UK's Microlise FY2025 revenue rises 3.7%, meets expectations

Microlise

29/01/2026 07:11

Overview

UK transport software firm's FY2025 revenue grew 3.7%, meeting market expectations

Recurring revenue rose 7.5%, driven by 16% growth from direct customers

Company executed £5 mln in annualized cost savings, added 417 new customers

Outlook

Microlise expects FY2026 OEM customer revenues to be below FY2025

Company enters FY2026 with streamlined cost base and scalable platform

Microlise sees expanding opportunity in UK and international markets in FY2026

Result Drivers

RECURRING REVENUE GROWTH - Driven by 16% increase from direct customers, boosting overall recurring revenue by 7.5%

COST SAVINGS - £5 mln in annualized cost savings achieved through efficiency measures completed before year-end

API INTEGRATION - New API connections with vehicle refrigeration OEMs enhanced platform functionality

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
FY Revenue
GBP 84 mln
FY Adjusted EBITDA
GBP 8.30 mln


Analyst Coverage

The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 4 "strong buy" or "buy", no "hold" and no "sell" or "strong sell"

The average consensus recommendation for the it services & consulting peer group is "buy"

Wall Street's median 12-month price target for Microlise Group PLC is GBp165.00, about 77.4% above its January 28 closing price of GBp93.00

The stock recently traded at 19 times the next 12-month earnings vs. a P/E of 22 three months ago

Press Release: ID:nRSc8091Qa

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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.)