Light Science Technologies CEO on Expanding Into Healthcare Market with CEM Contract

Why It Matters

The deal diversifies revenue, lifts margins and signals Light Science’s successful entry into high‑margin healthcare markets, a key catalyst for shareholder value.

Key Takeaways

• Light Science secures £600k annual healthcare CEM contract.
• Expanding into high‑margin healthcare, defense, and medical sectors.
• Turnkey CEM solutions aim to move up product tiers.
• De‑risking strategy reduces client concentration and diversifies revenue.
• Investments in energy‑efficient equipment boost margin and competitiveness.

Summary

Light Science Technologies Holdings PLC announced a new contract electronics manufacturing (CEM) deal in the healthcare sector, valued at roughly £600,000 annually. CEO Simon Deacon said the win marks the company’s deliberate push into higher‑margin markets such as healthcare, defense and medical, where it plans to offer turnkey solutions and move up the value chain.

The agreement underscores Light Science’s strategy to diversify away from its traditional pest‑control base and reduce client concentration. By delivering end‑to‑end manufacturing services, the firm aims to capture more of the product lifecycle, improving margins across its CEM division. Recent investments in energy‑efficient test and production equipment further support cost competitiveness.

Deacon highlighted that the healthcare client is a blue‑chip, internationally‑active company with operations in Japan, illustrating the firm’s global reach. He also noted that the CEM facility already produces AgTech sensorGROW sensors and lighting products, and is expanding into passive fire‑detection hardware following the InjectaClad acquisition.

If the contract rolls into a multi‑year agreement, Light Science expects stronger top‑line growth and higher profitability for the year, while positioning itself for further expansion into lucrative sectors. Investors will watch margin expansion and the company’s ability to replicate the turnkey model across new high‑value customers.

Original Description

Light Science Technologies Holdings PLC (AIM:LST, FRA:9FD) CEO Simon Deacon tells Proactive's Stephen Gunnion that the company has landed a healthcare contract worth more than £600,000 annually with an international blue-chip client — a significant step in its push into higher-margin markets.

"We see healthcare, defence and medical as being the higher margin markets," Deacon says, outlining a deliberate shift away from customer concentration in pest control toward sectors that offer better returns and larger international partners.

The contract electronics manufacturing division is also playing a broader role within the group, supporting AgTech product manufacturing and creating new opportunities following the Injectaclad acquisition — positioning Light Science as an increasingly integrated business rather than a collection of separate divisions.

Watch the full interview to hear more about Light Science Technologies’ growth strategy, international opportunities and focus on improving margins across its divisions.

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