REG - Light Science Tech. - First order as Injectaclad supplier

Light Science Technologies HoldingsAnnouncement

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RNS Number : 9097C  Light Science Tech. Holdings PLC  05 May 2026

THIS ANNOUNCEMENT CONTAINS INSIDE INFORMATION FOR THE PURPOSES OF THE MARKET
ABUSE REGULATION (EU) 596 / 2014 WHICH FORMS PART OF UNITED KINGDOM LAW BY
VIRTUE OF THE EUROPEAN UNION (WITHDRAWAL) ACT 2018, AS AMENDED. UPON THE
PUBLICATION OF THIS ANNOUNCEMENT, THIS INSIDE INFORMATION IS NOW CONSIDERED TO
BE IN THE PUBLIC DOMAIN.

 

 

Light Science Technologies Holdings plc

("LSTH", "Light Science", the "Company" or the "Group")

 

First Injectaclad Order Secured Following Acquisition

 

Successful Completion of the Initial Integration Phase

 

Light Science Technologies Holdings plc (AIM: LST), the innovative technology
and manufacturing business, announces that its Passive Fire Protection ("PFP")
division has secured its first order as a supplier of the fire-resistant
graphite barrier system, Injectaclad. This milestone follows completion of the
acquisition of RLUK Injection Ltd ("RLUK") on 14 April 2026 (the
"Acquisition").

 

The Company has received a contract confirmation from one of its approved
Injectaclad installers requiring c.£0.41m of Injectaclad material to be
called off over the 19-week project completion window.  Work is scheduled to
commence in early May 2026 on a five-storey residential building in East
Yorkshire. Group revenue delivery of c.£0.41m relating to this project is
expected to be fully recognised in the current financial year, subject to the
project progressing as anticipated.

 

In just over two weeks since the Acquisition, commitments for Injectaclad
product have now been secured from 5 of the 11 quality-accredited installation
contractors, highlighting the growing impact of this new revenue stream for
the Company.

 

Strong progress in enhancing systems and stakeholder relationships

 

Prior to completing the Acquisition, LSTH operated solely as an Injectaclad
quality-accredited installation contractor. A central strategic rationale for
acquiring RLUK was to establish a higher-margin revenue stream through
supplying Injectaclad materials to its approved installation contractors.
There are currently 11 qualified installers, each with a substantial project
pipeline. This positions the Group to capture a greater share of the value
chain and accelerate growth within the PFP division, particularly as the
Building Safety Regulator ("BSR") continues to focus on reducing delays and
expediting cladding remediation programmes.

 

Since completing the Acquisition, the Company has made significant progress in
executing its integration plan. Core infrastructure required to ensure
business continuity has been successfully integrated, including IT systems,
management information systems, data migration, insurance arrangements and
legal frameworks. The Group has engaged with its supply chain and quality
assured installation contractor network and has further refined its strategy
through collaboration with key stakeholders, including fire engineers,
architects and contractors. Partnerships with fire engineers have been
established to strengthen design capabilities, and enhanced testing
requirements have been scoped.

 

Operationally, a warehouse facility has been established at the Contract
Electronics Manufacturing division's Manchester site, alongside the
development of a supporting logistics network. The Company has also actively
promoted its offering, including exhibiting at the three-day Fire Safety Event
at the NEC last week.

 

Planned phased development

 

Looking ahead, the next phase of the integration plan will focus on
strengthening the team with enhanced technical, quality and governance
expertise. The Company will communicate its strategy more broadly to
quality-assured installation contractors, existing customers and prospective
clients, while updating its marketing materials to support this effort. In
parallel, LSTH will continue supporting clients and contractors with technical
guidance to help convert projects currently awaiting BSR approval. Enhanced
testing programmes will be implemented with selected partners, and further
engagement with technical experts will support the development of
industry-leading brand ambassadors.

 

Injectaclad's recent participation in the Fire Safety Event 2026 at the NEC
provided a valuable platform to engage directly with industry professionals
and organisations committed to maintaining the highest standards of fire
safety. The event enabled the Company to showcase its technology and
demonstrate the benefits of its solutions to a wide audience.

 

Simon Deacon, CEO of LSTH, commented: "We are delighted with the recent order
win, which highlights the significant opportunity to position ourselves as
both an installer and supplier of Injectaclad. The PFP division is gaining
increased visibility and is well placed to secure a growing number of projects
that would otherwise require full façade removal and replacement, delivering
substantial cost savings and minimising disruption for residents.

 

"With 11 installers in the network, the Injectaclad acquisition provides
access to a broad and growing pipeline of potential projects. The Company is
also seeing a growing number of BSR applications specifying Injectaclad. This
represents a highly exciting opportunity for the Group, not only within the
PFP division but across all our operations, as we focus on driving order
conversion, increasing recurring revenues and delivering sustainable
profitability."

 

For additional information please contact:

 

 Light Science Technologies Holdings plc           www.lightsciencetechnologiesholdings.com

                                                 (https://protect.checkpoint.com/v2/r02/___http:/www.lightsciencetechnologiesholdings.com___.YXAxZTpzaG9yZWNhcDpjOm86ZjY3OWQ2MDBhMzAwMzQ5YjVmODI5MmQ3ZDcxMTExMmU6Nzo5NjZlOjZmMWNiMTBmZTAxY2FiZWY5Njc5NDU2MzRhMDAzYmFlODEzZDJjNGUzMWY4Nzc5YjM5MTMyOTMxMmViYTY2Njk6cDpGOk4)
 Simon Deacon, Chief Executive Officer

                                                 via Walbrook PR
 Jim Snooks, Chief Financial Officer

 Andrew Hempsall, Chief Operating Officer

 Shore Capital (Nominated Adviser and Broker)        +44 (0)20 7408 4050

 Stephane Auton / George Payne

 Walbrook PR Ltd (Media & Investor Relations)      Tel: +44 (0)20 7933 8780 or lst@walbrookpr.com (mailto:lst@walbrookpr.com)

 Nick Rome / Marcus Ulker

 

 

Notes to Editors:

 

About Light Science Technologies Holdings
plc (www.lightsciencetechnologiesholdings.com
(https://protect.checkpoint.com/v2/r02/___http:/www.lightsciencetechnologiesholdings.com/___.YXAxZTpzaG9yZWNhcDpjOm9mZmljZTM2NV9lbWFpbHNfYXR0YWNobWVudDplOTZjMTRiZGU2MTI3ZGU5NDA3YzNjMjU4ZGM2OTBmNjo3OjQ3ZjY6ZTAyODZhYzdmNTQwMjg3Mzg2ZWZjNGE5YWVlMDM2Njc2MjI0NTIwOWFlMjc4ZjQ3MjRkMGI1YmYwMmE1MTAyMzpwOkY6Tg)
)

 

Light Science Technologies Holdings plc ("LSTH") operates through three
divisions: Passive fire protection ("PFP"); AgTech ("AGT") and contract
electronics manufacturing ("CEM"). The Company is involved in the design,
manufacturing, and installation of products and customized solutions spanning
various industry sectors, with a focus on addressing global challenges related
to food security, climate change, and fire protection, the Group is committed
to developing robust solutions in these rapidly growing market sectors.

 

As both an installer and supplier of the fire resistant graphite barrier
system Injectaclad, the PFP division is strongly positioned to capture a
growing proportion of the fire remediation market as the Buildings Safety
Regulator ("BSR") backlog unblocks, enabling accelerated conversion of the
Company's strong sales pipeline. The Injectaclad system is a solution for the
retrospective installation of cavity fire barriers in buildings using a pumped
system, thereby avoiding the need for full-scale façade removal. It addresses
a significant problem in the UK's built environment, where thousands of
buildings require remediation to meet fire safety standards. For more
information please visit Cavity Fire Barrier Remediation System | Injectaclad
Ltd
(https://protect.checkpoint.com/v2/r02/___https:/www.injectaclad.com/___.YXAxZTpzaG9yZWNhcDpjOm9mZmljZTM2NV9lbWFpbHNfYXR0YWNobWVudDplOTZjMTRiZGU2MTI3ZGU5NDA3YzNjMjU4ZGM2OTBmNjo3OjFkZWQ6MWQxOGJiYzhlMjhhNGJlMmZlMzc5ZTk2MDY2YmI2ZmIzN2Q3Y2I5ODY1MTk2NzJhNDE1N2UxZTA0YTI0MTdmMzpwOkY6Tg)

 

The Group's tailored AgTech solutions encompass control systems, grow lights,
sensor technology, venting, and irrigation systems, catering to both UK and
global customers. Key markets include indoor, vertical, glasshouses,
polytunnels, and more recently wider applications in broadacre farming.
Driving factors comprise global food and water shortages, a growing
population, government policies promoting sustainable growth methods,
heightened scrutiny of food production's impact on climate change, and a shift
away from processed foods. Key markets span Eastern Europe, the Americas,
Australasia, and select locations in the Middle East, with the Company
expanding routes to market via low-cost, low risk distribution agreements
globally. For more information please visit: Sustainable grow lights and
sensor technology - Light Science Technologies
(https://protect.checkpoint.com/v2/r02/___https:/lightsciencetech.com/___.YXAxZTpzaG9yZWNhcDpjOm9mZmljZTM2NV9lbWFpbHNfYXR0YWNobWVudDplOTZjMTRiZGU2MTI3ZGU5NDA3YzNjMjU4ZGM2OTBmNjo3OjkxNzc6ZWVhODcyMTQyYzVhZWM5ZmU5NmE2ZTAxY2Q0MTg4NjAwYjZlODNlZGVhMDcwZTA1YzhjNjk5MjA1MDBkOTRlYzpwOkY6Tg)

 

The CEM division excels in designing, procuring, and manufacturing
high-quality electronic products, with a specialisation in Printed Circuit
Boards. These products find application across diverse sectors such as audio,
automotive, electronics, gas detection, lighting, pest control,
telecommunications and AgTech. For more information please visit: Home | UK
Circuits
(https://protect.checkpoint.com/v2/r02/___https:/www.ukcircuits.co.uk/___.YXAxZTpzaG9yZWNhcDpjOm9mZmljZTM2NV9lbWFpbHNfYXR0YWNobWVudDplOTZjMTRiZGU2MTI3ZGU5NDA3YzNjMjU4ZGM2OTBmNjo3OjNlZjI6NGJhM2VjY2YzN2Y5OTg1OTdjMTUwY2RkZTcwOWVmMzljYTRkYzZiMGIyNGY0NTM4MDU3ZmE1MjMxMjhlYjNlNjpwOkY6Tg)

 

The Group is strongly positioned across a range of high growth sectors with
proven technologies and solutions. It is increasingly focused on high margin
opportunities that will drive cash generation. Furthermore, it is positioned
for accelerated growth, targeting larger contracts and increasing recurring
revenues - as both legislation and global issues look set to underpin demand
for its products, driving the Company towards sustained profitable growth.

 

 

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