TPX FY22 results presentation from last week given by CEO, Neal Gandhi and CFO, Oliver Rigby. Video and podcast.
Stunning results:
- Revenue +58% to £79.7m
- Adj EBITDA +72% to £12.2m
- EPS +52% to 9.4p
- Cash conversion 110% £7.9m
Going forward the market is very strong, with research suggesting 9.9% increase on digital spend by Health and Central Government.
TPX are looking to scale to £200m run rate rev by March 25 having reached their £100m target a year early.
For FY23 they are in line with forecasts of Rev £97.4m and EBITDA £13.8m but it will be heavily H2 weighted due to the internal re-organisation and rebranding.
Neal Gandhi, CEO
00:22 Agenda
00:49 FY22 Summary
02:18 Digital transformation
03:58 Clients and expertise
04:48 Holistic transformation offering
05:33 Examples of work: Welsh Ambulance Service; UNICEF; Rural Payments Agency
Oliver Rigby, CFO
07:23 Financial results
15:40 ESG results & ESG activity
Neal Gandhi, CEO
18:08 2023 & 2025 Commercial vision
19:48 2023 & 2025 Impact vision
20:33 The move to one brand
27:54 Current trading and outlook
Neal Gandhi, CEO & Oliver Rigby, CFO
29:58 Q&A
