UK's Alfa Financial Software 2025 revenue slightly beats estimates, declares special dividend

Alfa Financial Software Holdings

12/03/2026 07:10

Overview

UK asset finance software developer's 2025 revenue up 15%, slightly beating analyst expectations

Full-year EPS met analyst expectations

Company declared increased ordinary dividend and special dividend

Outlook

Company expects strong Subscription revenue growth and good Delivery revenue growth in 2026

Alfa says currency headwinds from US business may impact reported results in 2026

Company expects good revenue growth in 2026 and beyond despite macro uncertainty

Result Drivers

SUBSCRIPTION REVENUE GROWTH - Co said 16% rise in subscription revenues, driven by both new and existing customers, was a key driver of results

DELIVERY MOMENTUM - Growth in delivery revenues, up 15%, supported by new implementation projects and increased go-lives

AMERICAS GROWTH - Revenue in the Americas rose 23% due to large customer wins over the past 18 months

Company press release: ID:nRSL3077Wa

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
FY Revenue
Slight Beat*
GBP 126.70 mln
GBP 126.33 mln (8 Analysts)
FY EPS
Meet
GBP 0.10
GBP 0.10 (8 Analysts)
FY Operating Profit
Slight Beat*
GBP 40.10 mln
GBP 39.77 mln (6 Analysts)
FY Pretax Profit
Slight Beat*
GBP 40.10 mln
GBP 39.78 mln (8 Analysts)
FY Basic EPS
GBP 0.10


*Applies to a deviation of less than 1%; not applicable for per-share numbers.

Analyst Coverage

The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 8 "strong buy" or "buy", no "hold" and no "sell" or "strong sell"

The average consensus recommendation for the financial technology (fintech) peer group is "buy"

Wall Street's median 12-month price target for Alfa Financial Software Holdings PLC is GBp282.00, about 46% above its March 11 closing price of GBp193.20

The stock recently traded at 20 times the next 12-month earnings vs. a P/E of 24 three months ago

For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact reuters.support@thomsonreuters.com.

(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)