Germany's JDC Group prelim Q4 revenue rises to record level

JDC AG

11/03/2026 07:11

Overview

Germany digital insurance platform's preliminary Q4 revenue rose 18% yr/yr to record level

Preliminary Q4 adjusted EBITDA increased 67% yr/yr, full-year adjusted EBITDA up 47%

Company expects 2026 revenue and EBITDA to grow further, driven by AI transformation

Outlook

JDC Group expects 2026 revenue of EUR 300 mln to EUR 330 mln

Company forecasts 2026 EBITDA between EUR 35 mln and EUR 38 mln

JDC says AI transformation expected to drive further profit growth

Result Drivers

SEGMENT RESTRUCTURING - Consolidation of regulatory licenses led to revenue and earnings reallocation between Advisortech and Advisory segments, resulting in cost savings and influencing reported growth

FMK GROUP ACQUISITION - Newly added FMK Group contributed to revenue growth and provided access to new customers

AI AND DATA PLATFORM - Management said strong data assets and a leading platform infrastructure position the company to benefit from AI-driven changes in the insurance sector

Company press release: ID:nEQ44QMMla

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q4 Revenue
EUR 74.007 mln
Q4 EBIT
EUR 7.67 mln
Q4 EBITDA
EUR 9.56 mln
Q4 Pretax Profit
EUR 6.10 mln


Analyst Coverage

The one available analyst rating on the shares is "buy"

The average consensus recommendation for the diversified investment services peer group is "buy"

Wall Street's median 12-month price target for JDC Group AG is €35.84, about 42.2% above its March 10 closing price of €25.20

The stock recently traded at 23 times the next 12-month earnings vs. a P/E of 25 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.)