Half Year 2026 GB Group PLC Earnings Call Transcript

Nov 25, 2025 / 09:30 AM GMT

Release Date Price: $3.12

Transcript

Key Points

Positve

GB Group PLC (FRA:0GB) is on track to meet its financial plan for FY26, with confidence in accelerating top-line growth in the second half of the year.
The company has made significant progress in its foundational areas, including migrating its cloud to AWS and launching the GBG Go platform.
The Americas business turnaround is showing positive signs, with four times more new business compared to the previous year and faster activation of new deals.
GBG Go platform is expected to increase growth pace by winning new customers and enhancing cross-sell and upsell opportunities.
The company has executed £35 million in share buybacks and completed a strategic acquisition in Australia, demonstrating effective capital allocation.

Negative

Revenue growth was modest at 1.8% in constant currency terms, with reported revenue declining by 1% due to short-term impacts.
Net revenue retention was slightly lower at 97.8%, impacted by short-term factors affecting the identity segment.
The Americas business, while showing signs of improvement, still faces challenges and requires further investment and focus.
The company is retiring legacy platforms, which could pose a headwind if not managed carefully.
There is ongoing pressure to maintain pricing power and avoid commoditization in the competitive identity verification space.

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

GBGP.L - GB Group PLC
Half Year 2026 GB Group PLC Earnings Call
Nov 25, 2025 / 09:30AM GMT

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Presentation
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Unidentified_1 [1]
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Hello everyone, and thank you for joining us today for the GBG first half results for fiscal year 2026. My name is Sammy and I'll be coordinating your call today.

During the presentation, you can register a question by pressing followed by 1 on your telephone keypad. If you change your mind, please press followed by 2 on your telephone keypad to remove yourself from the question queue.

I'll now hand over to your host, Dev Demon, to begin, CEO to begin. Please go ahead.

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Unidentified_2 [2]
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Dev. Good morning everyone and welcome to the GBG

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