#Zotefoams
Specialty materials maker Zotefoams #ZTF #$ZTF raises sales and earnings guidance after strong Q4.

sharesify.com/zotefoams-ra...
Zotefoams raises 2025 sales and earnings guidance
Zotefoams raises 2025 sales and earnings guidance, highlighting exceptional growth in footwear and consumer markets.
sharesify.com
January 22, 2026 at 9:29 AM
other UK reporting:

#MAB1.L Mortgage Advice Bureau in-line
#CBG.L Close Brothers in-line
#HWG.L Harworth in-line
#ZTF.L Zotefoams in-line
#FNTL.L Fintel in-line
#HAT.L H&T Group in-line
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March 18, 2025 at 7:34 AM
#ZTF.L Zotefoams (polyethylene foams, mkt cap £135mn) reports strong trading ytd to end April, with momentum continuing from 2024. sees tariffs as manageable, no change to margin guidance:
May 22, 2025 at 6:29 AM
Zotefoams #ZTF.L finals look fine with growth in revenue and adjusted profit, £15M writedown for ReZorce which is a pity, however the refreshed strategy makes a favourable impression. Outlook in N America for Polyolefin foams improved, regional manufacturing will be a plus. 2025 started well.
March 18, 2025 at 7:19 AM
Zotefoams #ZTF.L AGM TU reads well, revised strategy seems to be taking shape, full year expectations unchanged. Tariffs present a 'manageable headwind'. Sales growth in the period of 8% with record revenue £50.7M. Vietnam development continuing and well explained.
May 22, 2025 at 6:16 AM
Zotefoams #ZTF.L H1 results look good, decent growth in most areas excl Construction, margins up, eps up 55% to 19.99p (12.89p), debt down. JV announced in Vietnam, offset some costs of new factory plus good expertise/contacts. Outlook positive, FY underlying PBT ahead of current market expectations
August 5, 2025 at 6:09 AM
Zotefoams #ZTF.L making strategic investment in new footwear factory in Vietnam and footwear innovation centre in S Korea. Aiming for precision 3D manufacturing. Cost ~ £26M over 3 yrs, expect strong ROI and strategic benefits. Interesting move from new CEO, obv focusing more on strategy.
March 10, 2025 at 7:14 AM
Zotefoams #ZTF.L FY TU, good growth in High Performance Foams means revenue slightly ahead at £147.8M (127M) and record adj PBT £15.6M (13.1M) also ahead. Recognising a loss of £4.7M for the ReZorce devt, now ceased. Good to see the new CEO putting his mark on the strategy.
January 23, 2025 at 7:15 AM
Zotefoams #ZTF.L Q3 TU looks reasonable, full yr expectations maintained, revenue up 23% to £110.7M, Q3 revenue up 54% to £39.7M against weaker comparator. Footwear good due to Olympics. Rezorce-looking for strategic partner to 'enable commercial development of this transformative technology'.
November 4, 2024 at 7:17 AM
Zotefoams #ZTF.L FY TU reads well, revenue slightly ahead of expectations at £158.5M, adj PBT also ahead at £21.1M up 37.9%, a record for the company. Regions seem to be doing well, Asia expected to grow in importance once Vietnam factory up and running. Leverage ~0.8x, not much of a 2026 outlook.
January 22, 2026 at 7:12 AM
Zotefoams #ZTF.L TU, revenue up 26%, FY26 expectations unchanged. Footwear moderated as expected, offset by growth in other areas. Margins in line, cash generation 'similarly robust'. Outlook still positive, 'well positioned to adapt to evolving conditions'.
May 27, 2026 at 6:15 AM
Zotefoams #ZTF.L interims look good, confirm full yr outlook and with H1 adj EPS of 25.7p, potential for full yr f/cast of 39.3p (S/scope) to be beaten. Narrative reads well, a sense of strategy. OKC acqn performing well, ahead of plan. Seems a different company from 2yrs ago, new CEO having impact
August 5, 2026 at 6:34 AM
Fascinating visit to Zotefoams in Beddington – a global manufacturer employing hundreds of people in our area.

They produce high-quality products used in everything from construction and cars to planes and footwear.

Great to see a business like this thriving locally.
May 20, 2026 at 3:08 PM
Zotefoams #ZTF.L pausing ReZorce investment, not managed to find an investment partner. Focusing on core foams business, FY adjusted performance comfortably in line with expectations. Will reduce overheads, not expected to impact expectations for future performance. Up to £1.2M one-off closure cost.
December 18, 2024 at 7:15 AM
Zotefoams #ZTF.L has acquired a Spanish technical foams co, Overseas Konstellation Company, for Eu27.6M initial plus up to Eu8.4M earnout. Earnings accretive in the first full yr, a lot of info in the RNS about strategic fit re markets and geography, looks well thought through and a decent acqn.
November 18, 2025 at 3:50 PM
#ZTF.L

Tempus reckons they are worth looking at, advising:

Advice: Buy
Why: Foam maker is well placed to bounce back as it expands production in Europe and Vietnam.

www.thetimes.com/business/com...
Should you buy shares in Zotefoams?
Croydon-based company has enjoyed growth on the back of making lightweight foam used in record-breaking Nike trainers — but is it a high-performance investment?
www.thetimes.com
June 26, 2026 at 6:15 AM
Zotefoams #ZTF
Share Price 356p (pre-open)

REVENUE GROWTH IN 2024 > 2023

Adj PBT TO BE IN LINE WITH MARKET EXPECTATIONS

Consensus expectations for revenue is £145.5m and adj PBT income tax and separately disclosed items, for y/e 31 Dec 2024, is £14.9m.

Looks fully valued for now.
November 4, 2024 at 7:45 AM
Zotefoams #ZTF.L Q3 TU, performance in line with expectations and (caveated) full year revenue and adjusted PBT to be in line, to deliver mid single-digit growth for year as a whole. Plenty of strategic progress including interesting appointment of ex-Nike manager.
November 4, 2025 at 7:19 AM