REG - Haydale PLC - Contract Win

HaydaleAnnouncement

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RNS Number : 8404H  Haydale PLC  11 June 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")

 

Contract Win

 

Haydale announces the expansion of agreement with Lloyds Banking Group
("Lloyds") through its SaveMoneyCutCarbon ("SMCC") platform.

Haydale (AIM: HAYD), the advanced materials and clean-technology group,
announces the expansion of its agreement with Lloyds Banking Group ("Lloyds")
through its SaveMoneyCutCarbon ("SMCC") platform.

Following a successful regional pilot launched in November 2025, Lloyds has
confirmed its intention to proceed to a national roll-out across its SME &
Mid Corporates customer base. National launch is currently targeted for June
2026.

The expansion materially expands SMCC's ability to support a broad base of SME
& Mid Corporate clients and property owners and represents a further step
in scaling the Group's Impact Partner Programme, supporting the development of
visible, repeatable and programme-based revenue streams.

 

Strategic Importance

The expansion of the agreement with Lloyds further scales SMCC's Impact
Partner model, under which long-term agreements with financial institutions
and utilities provide embedded access to large, pre-qualified customer bases.
Through this agreement, SMCC have the opportunity to extend provision of its
end-to-end Sustainability-as-a-Service platform that helps businesses cut
their energy, water, and carbon footprint to Lloyds' SME & Mid Corporate
customer base, significantly expanding its reach into SMEs and commercial
landlords and establishing a scalable pipeline for deploying solutions
including energy efficiency, JustHeat, renewables and EV infrastructure.

The Company expects this agreement to contribute to SMCC's growth during FY26
and beyond, supporting the continued transition towards recurring, multi-year
revenue relationships driven by programme delivery rather than one-off
transactions.

This model is designed to be repeatable across multiple partners and sectors,
with each new agreement adding incremental customer access, programme volume
and revenue visibility. As the model continues to scale, the Company believes
it has the potential to support multi-partner programme deployment across tens
of thousands of sites, providing a pathway to significant revenue growth
across the SMCC platform.

SMCC's integrated proposition - combining water, energy and carbon solutions -
provides customers with a practical and cost-effective route to reducing both
environmental impact and operating costs, while enabling a more joined-up
approach to improving building performance.

Through the expanded Agreement, SMCC is positioned to scale programme
deployment across a significantly larger customer base while building
long-term recurring customer relationships.

 

Simon Turek, CEO of Haydale, commented:

"This is a clear demonstration of the SMCC platform scaling from pilot into
embedded, national programme delivery.

Lloyds provides both access and structure to deploy solutions at scale,
helping more SMEs and commercial landlords reduce operating costs and improve
sustainability performance.

This is the model that drives repeatable revenue at scale, with programmes
expected to convert into recurring, programme-based revenues over time."

 

Mark Sait, CEO of SaveMoneyCutCarbon, commented:

"The pilot has demonstrated not just strong demand, but the ability to convert
that demand into delivered projects.

We have worked closely with Lloyds to build a structured model that moves
efficiently from customer engagement through to installation, improving
conversion at each stage.

This is a highly repeatable model that combines embedded customer access,
structured delivery and a broad solution set to generate consistent revenue
and measurable impact over time."

 

 

For further information

Haydale plc

Simon Turek, Chief Executive Officer

Patrick Carter, Chief Financial Officer

Mark Sait, Chief Commercial Officer

Tel: +44 (0) 1269 842946

 

Cavendish Capital Markets Limited (Nominated Adviser & Broker)

Corporate Finance - Julian Blunt / Edward Whiley / Trisyia Jamaludin

Corporate Broking - Andrew Burdis

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's mission is to improve the energy, water and carbon
performance of one million buildings.

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 combining product innovation, customer access, delivery capability and
Impact Partner relationships.

SaveMoneyCutCarbon operates as the Group's embedded B2B go-to-market platform,
providing a national sales, programme management and installer network
capability. Through its Impact Partner Programme, SMCC originates
pre-qualified demand via long-term agreements with UK banks and utilities.

Haydale's strategy is focused on scaling the deployment of cost-effective
decarbonisation solutions across the built environment, supported by
measurable outcomes and financing structures that enable adoption.

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