary service-level obligations, regulatory
compliance representations and termination provisions.  As a strategic anchor
partner, the Group benefits during the initial term from preferential
commercial terms across platform services, including enhanced re-seller terms
and programme-supported access to verification and exchange capability.

The entering into of the Platform Partnership with Quidos (the "Transaction")
constitutes a related party transaction pursuant to Rule 13 of the AIM Rules
for Companies by virtue of Quidos being a 10.3% shareholder of the Company and
Simon Turek, Chief Executive Officer of Haydale, holding a 39.2% interest in
Quidos. Jeremy Nesbitt, Non-Executive Director of Haydale, is also a
Non-Executive Director of Quidos so has taken no part in the approval of the
Platform Partnership.

The independent directors for the purposes of the Transaction, being all
Directors excluding Simon Turek and Jeremy Nesbitt, consider, having consulted
with the Company's nominated adviser, Cavendish Capital Markets Limited, that
the terms of the Transaction are fair and reasonable insofar as the Company's
shareholders are concerned. The Board considered alternative providers and
standalone development options and concluded that equivalent carbon accounting
and decarbonisation action planning software, verification, reporting and
transaction infrastructure independently would involve materially higher
capital and operational expenditure, extended development timelines and
greater operational risk than the agreed strategic partner fee.

Mark Sait, Chief Commercial Officer, commented:

"Today's announcement reflects the commercial evolution of our platform.

Through SMCC and our impact partner ecosystem, we already engage with
thousands of businesses seeking support to reduce energy costs, manage carbon
reporting and improve efficiency. The launch of our subscription model
provides a structured, scalable way to serve that demand and on a recurring
basis.

This significantly increases our ability to scale across both digital services
and physical product deployment."

Gareth Kaminski-Cook, Chair, commented:

"This announcement represents a deliberate step in Haydale's transition toward
a broader decarbonisation platform.

We are transitioning from one-off deployments to recurring relationships with
businesses at scale. Through our impact partners, we have access to a
substantial business customer base, and the subscription model provides the
mechanism to serve that opportunity.

Importantly, this initiative enhances the quality and visibility of our
revenue, introducing scalable subscription economics alongside our product-led
growth."

 

For further information

Haydale Plc

Mark Sait, Chief Commercial Officer

Patrick Carter, Chief Financial Officer

Tel: +44 (0) 1269 842946
www.haydale.com (http://www.haydale.com)

Cavendish Capital Markets Limited (Nominated Adviser & Broker)

Julian Blunt / Edward Whiley / Trisyia Jamaludin - Corporate Finance

Andrew Burdis - Corporate Broking

Tel: +44 (0) 20 7220 0500

 

About Haydale

Haydale plc is an advanced materials and clean-technology company focused on
the development and deployment of energy- and water-efficient technologies at
scale.

The Group leverages its proprietary HDPlas® platform technology to develop
patented graphene-enabled products that deliver measurable energy, water and
carbon savings. These products are deployed through an integrated commercial
model that combines in-house product development with established customer
access, delivery capability and Impact Partner relationships.

SaveMoneyCutCarbon is the Group's embedded B2B go-to-market platform,
operating a national sales, programme management and installer network.
Through its Impact Partner Programme, SMCC originates pre-qualified SME and
corporate demand via long-term agreements with UK banks and utilities. This
partner-funded acquisition model provides scalable, low-cost customer
origination and recurring programme revenue.

Haydale's strategy is focused on accelerating the deployment of cost-effective
decarbonisation solutions across the UK's built environment, while building a
scalable platform for wider international deployment through strategic
partners. The Group is execution-led and product-focused, translating advanced
materials science into commercially deployable products and solutions that
deliver measurable energy, water and carbon savings.

 

This information is provided by RNS, the news service of the London Stock Exchange. RNS is approved by the Financial Conduct Authority to act as a Primary Information Provider in the United Kingdom. Terms and conditions relating to the use and distribution of this information may apply. For further information, please contact
rns@lseg.com (mailto:rns@lseg.com)
 or visit
www.rns.com (http://www.rns.com/)
.

RNS may use your IP address to confirm compliance with the terms and conditions, to analyse how you engage with the information contained in this communication, and to share such analysis on an anonymised basis with others as part of our commercial services. For further information about how RNS and the London Stock Exchange use the personal data you provide us, please see our
Privacy Policy (https://www.lseg.com/privacy-and-cookie-policy)
.   END  AGRQDLFLQLLBBBQ



            Copyright 2019 Regulatory News Service, all rights reserved