Full Year 2025 XPS Pensions Group PLC Earnings Call Transcript
Key Points
- XPS Pensions Group PLC (LSE:XPS) reported a strong financial performance with revenue growth of 18%, EBITDA up 27%, and adjusted EPS up 36% for the year ended March 31, 2025.
- The company has successfully leveraged investments in areas like risk transfer and public sector projects, such as the McCloud remedy, contributing to margin improvements.
- XPS Pensions Group PLC has a strong brand presence, winning significant awards like the Actuarial Firm of the Year at the Professional Pensions awards.
- The acquisition of Polaris and the hiring of senior personnel have positioned the company well for expansion into the insurance consulting market.
- The company maintains a strong culture and employee satisfaction, with high retention rates and positive client feedback, which supports continued business growth.
- The one-off impact of the McCloud project will not recur in FY26, potentially affecting revenue and margin growth.
- The company anticipates a lower EBITDA margin in FY26 due to the absence of McCloud revenues and increased national insurance costs.
- There is uncertainty regarding the full realization of opportunities in the public sector and insurance consulting markets, as these are still in the investment phase.
- The competitive landscape is evolving with increased M&A activity, which could pose challenges for XPS Pensions Group PLC in maintaining its market position.
- The company faces potential challenges in integrating new acquisitions and expanding into new markets, which could impact operational efficiency and financial performance.
Good morning, everybody. A very warm welcome to London Stock Exchange. Thank you for coming along to see us this morning. We're going to present our results for the year ended March 31, 2025. Now, it was another great year.
We're really, really pleased with the results. As you can see, we're announcing revenue growth of 18%. Of course, we announced that a few weeks ago, but we're pleased to show you that's been delivered with really strong operational gearing.
We've got EBITDA up 27% and adjusted EPS up 36% over the year. Now that's the third year in a row of really, really strong performance. So we're absolutely delighted that we're compounding the levels of growth that we've seen in recent years now, which is fantastic. Now it's fair to say that the market that we operate in is a good one. There's a lot going on.
You just open the FT and there'll be a story about pensions in there. And whenever that happens, it's quite likely there'll be things for us to be talking to our clients about. But I
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