UK's LBG Media FY25 revenue rises 10%, meets expectations on strong performance in Direct sales

LBG Media

03/02/2026 07:11

Overview

UK digital content provider's FY25 revenue grew 10%, in line with market expectations

Adjusted EBITDA for FY25 rose 3%, reflecting continued profit growth

Company accelerating investment in Direct revenue streams for predictable earnings

Outlook

LBG Media expects Direct revenue growth in low-to-mid teens range

Company anticipates Indirect revenue growth at low single-digit rate

LBG Media sees strong pipeline for FY26 in UK and U.S. Direct markets

Result Drivers

DIRECT REVENUE GROWTH - Strong performance in Direct revenues, with 13% growth driven by increased demand from blue-chip brands in the U.S. and UK

INDIRECT REVENUE STABILIZATION - Indirect revenues stabilized with growth in social platforms offsetting declines in web revenues

AI AND TECHNOLOGY INVESTMENT - Investment in AI and emerging technologies to drive productivity gains and client engagement

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
FY Revenue
GBP 92.20 mln
FY Adjusted EBITDA
GBP 25.20 mln
FY Adjusted EBITDA Margin
27.40%
FY Pretax Profit
GBP 14 mln


Analyst Coverage

The current average analyst rating on the shares is "strong buy" and the breakdown of recommendations is 3 "strong buy" or "buy", no "hold" and no "sell" or "strong sell"

The average consensus recommendation for the software peer group is "buy."

Wall Street's median 12-month price target for LBG Media PLC is GBp150.00, about 64.8% above its February 2 closing price of GBp91.00

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

Press Release: ID:nRSC4105Ra

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(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.)