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Simon Walther

Finance Director, Cohort

Verified interview transcripts, podcast appearances, and direct quotes from Simon Walther, Finance Director at Cohort. AI-verified speaker identity with full-text searchable transcripts.

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Recent appearances

  • Cohort plc - Results FY26 Webinar recording with Q&A

    Andy Thomis (CEO) and Simon Walther (FD) conducted a Webinar covering Cohort's record results for the financial year ended 30 April 2026. Highlights included a revenue increase of +13%YoY and an order book of Β£619m stretching out to 2037. The war in Iran, ongoing conflict in Ukraine, and continued Asia-Pacific tension mean that defence challenges have multiplied and accelerated rather than diminished. In the UK, detailed spending plans highlight new priorities that look well aligned with Cohort’s specialised technology. Our Fair Value per share estimate is raised from 1930p to 2125p. The f…

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  • Cohort plc - Investor Presentation (Half Year results) - January 2026

    Andy Thomis (Chief Executive) and Simon Walther (Finance Director) conducted a live Investor Presentation covering half year results for the six months period to 31st October 2025. Highlights included a 9% increased in revenue to Β£128.8m, a sustained strong order book (Β£604.5m) and a 10% increase in the interim dividend. Management provided a detailed Financial Review, and discussed how geopolitical tensions continue to drive demand. The team highlighted the strong opportunity pipeline across the Group's businesses in both the Communications and Intelligence, and Sensors and Effectors divisi…

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  • Cohort plc Results Webinar 13 December 2024

    CEO Andrew Thomis and FD Simon Walther take viewers through Cohort plc's strong interim results, confident outlook, and exciting acquisition of EM Solutions in Australia. Audience questions are then addressed. The video lasts 52 mins, with content divided up as follows: 00:00 Introduction and Investment Case 03:51 First Half Highlights 07:32 Financial Review 10:39 Group Outlook & Summary 27:10 Questions & Answers There is also an Equity Development analysis of the H1 results avaliable here: https://www.equitydevelopment.co.uk/r...

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  • Cohort plc - Investor Presentation (July 2024) - FY Results

    Andy Thomis (Chief Executive) and Simon Walther (Finance Director) of Cohort plc (AIM:CHRT) conducted an Investor Presentation covering results for the financial year ended 30 April 2024. The management team discussed highlights of the period, which included record revenue, adjusted operating profit, order intake, closing order book and net funds, exceeding market expectations. The team also provided a financial review and took viewers through divisional highlights, as well as a detailed discussion of the outlook for the business with a robust demand picture, ongoing investing in technology…

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  • Cohort plc - Investor Presentation (Half Year Results) - December 2023

    Andy Thomis (Chief Executive) and Simon Walther (Finance Director) of Cohort plc (AIM:CHRT) took investors through highlightsΒ ...

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  • Andy Thomis, CEO & Simon Walther, CFO - Cohort (CHRT)

    Cohort (AIM: CHRT) is the parent company of six innovative, agile and responsive defence technology businesses providing a wide range of services and products for UK and international customers. It has headquarters in Reading, Berkshire and employs in total over 1,100 core staff there and at its other operating company sites across the UK, Germany, and Portugal. Cohort was admitted to London's Alternative Investment Market in March 2006.

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  • Cohort plc - Investor Presentation (FY Results) - July 2023

    Andy Thomis (Chief Executive) and Simon Walther (Finance Director) of Cohort plc (AIM:CHRT) - the independent technology group comprising six military, electronics and intelligence development operations spread across the UK, Germany, and Portugal - conducted an Investor Presentation covering preliminary results for the financial year ended 30 April 2023. The management team discussed highlights of the period, including record operating profit, revenue and order book. They touched on the new reporting divisions, provided a full Financial Review and a detailed look at the encouraging outlook…

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  • Cohort plc - Investor Presentation and Q&A (February 2023)

    Andy Thomis (Chief Executive) and Simon Walther (Finance Director) give a presentation that covers Cohort plc’s ambitions and recent interim results, as well as sharing deeply experienced insights into the geopolitical threats currently facing the world. They then address a wide variety of questions posed by the live audience. 0:00:00 Beginning 0:00:03 Introduction to Cohort and its business model (CEO) 0:09:00 Growth strategy (CEO) 0:15:18 Financials and Order Book (FD) 0:20:31 Outlook and investment proposition (CEO) 0:28:42 Q&A 0:56:38 Conclusion

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