Haydale Plc Regulatory News (HAYD)

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 plcSimon Turek, Chief Executive OfficerPatrick Carter, Chief Financial Officer

Mark Sait, Chief Commercial OfficerTel: +44 (0) 1269 842946

Cavendish Capital Markets Limited (Nominated Adviser & Broker)Corporate Finance - Julian Blunt / Edward Whiley / Trisyia JamaludinCorporate Broking - Andrew BurdisTel: +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.