Updates

Zotefoams

May 2026

Investing in shares may lose you all or some of your money. Past performance is no indication of future performance. Some of the shares recommended here may be small company shares, which can be relatively illiquid and hard to trade and this makes such shares more risky than other investments.

Zotefoams’ FY25 results were a record with sales up 7% to £158.5m and pretax profit +39% to £21.2m, driven by strong demand for advanced foams used in footwear. EPS were 36.8p, ahead of the 31.6p consensus, though it was helped by a £2.6m tax credit. As I noted in my March write-up, CEO Ronan Cox is pivoting to reduce the company’s reliance on foams for sneakers. The proportion is expected to drop from 50% to 40% of sales this year as relocation of footwear foam to Vietnam frees up capacity for higher-margin aerospace and high-spec industrial foams in the UK. Efficiency improvements and opportunistic price hikes have already lifted gross margins to 33.3%, and further operational changes together with the shift into new sec ...

To access our archive of articles and to receive current issues you need to subscribe.

Subscribe now

Already a subscriber? Login

Ramsdens

Alfa Financial - Late stage pipeline now 10 prospects

Zotefoams (December 2025)

Zotefoams (September 2025)

Zotefoams (September 2023)

Zotefoams (April 2023)

Zotefoams (April 2022)

Zotefoams - Big capex plans come to an end (September 2021)

Zotefoams (March 2021)

Zotefoams (September 2020)

Zotefoams - New contract worth possibly 10% to sales (July 2020)

Zotefoams - New capacity eases bottleneck (May 2020)

Zotefoams (February 2018)

With small companies there is an above average degree of risk compared to buying blue chips. Please be aware that we have not assessed the suitability of any of these investments for you. The newsletter simply states a personal view and diarises the editor’s investment decisions. Please speak to your stockbroker or other qualified individual to ascertain whether any of these companies mentioned would form useful additions to your own portfolios. Past performance is no indication of future success.

All material on this website is protected by copyright. You may use Information retrieved from the www.scsw.co.uk website for your own personal non-commercial use which means that you may not sell or copy this information to any third party without prior written consent. ISSN 1358-183X