Endava plc (NYSE:DAVA) Q1 2024 Earnings Conference Call November 15, 2023 8:00 AM ET Company Participants Laurence Madsen - Head of Investor Relations John Cotterell - Chief Executive Officer Mark Thurston - Chief Financial Officer Conference Call Participants Ashwin Shirvaikar - Citi Zack Ajzenman - TD Cowen Maggie Nolan - William Blair Nate Svensson - Deutsche Bank Antonio Jaramillo - Morgan Stanley Operator Good morning and welcome to the Endava First Quarter Fiscal Year 2024 Results Conference Call. All ...

ADVISE Technology Strategy Enterprise Architecture Data Strategy RUN Modern Application Management Managed Cloud Service Delivery l Smart Desk BUILD Agile Transformation Accelerated DevOps Transformation Architecture Distributed Agile Delivery Cloud Application Engineering Platform Engineering Delivery Management Software Security Full Lifecycle Testing Test Engineering Artificial Intelligence l VR, AR and XR Development endava � 14 IDEATION TO PRODUCTION CAPABILITIES, DISTRIBUTED AGILE AT SCALE, DOMAIN EXP ...

Revenue Performance - Q1 FY2024 revenue decreased by 3.9% year on year to £188.4 million, compared to £196.2 million in the same period last year[4] - Revenue decrease at constant currency was 0.6%, a significant drop from a growth rate of 25.9% in the prior year[4] - For Q2 FY2024, revenue is expected to be between £184.0 million and £185.0 million, indicating a constant currency revenue decrease of 8.5% to 8.0%[11] - Full FY2024 revenue guidance is between £791.0 million and £805.0 million, representing constant currency growth of 1.0% to 2.5%[12] - Revenue growth rate as reported under IFRS was -3.9% for Q1 FY2024, compared to 33.0% in Q1 FY2023[34] Profitability - Profit before tax for Q1 FY2024 was £17.3 million, down from £38.6 million in the same period last year[4] - Adjusted diluted EPS for Q1 FY2024 was £0.39, compared to £0.54 in the prior year[5] - Profit for the period decreased to £12,366,000 for Q1 FY2024, down 61.0% from £31,728,000 in Q1 FY2023[33] - Adjusted profit for the period was £22,924,000, a decrease of 26.7% from £31,298,000 in Q1 FY2023[35] Cash Flow and Assets - Net cash from operating activities was £16.6 million, a decrease from £25.2 million in the same period last year[8] - Cash and cash equivalents at the end of the period were £168,191,000, a slight increase from £164,703,000 at the beginning of the period[33] - Adjusted free cash flow for Q1 FY2024 was £15,990,000, down from £21,812,000 in Q1 FY2023, a decline of 26.8%[37] - Total assets increased to £798,224,000 as of September 30, 2023, up from £770,123,000 in June 30, 2023, representing a growth of 3.6%[32] Client and Revenue Composition - The number of clients generating over £1 million in revenue increased to 145 from 140 year on year[9] - Top 10 clients accounted for 35% of revenue in Q1 FY2024, up from 33% in the same period last year[9] - The percentage of revenue from the top 10 customers increased to 35% in Q1 FY2024, up from 33% in Q1 FY2023[43] - The geographic split of revenue showed North America at 30%, down from 35% in the previous year, while the Rest of World increased to 10% from 3%[43] Employment and Compensation - The number of total employees decreased to 11,761 from 12,065 year-over-year, reflecting a reduction of 2.5%[43] - Share-based compensation expense for Q1 FY2024 was £9,939,000, slightly up from £9,544,000 in Q1 FY2023[40]

Endava plc (NYSE:DAVA) Q4 2023 Earnings Call Transcript September 19, 2023 8:00 AM ET Company Participants Laurence Madsen - Head of IR and ESG John Cotterell - CEO Mark Thurston - CFO Conference Call Participants Bryan Bergin - TD Cowen James Faucette - Morgan Stanley Bryan Keane - Deutsche Bank Moshe Katri - Wedbush Securities Maggie Nolan - William Blair Operator Good morning and welcome to the Endava Q4 and Fiscal Year 2023 Results Conference Call. All participants will be in listen-only mode. [Operator ...

DocuSign Envelope ID: 10651093-803F-4868-812D-96F4738D9B9A ENDAVA PLC ANNUAL REPORT AND FINANCIAL STATEMENTS FOR THE YEAR ENDED 30 JUNE 2023 COMPANY REGISTRATION NUMBER 5722669. DocuSign Envelope ID: 10651093-803F-4868-812D-96F4738D9B9A endava | COMPANY REGISTRATION NUMBER | 5722669 | | --- | --- | | REGISTERED OFFICE | 125 Old Broad Street | | | LONDON | | | EC2N 1AR | | DIRECTORS | T A Smith (Non-Executive Chairman) | | | J E Cotterell (Chief Executive Officer) | | | M S Thurston (Chief Financial Officer) ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 ______________________________________________________ Form 20-F ______________________________________________________ (Mark One) ¨ REGISTRATION STATEMENT PURSUANT TO SECTION 12(b) OR (g) OF THE SECURITIES EXCHANGE ACT OF 1934 OR x ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES ACT OF 1934 For the fiscal year ended June 30, 2023 OR ¨ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 19 ...

Endava plc (NYSE:DAVA) Q3 2023 Earnings Conference Call May 23, 2023 8:00 AM ET Company Participants Laurence Madsen - Head of Investor Relations John Cotterell - Chief Executive Officer Mark Thurston - Chief Financial Officer Conference Call Participants Ashwin Shirvaikar - Citi Bryan Bergin - TD Cowen James Faucette - Morgan Stanley Jamie Friedman - Susquehanna Maggie Nolan - William Blair Bryan Keane - Deutsche Bank Operator Good day and welcome to the Endava Third Quarter Fiscal Year 2023 Results Confer ...

"Endava reported another solid quarter for Q3 FY2023 despite the challenging economic environment," said John Cotterell, Endava's CEO. "Demand from new and existing clients continued to drive revenue growth in the quarter, leading to a revenue increase of 14.6% in constant currency for Q3 FY2023." Q3 FY2023 ENDAVA ANNOUNCES THIRD QUARTER FISCAL YEAR 2023 RESULTS Q3 FY2023 20.3% Year on Year Revenue Growth to £203.5 million 14.6% Revenue Growth at Constant Currency IFRS diluted EPS £0.42 compared to £0.35 in ...

ENDAVA PLC CONDENSED CONSOLIDATED STATEMENTS OF COMPREHENSIVE INCOME (UNAUDITED) For the six months ended December 31, 2022 and 2021 | | | Six Months Ended December 31 | | | --- | --- | --- | --- | | | | 2022 | 2021 | | | Note | £'000 | £'000 | | REVENUE | 5 | 401,410 | 305,133 | | Cost of sales | | | | | Direct cost of sales | | (249,253) | (189,292) | | Allocated cost of sales | | (12,243) | (11,090) | | Total cost of sales | | (261,496) | (200,382) | | GROSS PROFIT | | 139,914 | 104,751 | | Selling, gene ...

Endava plc (NYSE:DAVA) Q2 2023 Earnings Conference Call February 14, 2023 8:00 AM ET Company Participants Laurence Madsen - Head of Investor Relations John Cotterell - Chief Executive Officer Mark Thurston - Chief Financial Officer Conference Call Participants Bryan Bergin - Cowen Bryan Keane - Deutsche Bank Moshe Katri - Wedbush Securities Maggie Nolan - William Blair Jamie Friedman - Susquehanna Operator Good day and welcome to Endava's Second Quarter of Fiscal Year 2023 Conference Call. [Operator Instruc ...