Half Year 2026 Intercede Group PLC Earnings Call Transcript

Nov 27, 2025 / 12:00 PM GMT

Transcript

Key Points

Positve

Intercede Group PLC (FRA:LYD) has a strong and recognizable client base, including high-end government and US federal agencies.
The company has shown significant improvement in its Net Promoter Score, which has more than doubled over the last 3 to 4 years.
Intercede Group PLC is financially stable with a clean balance sheet, no debt, and strong cash generation.
The company is expanding its product offerings from a single product to a multi-product company, increasing its target market.
Intercede Group PLC is strategically positioned in the growing cybersecurity market, with a focus on recurring revenue and operational efficiency.

Negative

Revenue was slightly down by 3.9% on a comparative basis, impacted by currency fluctuations and delays in professional services.
There were delays in federal programs due to changes in the US administration, affecting revenue recognition.
The transition from perpetual to subscription-based revenue is challenging and requires careful management.
Professional services revenue was below the expected run rate, partly due to deployment completion of a large order from the previous year.
The share price has declined since September 2024, influenced by market sentiment and timing issues with order intake.

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

IGP.L - Intercede Group PLC
Half Year 2026 Intercede Group PLC Earnings Call
Nov 27, 2025 / 12:00PM GMT

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Presentation
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Unidentified_1 [1]
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Good afternoon ladies and gentlemen, and welcome to the Intercede Group PLC investor presentation. Throughout this recorded presentation, investors will be in listen-only mode. Questions are encouraged, they can be submitted at any time via the Q&A tab that's just situated on the right-hand corner of your screen. Please just simply type in your questions and press send.

The company may not be in a position to answer every question it receives during the meeting itself, however, the company can review all questions submitted today and will publish our responses where it's appropriate to do so on the Investor Meat Company platform.

Before we begin, as usual, we would just like to submit the following poll, and

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