Summary

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31	31	The company will continue to grow, supporting principal contractors working on major projects across the UK, leveraging the quality and range of its regional resource.
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33		-
34	34	**Differentiating itself  on its quality and scale**
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36	36	In every sector in which the company operate, its key differentiator will be the quality and scale which the company can offer – and the programme certainty which that delivers.
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	37	+**Taking the substantial growth opportunities which new technologies present**
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39		-Taking the substantial growth opportunities which new technologies present
40		-
41	41	Digital, data and the trend towards offsite manufacture all offer substantial ongoing growth opportunities as its sector transforms and as designs and installations themselves become more complex.
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	41	+**Steadily targetting improved margin growth**
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44		-Steadily targetting improved margin growth
45		-
46	46	The company's business will focus on steady improvement of its operating margin, through targeted tendering and operational efficiency.
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	45	+**And growing the topline of the business too**
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49		-And growing the topline of the business too
50		-
51	51	Based on the increased value to its market place that its integrated offering presents, the company will also have the ability to grow group turnover in the medium term, while retaining its focus on margin.
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	49	+= Strength =
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54		-Strength
	51	+The company's investor case shows a strong, balanced business, funding its own growth and focused on new technologies.{{footnote}}https://www.tclarke.co.uk/investor-case/{{/footnote}}
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56		-The company's investor case shows a strong, balanced business, funding its own growth and focused on new technologies.
	53	+**Positive cash position and debt free**
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58		-[[https:~~/~~/www.tclarke.co.uk/investor-case/>>url:https://www.tclarke.co.uk/investor-case/]]
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60		-Positive cash position and debt free
61		-
62	62	Cash generation is strong, planned investments from growth are funded from internal resources.
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	57	+**Sustainable balanced business**
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65		-Sustainable balanced business
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67	67	Sustained revenue across its five target markets. The company's integrated offering and technological expertise sets it apart from its competitors and makes it the contractor of choice for all projects.
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	61	+**Improving margin profile and profitability**
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70		-Improving margin profile and profitability
71		-
72	72	T Clarke PLC is focused on growing profits ahead of revenues.  T Clarke PLC has a differentiated service offering that commands higher margins.  T Clarke PLC has a clear medium term target to increase the underlying operating margin to a sustainable 3%.
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	65	+**Strong EPS growth and progressive dividend policy**
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75		-Strong EPS growth and progressive dividend policy
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77	77	T Clarke PLC is committed to a progressive dividend policy, whilst balancing the rewards of shareholders with the interests of other stakeholders.
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	69	+**Forward revenue visibility**
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80		-Forward revenue visibility
81		-
82	82	The company's forward order book at 31stDecember 2018 stood at £411m, with £118m revenue booked for 2020 and beyond.
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	73	+**Management discipline and robust risk management approach**
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85		-Management discipline and robust risk management approach
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87	87	The company operate a highly effective and selective approach to tendering and potential customer risk assessment.  The company also operate a prudent profit recognition policy.
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	77	+= Business segment =
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90		-Business segment
	79	+== Infrastructure ==
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92		-Infrastructure
	81	+Work on major transport, healthcare, education, prison and defence projects across the country, ensures balance in its order book, as the company achieve its strategic goals.{{footnote}}https://www.tclarke.co.uk/wp-content/uploads/2019/04/TClarke-AR18-double-page.pdf{{/footnote}}
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94		-[[https:~~/~~/www.tclarke.co.uk/wp-content/uploads/2019/04/TClarke-AR18-double-page.pdf>>url:https://www.tclarke.co.uk/wp-content/uploads/2019/04/TClarke-AR18-double-page.pdf]]
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96		-Work on major transport, healthcare, education, prison and defence projects across the country, ensures balance in its order book, as the company achieve its strategic goals.
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99	99	TClarke has a proven in-house infrastructure team and over the years T Clarke PLC has also developed additional services and capabilities. For example, for healthcare clients T Clarke PLC has a turnkey design and build service for scanning suites, supported by a healthcare controls manufacturing operation and partnerships with world-leading healthcare equipment manufacturers.
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	85	+== Residential & Accommodation ==
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102		-Residential & Accommodation
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104	104	Across the UK, T Clarke PLC is active in the residential, hotel and student accommodation marketplace. In Scotland, the company lead as a ‘one-stop shop’, partnering quality homebuilders.
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107	107	There is strong market appetite for its expertise in this sector. As part of its margin-targeting strategy, the company operate a consistently selective approach to residential projects, showing more caution in respect of high-end, luxury residential fit outs and focusing more often on the shell and core aspects of these projects, where the company prefer the risk-profile.
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109	109	At the same time, the company also favour the development of effective long-term partnerships and so take on growth opportunities with confidence. The company's partnership with the Berkeley Homes Group in North London, leading to potential new opportunities in other geographic areas, was a strong example of this in 2018.
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	93	+== M&E Contracting ==
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112		-M&E Contracting
113		-
114	114	M&E Contracting is its core market nationwide. The company focus on landmark projects, working for long-term partners and principal contractors who value the advantages the company bring.
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116	116	As a specialist building services contractor, its core offer is the design and installation of all the power, water, waste and climate control services that a building needs. The company offer those services nationwide and, in line with its margin focus, T Clarke PLC is selective in the projects for which the company tender and the principal contractors with whom the company work.
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118	118	The company's integrated services offer gives it a strong market position and the company win and deliver more than its share of major projects. This, in turn, builds its skillbase and helps it to achieve very strong staff retention rates and the scale of resource its clients want.
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	101	+== Technologies ==
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121		-
122		-Technologies
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124	124	The company's technologies offer also includes its offsite manufacturing facility at Stansted where vast 6-10 metre prefabricated modules containing mechanical and electrical services and pre-wired and pre-plumbed equipment can be precision manufactured in safe, clean conditions and brought together onsite. This dedicated capability has been key to winning and delivering various landmark projects during the year
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	105	+== Facilities Management ==
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127		-Facilities Management
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129	129	T Clarke PLC is specialists in Facilities Management, targeting long-term relationships and major framework agreements.
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131	131	T Clarke PLC is proud to enjoy a number of key long-term FM relationships. These include Springfield Nuclear Fuels, BAE Systems, EDF at Dungeness and Sizewell and across US airbases in East Anglia. Across its regions the company also deliver regular FM services where these meet its value model and its Birmingham office is a centre of excellence in FM for a variety of commercial and industrial clients.
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133	133	The company also target major framework agreements in both public and private sectors. The company's position on the Manchester Airport Group, NHS Procure 22 and ESFA Schools Framework are all strategically significant for its business.
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135		-
136		-
137		-
138	138	= Outlook =
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140	140	Order book has been maintained at £370 million.{{footnote}}https://www.tclarke.co.uk/wp-content/uploads/2019/08/2019-30th-June-Investor-Pack-final-rv1.pdf{{/footnote}}