Next 15 Group PLC (FRA:8LS)

Half Year 2026 Next 15 Group PLC Earnings Call Transcript

Sep 30, 2025 / 08:30 AM GMT

Release Date Price: €3.62 (+13.84%)

Transcript

Key Points

Positve

Next 15 Group PLC (NXFNF) has taken decisive actions to address legacy issues and simplify its portfolio, reducing the number of businesses from 22 to 12.
The company has maintained strong margin discipline, with operating margins slightly improving despite a decrease in revenue.
Next 15 Group PLC (NXFNF) has seen strong growth in consumer, government, and digital transformation sectors, offsetting weaknesses in technology clients.
The company's balance sheet remains strong, with a significant reduction in net debt from 74.8 million to 45.3 million.
Next 15 Group PLC (NXFNF) is focusing on high-growth markets like retail media, data and analytics, and digital transformation, which are growing at double-digit rates.

Negative

Next 15 Group PLC (NXFNF) experienced a decline in net revenue by 3.6% to 230.8 million, primarily due to reduced spending by technology clients.
The company has faced economic uncertainty and tariffs impacting discretionary marketing spend.
There has been a decline in the Customer Insight segment by 6%, mainly due to a decrease in the Savanta business.
The Customer Delivery segment declined by 8%, with weak trading in Activate, which was down by 20%.
Next 15 Group PLC (NXFNF) is dealing with ongoing arbitration and legal costs related to MAC 49, which is expected to incur further losses in the second half of the year.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

NFGN.L - Next 15 Group PLC
Half Year 2026 Next 15 Group PLC Earnings Call
Sep 30, 2025 / 08:30AM GMT

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Presentation
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Unidentified_1 [1]
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Okay, so good morning and thank you for joining us on what is a.

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Unidentified_2 [2]
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Beautiful day.

It's.

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Unidentified_1 [3]
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Very nice to meet you all again. My name's SAM Knights. I am the new CEO here at Next 150. My background comes from the world of Procter and Gamble for my sins, where I spent much of my early career, working up through the business and

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