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Registration number: 15828109

HTC Investments Limited

Annual Report and Consolidated Financial Statements

for the Period from 9 July 2024 to 31 March 2025

 

HTC Investments Limited

Contents

Company Information

1

Strategic Report

2 to 5

Directors' Report

6 to 8

Statement of Directors' Responsibilities

9

Independent Auditor's Report

10 to 13

Consolidated Profit and Loss Account

14

Consolidated Statement of Comprehensive Income

15

Consolidated Balance Sheet

16

Balance Sheet

17

Consolidated Statement of Changes in Equity

18

Statement of Changes in Equity

19

Consolidated Statement of Cash Flows

20

Notes to the Financial Statements

21 to 39

 

HTC Investments Limited

Company Information

Directors

Mr Dylan Rhys Jones

Mr Jonathan Michael Goldthorpe

Mr Barry Alan Rowland

Mr James Andrew Hart

Mr James Barrett Wallace

Mr James Richard Burns

Registered office

1 Park Row
Leeds
LS1 5AB

Auditors

Aston Hughes Limited Selby Towers
29 Princes Drive
Colwyn Bay
Conwy
LL29 8PE

 

HTC Investments Limited

Strategic Report for the period from 9 July 2024 to 31 March 2025

The directors present their strategic report for the period from 9 July 2024 to 31 March 2025.

Principal activity

The principal activity of the Group is is the hire of vessels for civil engineering projects, support of offshore energy projects, dredging support, marine towage and other non-conventional marine work.

Chairman's statement

The financial year ended 31 March 2025 marks the first reporting period under the ownership of Fortuna Ltd, and a year of substantial progress for the Group. Despite the transition inherent in new ownership, HTC Investments Ltd has delivered a strong financial performance, underpinned by the continued success of its operating subsidiaries, most notably Holyhead Towing Company Ltd.

Throughout the year, management has continued to strengthen governance, financial discipline, and strategic planning. The Board’s priority has been to ensure stability, diversification and continuity while positioning the Group for long-term growth across its core markets in the UK, Europe, and the Middle East.

Looking ahead, the Group is well placed to capitalise on renewed demand for shallow-draft offshore support vessels, with a strong pipeline of opportunities supported by an experienced management team and committed workforce.

On behalf of the Board, I wish to thank all employees across the Group for their hard work and professionalism throughout this important period of transition and performance improvement.




.......................................................
Mr Barry Rowland
Chairman

Fair review of the business

The Group achieved the following results for the period to 31 March 2025:

• Revenue: £9,761,190; Operating profit: £3,220,135; Profit after tax: £2,287,533.
• Tangible fixed assets of £22,171,692 (vessels and equipment) underpin balance‑sheet strength.
• Cash and cash equivalents at period end: £3,341,922

The Group employed an average of 78 direct employees during the period (61 vessel crew and 17 shoreside staff). In addition, the Group regularly utilises rotating crew and contracted mariners to support global deployment of the fleet. Including this contingent resource, the Total Workforce Equivalent is approximately 160-190, ensuring safe, compliant and reliable operations across multiple international projects.

 

HTC Investments Limited

Strategic Report for the period from 9 July 2024 to 31 March 2025

Key Performance Indicators

The Board monitors a concise set of KPIs: EBITDA, vessel utilisation, technical downtime (availability), operating margin, crew retention and safety metrics.

EBITDA (defined as earnings before interest, tax, depreciation, and amortisation) is a key financial measure and is the principal focus of performance review by management during the period. EBITDA for the period was £4.3m.

Vessel utilisation both individually, and on an overall basis and vessel profitability on an individual basis, are the key operational indicators for the Group. Vessel utilisation is calculated as chartered day as % of available days, per vessel. These are monitored closely by the Board both at an actual and forecast level. Vessel utilisation in the period was 88%.

Technical downtime % availability is measured by the time vessels are unavailable, on charter due to defects/maintenance.

Operating margin is determined by pricing and costing discipline. Operating margin in the year was 30.6%.

Crew retention (%) is used by the Operations team to measure rate at which crew members are retained by the Group. This is measured by an annualised voluntary resignation rate.

Safety (TRIR / LTIFR) is used to measure recordable and lost time incidents per 1,000,000 hours. This is zero for the year to 31 March 2025.

Targets and definitions will be refined in FY26 as reporting matures.

 

HTC Investments Limited

Strategic Report for the period from 9 July 2024 to 31 March 2025

Principal risks and uncertainties

The following table sets out our principal risks, how we recognise early warning indicators, and the mitigation actions under management control.

Risk

Recognition (indicators)

Potential impact

Mitigation actions

Owner

Early‑warning metric

Utilisation & day‑rate

Charter volume drop; slippage in start dates; rising idle days.

Revenue shortfall; margin compression

Cross‑regional deployment; disciplined tendering; pipeline reviews; rate discipline with walk‑away thresholds

MD and Commercial Director

Idle days; hit‑rate; avg day‑rate vs target. Utilisation %

Technical downtime (availability) & asset ageing

Repeat defects; rising unplanned maintenance; class findings. Availability %

Lost charter days; higher cost base; reputational damage

Preventative maintenance, condition monitoring; OEM partnerships; targeted upgrades/life‑extension; spares strategy

Technical Director

Tech downtime / Availability %; defect recurrence; maintenance spend vs budget

Cost inflation (crew / spares / services)

Supplier price notices; agency rate spikes

Margin erosion on fixed‑price charters

Framework agreements; forward purchasing; escalation clauses; efficiency and roster optimisation

Ops & Commercial

Gross margin variance; PO price index; crew cost per day

           

Compliance, HSE & reputation

Near‑miss trend; audit non‑conformities; incident severity

Injury/environmental harm; downtime; client loss

 

HSE/Operations

TRIR/LTIFR; audit findings closed

           
           
           

Engagement with suppliers, customers and other relationships

The Board considers the interests of employees, customers, suppliers, lenders and the communities in which we operate in principal decisions. This includes prioritising safety and welfare, reliable customer delivery, fair supplier terms, constructive lender engagement and transparent governance.

Approved and authorised by the Board on 2 December 2025 and signed on its behalf by:
 

 

HTC Investments Limited

Strategic Report for the period from 9 July 2024 to 31 March 2025

.........................................
Mr Dylan Rhys Jones
Director

 

HTC Investments Limited

Directors' Report for the Period from 9 July 2024 to 31 March 2025

The directors present their report and the for the period from 9 July 2024 to 31 March 2025.

Directors of the group

The directors who held office during the period were as follows:

Mr Dylan Rhys Jones (appointed 25 October 2024)

Mr Jonathan Michael Goldthorpe (appointed 9 July 2024)

Mr Barry Alan Rowland (appointed 9 July 2024)

Mr James Andrew Hart (appointed 25 October 2024)

Mr James Barrett Wallace (appointed 9 July 2024)

Mr Darren Christie (appointed 25 October 2024 and Resigned 28 October 2024)

Mr James Richard Burns (appointed 25 October 2024)

Financial instruments

Objectives and policies

The Group does not currently have derivatives in place to manage financial risk, derivative contracts are not entered into for speculative purposes. The Group has various other financial assets and liabilities for instance trade debtors and trade creditors arising directly from operations.

Price risk, credit risk, liquidity risk and cash flow risk

Treasury objective
Maintain liquidity and flexibility at the lowest sustainable cost while controlling market risks.

Credit risk
We trade with established international counterparties. Exposures are monitored with credit limits, monthly invoicing, security where appropriate and active credit management.

Liquidity risk
Weekly 13-week cash forecasting and rolling 12–18‑month projections support timely settlement of liabilities.

Interest‑rate risk
Borrowings are primarily floating‑rate; the Board reviews the fixed/floating mix and may employ hedging.

Foreign‑exchange risk
USD/EUR exposures are partly mitigated by natural hedging and currency matching; selective forward cover may be used when visibility of flows is high.

Capital management
We monitor leverage, asset cover and covenant headroom to support growth and withstand market cycles.

 

HTC Investments Limited

Directors' Report for the Period from 9 July 2024 to 31 March 2025

Environmental matters

We avoid over‑claiming “green” credentials and focus on measurable, incremental improvements consistent with the nature of our operations.

Environmental
• Preventative maintenance to maximise vessel efficiency and reduce breakdown‑related waste.
• Hull/propeller condition and deployment planning to reduce fuel burn per operating hour.
• Evaluate lower‑carbon fuels and propulsion options when commercially viable and technically proven for our vessel classes.

Social and community issues

Social
• Mature safety culture; compliance with client/flag‑state audits; continuous HSE improvement.
• Seafarer welfare and training; clear career pathways from deck to bridge and into shoreside roles.
• Dependable employer with fair treatment of suppliers and partners.
Governance
• Active Board oversight of strategy, risk and treasury; transparent financial reporting.
• Robust financial controls and delegated authorities; zero tolerance of bribery, corruption and facilitation payments.
• Clear accountability for safety, compliance and operational decision‑making.

We recognise stakeholder expectations are rising and will enhance ESG metrics as our framework matures. Initial metrics include utilisation, technical downtime, recordable incidents, crew retention and fuel‑efficiency indicators.

Future developments

Demand for specialist shallow‑draft vessels is driven by a strong marine infrastructure and coastal works internationally. A diversified customer base and geographic spread support opportunity visibility. The outlook remains positive, with emphasis on disciplined capital allocation, operational excellence and selective fleet expansion and innovative upgrades to sustain earnings quality and resilience.

We will sustain high utilisation and reliable delivery through:
1) preventative maintenance and condition monitoring;
2) selective specification upgrades and life‑extension where returns are attractive;
3) enhanced commercial discipline on pricing, terms and credit; and
4) active deployment planning across distinct regions.

Capital expenditure is targeted at growing the fleet number, reducing downtime, improving efficiency and strengthening residual values.

Going concern

The Directors have reviewed cash flow forecasts, facilities, covenants and sensitivities and have a reasonable expectation that the Group has adequate resources to continue for the foreseeable future. The financial statements are prepared on a going concern basis.

Directors' liabilities

The Group has made qualifying third party indemnity provisions for the benefit of its directors. These provisions remain in force at the reporting date.

 

HTC Investments Limited

Directors' Report for the Period from 9 July 2024 to 31 March 2025

Disclosure of information to the auditor

Each director has taken steps that they ought to have taken as a director in order to make themselves aware of any relevant audit information and to establish that the company's auditor is aware of that information. The directors confirm that there is no relevant information that they know of and of which they know the auditor is unaware.

Approved and authorised by the Board on 2 December 2025 and signed on its behalf by:
 

.........................................
Mr Dylan Rhys Jones
Director

 

HTC Investments Limited

Statement of Directors' Responsibilities

The directors acknowledge their responsibilities for preparing the Annual Report and the financial statements in accordance with applicable law and regulations.

Company law requires the directors to prepare financial statements for each financial year. Under that law the directors have elected to prepare the financial statements in accordance with United Kingdom Generally Accepted Accounting Practice (United Kingdom Accounting Standards and applicable law). Under company law the directors must not approve the financial statements unless they are satisfied that they give a true and fair view of the state of affairs of the group and the company and of the profit or loss of the group for that period. In preparing these financial statements, the directors are required to:

select suitable accounting policies and apply them consistently;

make judgements and accounting estimates that are reasonable and prudent;

state whether applicable UK Accounting Standards have been followed, subject to any material departures disclosed and explained in the financial statements; and

prepare the financial statements on the going concern basis unless it is inappropriate to presume that the company will continue in business.

The directors are responsible for keeping adequate accounting records that are sufficient to show and explain the group's and the company's transactions and disclose with reasonable accuracy at any time the financial position of the group and the company and enable them to ensure that the financial statements comply with the Companies Act 2006. They are also responsible for safeguarding the assets of the group and the company and hence for taking reasonable steps for the prevention and detection of fraud and other irregularities.

 

HTC Investments Limited

Independent Auditor's Report to the Members of HTC Investments Limited

Opinion

We have audited the financial statements of HTC Investments Limited (the 'parent company') and its subsidiaries (the 'group') for the period from 9 July 2024 to 31 March 2025, which comprise the Consolidated Profit and Loss Account, Consolidated Statement of Comprehensive Income, Consolidated Balance Sheet, Balance Sheet, Consolidated Statement of Changes in Equity, Statement of Changes in Equity, Consolidated Statement of Cash Flows, and Notes to the Financial Statements, including a summary of significant accounting policies. The financial reporting framework that has been applied in their preparation is applicable law and United Kingdom Accounting Standards, including Financial Reporting Standard 102 'The Financial Reporting Standard applicable in the UK and Republic of Ireland' (United Kingdom Generally Accepted Accounting Practice).

In our opinion the financial statements:

give a true and fair view of the state of the group's and the parent company's affairs as at 31 March 2025 and of the group's profit for the period then ended;

have been properly prepared in accordance with United Kingdom Generally Accepted Accounting Practice; and

have been prepared in accordance with the requirements of the Companies Act 2006.

Basis for opinion

We conducted our audit in accordance with International Standards on Auditing (UK) (ISAs (UK)) and applicable law. Our responsibilities under those standards are further described in the auditor responsibilities for the audit of the financial statements section of our report. We are independent of the group in accordance with the ethical requirements that are relevant to our audit of the financial statements in the UK, including the FRC’s Ethical Standard, and we have fulfilled our other ethical responsibilities in accordance with these requirements. We believe that the audit evidence we have obtained is sufficient and appropriate to provide a basis for our opinion.

Conclusions relating to going concern

In auditing the financial statements, we have concluded that the director's use of the going concern basis of accounting in the preparation of the financial statements is appropriate.

Based on the work we have performed, we have not identified any material uncertainties relating to events or conditions that, individually or collectively, may cast significant doubt on the group's ability to continue as a going concern for a period of at least twelve months from when the original financial statements were authorised for issue.

Our responsibilities and the responsibilities of the directors with respect to going concern are described in the relevant sections of this report.

Other information

The directors are responsible for the other information. The other information comprises the information included in the annual report, other than the financial statements and our auditor’s report thereon. Our opinion on the financial statements does not cover the other information and, except to the extent otherwise explicitly stated in our report, we do not express any form of assurance conclusion thereon.

In connection with our audit of the financial statements, our responsibility is to read the other information and, in doing so, consider whether the other information is materially inconsistent with the financial statements or our knowledge obtained in the audit or otherwise appears to be materially misstated. If we identify such material inconsistencies or apparent material misstatements, we are required to determine whether there is a material misstatement in the financial statements or a material misstatement of the other information. If, based on the work we have performed, we conclude that there is a material misstatement of this other information, we are required to report that fact.

We have nothing to report in this regard.

 

HTC Investments Limited

Independent Auditor's Report to the Members of HTC Investments Limited

Opinion on other matter prescribed by the Companies Act 2006

In our opinion, based on the work undertaken in the course of the audit:

the information given in the Strategic Report and Directors' Report for the financial period for which the financial statements are prepared is consistent with the financial statements; and

the Strategic Report and Directors' Report have been prepared in accordance with applicable legal requirements.

Matters on which we are required to report by exception

In the light of our knowledge and understanding of the company and its environment obtained in the course of the audit, we have not identified material misstatements in the Strategic Report and the Directors' Report.

We have nothing to report in respect of the following matters where the Companies Act 2006 requires us to report to you if, in our opinion:

adequate accounting records have not been kept by the parent company, or returns adequate for our audit have not been received from branches not visited by us; or

the parent company financial statements are not in agreement with the accounting records and returns; or

certain disclosures of directors' remuneration specified by law are not made; or

we have not received all the information and explanations we require for our audit.

Responsibilities of directors

As explained more fully in the Statement of Directors' Responsibilities [set out on page 9], the directors are responsible for the preparation of the financial statements and for being satisfied that they give a true and fair view, and for such internal control as the directors determine is necessary to enable the preparation of financial statements that are free from material misstatement, whether due to fraud or error.

In preparing the financial statements, the directors are responsible for assessing the company's ability to continue as a going concern, disclosing, as applicable, matters related to going concern and using the going concern basis of accounting unless the directors either intend to liquidate the company or to cease operations, or have no realistic alternative but to do so.

Auditor Responsibilities for the audit of the financial statements

Our objectives are to obtain reasonable assurance about whether the financial statements as a whole are free from material misstatement, whether due to fraud or error, and to issue an auditor’s report that includes our opinion. Reasonable assurance is a high level of assurance, but is not a guarantee that an audit conducted in accordance with ISAs (UK) will always detect a material misstatement when it exists. Misstatements can arise from fraud or error and are considered material if, individually or in the aggregate, they could reasonably be expected to influence the economic decisions of users taken on the basis of these financial statements.

The extent to which our procedures are capable of detecting irregularities, including fraud is detailed below:

 

HTC Investments Limited

Independent Auditor's Report to the Members of HTC Investments Limited

We considered the nature of the of the company’s industry and control environment and reviewed policies and procedures relating to fraud and compliance with laws and regulations. We also enquired with management about their own identification and assessment of the risk of irregularities.

Our approach to identifying and assessing the risks of material misstatement in respect of irregularities, including fraud and non-compliance with laws and regulations, was as follows:
• The engagement partner ensured that the engagement team collectively had the appropriate competence, capabilities and skills to identify or recognise non-compliance with applicable laws and regulations;
• We identified the laws and regulations applicable to the group through discussions with directors and other management, and from our knowledge and experience.
• We focused on specific laws and regulations which we considered may have a direct material effect on the financial statements or the operations of the group, including the Companies Act 2006, taxation legislation, employment, environmental and health and safety legislation.
• We assessed the extent of compliance with the laws and regulations identified above through making enquiries of management.
We assessed the susceptibility of the financial statements to material misstatement, including obtaining an understanding of how fraud might occur, by:
• Making enquiries of management as to where they considered there was susceptibility to fraud, their knowledge of actual, suspected and alleged fraud.
• Considering the internal controls in place to mitigate risks of fraud and non-compliance with laws and regulations.

Audit response to risks identified
To address the risk of fraud through management bias and override of controls, we:
• Performed analytical procedures to identify any unusual or unexpected relationships.
• Tested journal entries to identify unusual transactions.
• Assessed whether judgements and assumptions made in determining the accounting estimates were indicative of potential bias.
• Investigated the rationale behind significant or unusual transactions.
In response to the risk of irregularities and non-compliance with laws and regulations, we designed procedures which included, but were not limited to:
• Reading the minutes of meetings.
• Enquiring of management as to actual and potential litigation and claims.
• Challenging assumptions and judgements made by management in its significant accounting estimates which included vessel depreciation.

There are inherent limitations in our audit procedures described above. The more removed that laws and regulations are from financial transactions, the less likely it is that we would become aware of non-compliance.Despite the audit being planned and conducted in accordance with ISA's (UK) there remains an unavoidable risk that misstatements in the financial statements may not be detected owing to inherent limitations of the audit, and by their very nature, any instances of fraud or irregularity likely involve collusion, forgery, intentional representations or the override of controls.

A further description of our responsibilities is available on the Financial Reporting Council’s website at: www.frc.org.uk/auditorsresponsibilities. This description forms part of our auditor’s report.

Use of our report

 

HTC Investments Limited

Independent Auditor's Report to the Members of HTC Investments Limited

This report is made solely to the company’s members, as a body, in accordance with Chapter 3 of Part 16 of the Companies Act 2006. Our audit work has been undertaken so that we might state to the company’s members those matters we are required to state to them in an auditor’s report and for no other purpose. To the fullest extent permitted by law, we do not accept or assume responsibility to anyone other than the company and the company’s members as a body, for our audit work, for this report, or for the opinions we have formed.

......................................
Gareth Lowe BSc ACA (Senior Statutory Auditor)
For and on behalf of Aston Hughes Limited, Statutory Auditor
 Selby Towers
29 Princes Drive
Colwyn Bay
Conwy
LL29 8PE

2 December 2025

 

HTC Investments Limited

Consolidated Profit and Loss Account for the Period from 9 July 2024 to 31 March 2025

Note

2025
£

Turnover

3

9,761,190

Cost of sales

 

(5,488,775)

Gross profit

 

4,272,415

Administrative expenses

 

(1,080,919)

Other operating income

4

28,639

Operating profit

6

3,220,135

Other interest receivable and similar income

7

5,988

Interest payable and similar expenses

8

(361,972)

   

(355,984)

Profit before tax

 

2,864,151

Tax on profit

12

(576,618)

Profit for the financial period

 

2,287,533

Profit/(loss) attributable to:

 

Owners of the company

 

2,287,533

The above results were derived from continuing operations.

The group has no recognised gains or losses for the period other than the results above.

 

HTC Investments Limited

Consolidated Statement of Comprehensive Income for the Period from 9 July 2024 to 31 March 2025

2025
£

Profit for the period

2,287,533

Total comprehensive income for the period

2,287,533

Total comprehensive income attributable to:

Owners of the company

2,287,533

 

HTC Investments Limited

(Registration number: 15828109)
Consolidated Balance Sheet as at 31 March 2025

Note

2025
£

Fixed assets

 

Tangible assets

13

22,171,692

Current assets

 

Debtors

16

7,327,149

Cash at bank and in hand

 

3,341,922

 

10,669,071

Creditors: Amounts falling due within one year

18

(6,513,265)

Net current assets

 

4,155,806

Total assets less current liabilities

 

26,327,498

Creditors: Amounts falling due after more than one year

18

(13,407,875)

Provisions for liabilities

19

(1,832,090)

Net assets

 

11,087,533

Capital and reserves

 

Called up share capital

21

100

Share premium reserve

22

8,799,900

Retained earnings

22

2,287,533

Equity attributable to owners of the company

 

11,087,533

Shareholders' funds

 

11,087,533

Approved and authorised by the Board on 2 December 2025 and signed on its behalf by:
 

.........................................
Mr Dylan Rhys Jones
Director

 

HTC Investments Limited

(Registration number: 15828109)
Balance Sheet as at 31 March 2025

Note

2025
£

Fixed assets

 

Investments

14

22,153,960

Current assets

 

Debtors

16

2,364,826

Cash at bank and in hand

 

348,593

 

2,713,419

Creditors: Amounts falling due within one year

18

(2,712,370)

Net current assets

 

1,049

Total assets less current liabilities

 

22,155,009

Creditors: Amounts falling due after more than one year

18

(13,407,875)

Net assets

 

8,747,134

Capital and reserves

 

Called up share capital

21

100

Share premium reserve

8,799,900

Retained earnings

(52,866)

Shareholders' funds

 

8,747,134

The company made a loss after tax for the financial period of £52,866 ( - loss of £-).

Approved and authorised by the Board on 2 December 2025 and signed on its behalf by:
 

.........................................
Mr Dylan Rhys Jones
Director

 

HTC Investments Limited

Consolidated Statement of Changes in Equity for the Period from 9 July 2024 to 31 March 2025
Equity attributable to the parent company

Share capital
£

Share premium
£

Retained earnings
£

Total
£

Total equity
£

Profit for the period

-

-

2,287,533

2,287,533

2,287,533

New share capital subscribed

100

8,799,900

-

8,800,000

8,800,000

At 31 March 2025

100

8,799,900

2,287,533

11,087,533

11,087,533

 

HTC Investments Limited

Statement of Changes in Equity for the Period from 9 July 2024 to 31 March 2025

Share capital
£

Share premium
£

Retained earnings
£

Total
£

Loss for the period

-

-

(52,866)

(52,866)

New share capital subscribed

100

8,799,900

-

8,800,000

At 31 March 2025

100

8,799,900

(52,866)

8,747,134

 

HTC Investments Limited

Consolidated Statement of Cash Flows for the Period from 9 July 2024 to 31 March 2025

Note

2025
£

Cash flows from operating activities

Profit for the period

 

2,287,533

Adjustments to cash flows from non-cash items

 

Depreciation and amortisation

6

1,128,153

Loss on disposal of tangible assets

5

3,713

Profit from disposals of investments

5

(2)

Finance income

7

(5,988)

Finance costs

8

361,972

Income tax expense

12

576,618

 

4,351,999

Working capital adjustments

 

Increase in trade debtors

16

(6,873,076)

Increase in trade creditors

18

4,437,745

Cash generated from operations

 

1,916,668

Income taxes paid

12

(216,436)

Net cash flow from operating activities

 

1,700,232

Cash flows from investing activities

 

Interest received

5,988

Proceeds from sale of tangible assets

 

(3,713)

Acquisition of investments in subsidiary undertakings, net of cash acquired

15

(21,140,188)

Net cash flows from investing activities

 

(21,137,913)

Cash flows from financing activities

 

Interest paid

8

(361,972)

Proceeds from issue of ordinary shares, net of issue costs

 

8,540,000

Proceeds from bank borrowing draw downs

 

14,900,000

Repayment of bank borrowing

 

(298,425)

Net cash flows from financing activities

 

22,779,603

Net increase in cash and cash equivalents

 

3,341,922

Cash and cash equivalents at 9 July

 

-

Cash and cash equivalents at 31 March

 

3,341,922

 

HTC Investments Limited

Notes to the Financial Statements for the Period from 9 July 2024 to 31 March 2025

1

General information

The company is a private company limited by share capital, incorporated in England and Wales.

The address of its registered office is:
1 Park Row
Leeds
LS1 5AB

The principal place of business is:
Newry Beach Yard
Holyhead
Anglesey
LL65 1YB

These financial statements were authorised for issue by the Board on 2 December 2025.

2

Accounting policies

Summary of significant accounting policies and key accounting estimates

The principal accounting policies applied in the preparation of these financial statements are set out below. These policies have been consistently applied to all the years presented, unless otherwise stated.

Statement of compliance

These financial statements were prepared in accordance with Financial Reporting Standard 102 'The Financial Reporting Standard applicable in the United Kingdom and Republic of Ireland and the Companies Act 2006'.

Basis of preparation

These financial statements have been prepared using the historical cost convention except that as disclosed in the accounting policies certain items are shown at fair value.

The functional currency of HTC Investments Limited is considered to be pounds sterling because that is the currency of the primary economic environment in which the group operates. The consolidated financial statements are presented in pounds sterling.

Summary of disclosure exemptions

In accordance with FRS 102, the company has taken advantage of the exemptions from the following disclosure requirements:

- Exemptions from paragraph 33.1A from disclosing transactions entered into between two or more wholly owned members of a group.

Basis of consolidation

The consolidated financial statements consolidate the financial statements of the company and its subsidiary undertakings drawn up to 31 March 2025.

 

HTC Investments Limited

Notes to the Financial Statements for the Period from 9 July 2024 to 31 March 2025

A subsidiary is an entity controlled by the company. Control is achieved where the company has the power to govern the financial and operating policies of an entity so as to obtain benefits from its activities.

The results of subsidiaries acquired or disposed of during the year are included in the Profit and Loss Account from the effective date of acquisition or up to the effective date of disposal, as appropriate. Where necessary, adjustments are made to the financial statements of subsidiaries to bring their accounting policies into line with those used by the group.

The purchase method of accounting is used to account for business combinations that result in the acquisition of subsidiaries by the group. The cost of a business combination is measured as the fair value of the assets given, equity instruments issued and liabilities incurred or assumed at the date of exchange, plus costs directly attributable to the business combination. Identifiable assets acquired and liabilities and contingent liabilities assumed in a business combination are measured initially at their fair values at the acquisition date. Any excess of the cost of the business combination over the acquirer’s interest in the net fair value of the identifiable assets, liabilities and contingent liabilities recognised is recorded as goodwill.

Inter-company transactions, balances and unrealised gains on transactions between the company and its subsidiaries, which are related parties, are eliminated in full.

Intra-group losses are also eliminated but may indicate an impairment that requires recognition in the consolidated financial statements.

Accounting policies of subsidiaries have been changed where necessary to ensure consistency with the policies adopted by the group. Non-controlling interests in the net assets of consolidated subsidiaries are identified separately from the group’s equity therein. Non-controlling interests consist of the amount of those interests at the date of the original business combination and the non-controlling shareholder’s share of changes in equity since the date of the combination.

As permitted by section 408 of the Companies Act 2006 the company has not presented it's Profit and Loss Account for the period. The company made a loss after tax of £52,866 for the period.

Revenue recognition

Turnover comprises the fair value of the consideration received or receivable for the sale of goods and provision of services in the ordinary course of the group’s activities. Turnover is shown net of sales/value added tax, returns, rebates and discounts and after eliminating sales within the group.

The group recognises revenue when:
The amount of revenue can be reliably measured;
it is probable that future economic benefits will flow to the entity;
and specific criteria have been met for each of the group's activities.

Vessel hire contracts are generally stated on a rate per day basis and income is recognised in accordance with the contract terms and the applicable financial reporting framework.

 

HTC Investments Limited

Notes to the Financial Statements for the Period from 9 July 2024 to 31 March 2025

Foreign currency transactions and balances

Transactions in foreign currencies are initially recorded at the functional currency rate prevailing at the date of the transaction. Monetary assets and liabilities denominated in foreign currencies are retranslated into the respective functional currency of the entity at the rates prevailing on the reporting period date.

Tax

The tax expense for the period comprises current and deferred tax. Tax is recognised in profit or loss, except that a change attributable to an item of income or expense recognised as other comprehensive income is also recognised directly in other comprehensive income.

The current income tax charge is calculated on the basis of tax rates and laws that have been enacted or substantively enacted by the reporting date in the countries where the group operates and generates taxable income.

Deferred tax is recognised in respect of all timing differences between taxable profits and profits reported in the consolidated financial statements.

Unrelieved tax losses and other deferred tax assets are recognised when it is probable that they will be recovered against the reversal of deferred tax liabilities or other future taxable profits.

Deferred tax is measured using the tax rates and laws that have been enacted or substantively enacted by the reporting date and that are expected to apply to the reversal of the timing difference.

Tangible assets

Tangible assets are stated in the balance sheet at cost, less any subsequent accumulated depreciation and subsequent accumulated impairment losses.

The cost of tangible assets includes directly attributable incremental costs incurred in their acquisition and installation.

Depreciation

Depreciation is charged so as to write off the cost of assets, other than land and properties under construction over their estimated useful lives, as follows:

Asset class

Depreciation method and rate

Vessels and floating equipment

15-26 years

Five year vessel surveys

5 years

Motor vehicles

5 years

Business combinations

Business combinations are accounted for using the purchase method. The consideration for each acquisition is measured at the aggregate of the fair values at acquisition date of assets given, liabilities incurred or assumed, and equity instruments issued by the group in exchange for control of the acquired, plus any costs directly attributable to the business combination. When a business combination agreement provides for an adjustment to the cost of the combination contingent on future events, the group includes the estimated amount of that adjustment in the cost of the combination at the acquisition date if the adjustment is probable and can be measured reliably.

 

HTC Investments Limited

Notes to the Financial Statements for the Period from 9 July 2024 to 31 March 2025

Investments

Investments in equity shares which are publicly traded or where the fair value can be measured reliably are initially measured at fair value, with changes in fair value recognised in profit or loss. Investments in equity shares which are not publicly traded and where fair value cannot be measured reliably are measured at cost less impairment.


Interest income on debt securities, where applicable, is recognised in income using the effective interest method. Dividends on equity securities are recognised in income when receivable.

Cash and cash equivalents

Cash and cash equivalents comprise cash on hand and call deposits, and other short-term highly liquid investments that are readily convertible to a known amount of cash and are subject to an insignificant risk of change in value.

Trade debtors

Trade debtors are amounts due from customers for merchandise sold or services performed in the ordinary course of business.

Trade debtors are recognised initially at the transaction price. They are subsequently measured at amortised cost using the effective interest method, less provision for impairment. A provision for the impairment of trade debtors is established when there is objective evidence that the group will not be able to collect all amounts due according to the original terms of the receivables.

Trade creditors

Trade creditors are obligations to pay for goods or services that have been acquired in the ordinary course of business from suppliers. Accounts payable are classified as current liabilities if the group does not have an unconditional right, at the end of the reporting period, to defer settlement of the creditor for at least twelve months after the reporting date. If there is an unconditional right to defer settlement for at least twelve months after the reporting date, they are presented as non-current liabilities.

Trade creditors are recognised initially at the transaction price and subsequently measured at amortised cost using the effective interest method.

Borrowings

Interest-bearing borrowings are initially recorded at fair value, net of transaction costs. Interest-bearing borrowings are subsequently carried at amortised cost, with the difference between the proceeds, net of transaction costs, and the amount due on redemption being recognised as a charge to the profit and loss account over the period of the relevant borrowing.

Interest expense is recognised on the basis of the effective interest method and is included in interest payable and similar charges.

Borrowings are classified as current liabilities unless the group has an unconditional right to defer settlement of the liability for at least twelve months after the reporting date.

 

HTC Investments Limited

Notes to the Financial Statements for the Period from 9 July 2024 to 31 March 2025

Provisions

Provisions are recognised when the group has an obligation at the reporting date as a result of a past event, it is probable that the group will be required to settle that obligation and a reliable estimate can be made of the amount of that obligation.

Share capital

Ordinary shares are classified as equity. Equity instruments are measured at the fair value of the cash or other resources received or receivable, net of the direct costs of issuing the equity instruments. If payment is deferred and the time value of money is material, the initial measurement is on a present value basis.

Defined contribution pension obligation

A defined contribution plan is a pension plan under which fixed contributions are paid into a pension fund and the group has no legal or constructive obligation to pay further contributions even if the fund does not hold sufficient assets to pay all employees the benefits relating to employee service in the current and prior periods.

Contributions to defined contribution plans are recognised as employee benefit expense when they are due. If contribution payments exceed the contribution due for service, the excess is recognised as a prepayment.

 

HTC Investments Limited

Notes to the Financial Statements for the Period from 9 July 2024 to 31 March 2025

Critical accounting judgements and key sources of estimation uncertainty
The Directors are required to make judgements, estimates and assumptions about the carrying amounts of assets and liabilities that are not readily apparent from other sources. The estimates and associated assumptions are based on historical experience and other factors that are considered to be relevant and are reviewed and updated regularly. The critical accounting judgement and key source of estimation uncertainty is considered to be;

Critical accounting judgments

The following judgments, apart from those involving estimates, have had the most significant effect on amounts recognised in the financial statements.

Assessment of the carrying value of vessels
Vessels are depreciated on a straight line basis over their remaining useful economic life. The directors consider that the current book value of the vessels are prudent, however, directors will continue to monitor the position closely.

Periodic vessel surveys
Vessels are required to complete periodic surveys. Capitalisation of these costs is permitted under the financial reporting standard. At the acquisition date the net book value of these surveys was £784,883. These surveys are depreciated over the five year period.


Critical accounting estimates

The Group makes estimates concerning the future, the estimates are likely to vary from the related actual result, the following estimates are considered to be key areas of estimation uncertainty.

Discounts
Discounts are agreed with some customers, the Group estimates a liability for potential discounts based on the level of activity with those customers.

Deferred tax;
In Group companies where the tax write down values are greater than the net book value of plant and machinery deferred tax asset are not recognised as their recovery is uncertain, in Group companies where the tax write down values are lower than the net book value deferred tax liabilities are recognised.

3

Turnover

The analysis of the group's Turnover for the period from continuing operations is as follows:

2025
£

Rendering of services

9,761,190

The analysis of the group's Turnover for the period by class of business is as follows:

2025
£

Vessel chartering

9,761,190

 

HTC Investments Limited

Notes to the Financial Statements for the Period from 9 July 2024 to 31 March 2025

The analysis of the group's Turnover for the period by market is as follows:

2025
£

Europe

994,983

Rest of world

8,766,207

9,761,190

4

Other operating income

The analysis of the group's other operating income for the period is as follows:

2025
£

Miscellaneous other operating income

28,639

5

Other gains and losses

The analysis of the group's other gains and losses for the period is as follows:

2025
£

Loss on disposal of Tangible assets

(3,713)

Gain from disposals of investments

2

(3,711)

6

Operating profit

Arrived at after charging/(crediting)

2025
£

Depreciation expense

1,128,153

Foreign exchange gains

(86,829)

Loss on disposal of property, plant and equipment

3,713

7

Other interest receivable and similar income

2025
£

Interest income on bank deposits

5,988

 

HTC Investments Limited

Notes to the Financial Statements for the Period from 9 July 2024 to 31 March 2025

8

Interest payable and similar expenses

2025
£

Interest on bank overdrafts and borrowings

64,111

Interest expense on other finance liabilities

297,861

361,972

9

Staff costs

The aggregate payroll costs (including directors' remuneration) were as follows:

2025
£

Wages and salaries

3,587,625

Social security costs

56,859

Pension costs, defined contribution scheme

107,885

Other employee expense

41,345

3,793,714

The average number of persons employed by the group (including directors) during the period, analysed by category was as follows:

2025
No.

Administration and support

17

Vessel crews

61

78

10

Directors' remuneration

The directors' remuneration for the period was as follows:

2025
£

Remuneration

227,578

Contributions paid to money purchase schemes

27,328

254,906

During the period the number of directors who were receiving benefits and share incentives was as follows:

 

HTC Investments Limited

Notes to the Financial Statements for the Period from 9 July 2024 to 31 March 2025

2025
No.

Accruing benefits under money purchase pension scheme

3

In respect of the highest paid director:

2025
£

Remuneration

112,785

Company contributions to money purchase pension schemes

6,010

11

Auditors' remuneration

2025
£

Audit of these financial statements

17,380

Other fees to auditors

Taxation compliance services

2,000


 

12

Taxation

Tax charged/(credited) in the consolidated profit and loss account

2025
£

Current taxation

UK corporation tax

644,183

Deferred taxation

Arising from origination and reversal of timing differences

(67,565)

Tax expense in the income statement

576,618

The tax on profit before tax for the period is lower than the standard rate of corporation tax in the UK of 25%.

The differences are reconciled below:

 

HTC Investments Limited

Notes to the Financial Statements for the Period from 9 July 2024 to 31 March 2025

2025
£

Profit before tax

2,864,151

Corporation tax at standard rate

716,038

Tax decrease from effect of capital allowances and depreciation

(142,828)

Effect of expense not deductible in determining taxable profit (tax loss)

156

Tax increase from other tax effects

3,252

Total tax charge

576,618


The amount of double taxation relief available at the balance sheet date is £454,074.

 

HTC Investments Limited

Notes to the Financial Statements for the Period from 9 July 2024 to 31 March 2025

Deferred tax

Group

Deferred tax is calculated with reference to the rates and laws that have been enacted or substantively enacted by the reporting date, and which are expected to apply to the reversal of the timing difference.

Deferred tax assets and liabilities

2025

Asset
£

Liability
£

Accelerated capital allowances

-

1,832,090

-

1,832,090

13

Tangible assets

Group

Furniture, fittings and equipment
 £

Motor vehicles
 £

Vessels
£

Total
£

Cost or valuation

Fair value adjustment on acquisition

-

-

6,816,751

6,816,751

Acquired through business combinations

198,487

117,041

52,115,278

52,430,806

At 31 March 2025

198,487

117,041

58,932,029

59,247,557

Depreciation

Acquired through business combinations

198,487

29,064

35,720,161

35,947,712

Charge for the period

-

8,655

1,119,498

1,128,153

At 31 March 2025

198,487

37,719

36,839,659

37,075,865

Carrying amount

At 31 March 2025

-

79,322

22,092,370

22,171,692


Restriction on title and pledged as security
All assets within the Group with a carrying amount of £22,171,692 have been pledged as security for bank borrowings of HTC Investments Limited.

 

HTC Investments Limited

Notes to the Financial Statements for the Period from 9 July 2024 to 31 March 2025

14

Investments

Group

Details of undertakings

Details of the investments (including principal place of business of unincorporated entities) in which the group holds 20% or more of the nominal value of any class of share capital are as follows:

Undertaking

Registered office

Holding

Proportion of voting rights and shares held

2025

Subsidiary undertakings

Holyhead Towing Company Limited

Newry Beach Yard
Holyhead
LL65 1YB

Ordinary

100%

England and Wales

Ynys Mon Windfarm Vessels Ltd

Newry Beach Yard
Holyhead
LL65 1YB

Ordinary

100%

England and Wales

Holyhead Towing Company (Cyprus) Ltd

Anastasis Sioukris & Olympion
Themis Tower, Floor 6
3035, Limassol
Cyprus

Ordinary

100%

Cyprus

Holyhead Towing Company (Guernsey) PCC Limited

PO Box 112
St Martins House
Le Bordage
St. Peter Port
Guernsey
GY1 4EA

Ordinary

100%

Guernsey

Turbine Transfers Limited

Newry Beach Yard
Holyhead
LL65 1YB

Ordinary

100%

England and Wales

Church Bay Ltd

Newry Beach Yard
Newry Beach
Holyhead
LL65 1YB

Ordinary

100%

 

HTC Investments Limited

Notes to the Financial Statements for the Period from 9 July 2024 to 31 March 2025

Undertaking

Registered office

Holding

Proportion of voting rights and shares held

England and Wales

Subsidiary undertakings

Holyhead Towing Company Limited

The principal activity of Holyhead Towing Company Limited is a vessel operator.

Ynys Mon Windfarm Vessels Ltd

The principal activity of Ynys Mon Windfarm Vessels Ltd is a vessel operator.

Holyhead Towing Company (Cyprus) Ltd

The principal activity of Holyhead Towing Company (Cyprus) Ltd is a vessel operator.

Holyhead Towing Company (Guernsey) PCC Limited

The principal activity of Holyhead Towing Company (Guernsey) PCC Limited is that of an employment agency.

Turbine Transfers Limited

The principal activity of Turbine Transfers Limited is not active.

Church Bay Ltd

The principal activity of Church Bay Ltd is not active.

Company

2025
£

Investments in subsidiaries

22,153,960

Subsidiaries

£

Cost or valuation

Additions

22,153,960

Provision

Carrying amount

At 31 March 2025

22,153,960

Details of undertakings

Details of the investments (including principal place of business of unincorporated entities) in which the company holds 20% or more of the nominal value of any class of share capital are as follows:

 

HTC Investments Limited

Notes to the Financial Statements for the Period from 9 July 2024 to 31 March 2025

Undertaking

Registered office

Holding

Proportion of voting rights and shares held

2025

Subsidiary undertakings

Holyhead Towing Group Limited

Newry Beach
Holyhead
LL65 1YB

England and Wales

Ordinary

100%

Subsidiary undertakings

Holyhead Towing Group Limited

The principal activity of Holyhead Towing Group Limited is administrative services.

15

Business combinations

On 25 October 2024, HTC Investments Limited (UK intermediate holding company) acquired 100% of the issued share capital of Holyhead Towing Group Limited (UK Compnany with subsidiaries), obtaining control.

Holyhead Towing Group Limited contributed £9,761,190 revenue and £2,864,839 to the group's profit for the period between the date of acquisition and the Balance Sheet date.

The amounts recognised in respect of the identifiable assets acquired and liabilities assumed are as set out in the table below:
 

Book value
2025
£

Revaluation adjustments
2025
£

Fair value
2025
£

Assets and liabilities acquired

Financial assets

37,227,802

-

37,227,802

Tangible assets

16,491,809

6,816,751

23,308,560

Financial liabilities

(38,382,400)

-

(38,382,400)

Total identifiable assets

15,337,211

6,816,751

22,153,962

-

-

-

Total consideration

15,337,211

6,816,751

22,153,962

 

HTC Investments Limited

Notes to the Financial Statements for the Period from 9 July 2024 to 31 March 2025

Book value
2025
£

Revaluation adjustments
2025
£

Fair value
2025
£

Satisfied by:

Equity instruments

7,253,960

-

7,253,960

Debt instruments

14,900,000

-

14,900,000

Total consideration transferred

22,153,960

-

22,153,960

Cash flow analysis:

Cash consideration

22,153,962

-

22,153,962

Less: cash and cash equivalent balances acquired

(1,013,774)

-

(1,013,774)

Net cash outflow arising on acquisition

21,140,188

-

21,140,188

16

Debtors

   

Group

Company

Current

Note

2025
£

2025
£

Trade debtors

 

5,301,297

-

Amounts owed by related parties

25

-

1,555,158

Other debtors

 

317,916

260,000

Prepayments

 

1,253,863

549,670

Income tax asset

12

454,073

-

   

7,327,149

2,364,828

17

Cash and cash equivalents

 

Group

Company

2025
£

2025
£

Cash on hand

36,548

-

Cash at bank

3,305,374

348,593

3,341,922

348,593

 

HTC Investments Limited

Notes to the Financial Statements for the Period from 9 July 2024 to 31 March 2025

18

Creditors

   

Group

Company

Note

2025
£

2025
£

Due within one year

 

Loans and borrowings

23

1,193,700

1,193,700

Trade creditors

 

1,341,798

-

Social security and other taxes

 

212,385

-

Other payables

 

1,817,753

1,430,338

Accruals

 

1,065,809

88,332

Income tax liability

12

881,820

-

 

6,513,265

2,712,370

Due after one year

 

Loans and borrowings

23

13,407,875

13,407,875

19

Provisions for liabilities

Group

Deferred tax
£

Total
£

Increase (decrease) in existing provisions

(67,565)

(67,565)

Increase (decrease) through business combinations

1,899,655

1,899,655

At 31 March 2025

1,832,090

1,832,090

20

Pension and other schemes

Defined contribution pension scheme

The group operates a defined contribution pension scheme. The pension cost charge for the period represents contributions payable by the group to the scheme and amounted to £107,885.

 

HTC Investments Limited

Notes to the Financial Statements for the Period from 9 July 2024 to 31 March 2025

21

Share capital

Allotted, called up and fully paid shares

2025

No.

£

Ordinary A shares of £0.01 each

8,500

85

   

Allotted, called up and not fully paid shares

2025

No.

£

Ordinary B of £0.01 each

1,500

15.00

   

New shares allotted

During the period 8,500 Ordinary A shares having an aggregate nominal value of £85 were allotted for an aggregate consideration of £8,500,000.

During the period 1,500 Ordinary B shares having an aggregate nominal value of £15 were allotted for an aggregate consideration of £300,000.

Three directors subscribed equally for all of the Ordinary B class of shares on call over seven years and in line with their service agreements, as at the reporting date £260,000 remains on call. No funds are considered to be advanced by the company, no interest is charged, the arrangements represent partially paid share capital.

22

Reserves

Group

Share premium reserve

Has arisen from shareholder investment in excess of the nominal value of the share capital.

Retained earnings

Represents the cumulative profits/losses net of dividends paid and other adjustments.

 

HTC Investments Limited

Notes to the Financial Statements for the Period from 9 July 2024 to 31 March 2025

23

Loans and borrowings

Non-current loans and borrowings

 

Group

Company

2025
£

2025
£

Bank borrowings

13,407,875

13,407,875

Current loans and borrowings

 

Group

Company

2025
£

2025
£

Bank borrowings

1,193,700

1,193,700

Company

Bank borrowings

Bank borrowings is denominated in pounds sterling with a nominal interest rate of 3.85% plus Bank of England Base Rate, and the final instalment is due on 31 January 2032. The carrying amount at period end is £14,601,575.

The assets of the Group have been pledged as security. There is a cross-company guarantee across the Group securing the bank borrowings of the company, with the exception of Holyhead Towing Company (Guernsey) PCC Limited, Turbine Transfers Ltd and Church Bay Ltd. There is a fixed charge over the vessels of the Group in favour of Lombard North Central PLC. In the event of a sale of one of the vessels, a proportion of the sales price must be contributed towards the outstanding Group loan balance.

Included in the loans and borrowings are the following amounts due after more than five years:

2025
£

After more than five years by instalments

8,533,600

-

24

Analysis of changes in net debt

Group

 

HTC Investments Limited

Notes to the Financial Statements for the Period from 9 July 2024 to 31 March 2025

Financing cash flows
£

Acquisition of subsidiaries
£

At 31 March 2025
£

Cash and cash equivalents

Cash

3,341,922

-

3,341,922

Borrowings

Long term borrowings

298,425

(14,900,000)

(14,601,575)

 

3,640,347

(14,900,000)

(11,259,653)

25

Related party transactions

Company

Other transactions with directors

During the year some directors acquired Ordinary B share capital, information about the transaction is recorded in note 21.

Summary of transactions with parent

Parent company - Fortuna Ltd At the balance sheet date the company owed the parent company £1,430,338 for costs associated with the acquistion of the subsidiaries of the group.
The balance is required to be repaid within seven years from the acquistion date.
During the year the parent acquired all of the Ordinary A share capital.

26

Parent and ultimate parent undertaking

The company's immediate parent is Fortuna Ltd, incorporated in Falkland Islands.

 The most senior parent entity producing publicly available financial statements is Fortuna Ltd.The ultimate controlling party is Stuart Wallace.