Full Year 2025 TruFin PLC Earnings Call Transcript

Mar 18, 2026 / 11:00 AM GMT

Release Date Price: $1.04

Transcript

Key Points

Positve

Trufin PLC (STU:29U) achieved a 20% increase in revenue, reaching £65.9 million in 2025.
EBITDA grew by 66% to £12.6 million, demonstrating significant operational leverage.
PlayStack, a subsidiary, reported a substantial revenue increase of £10.6 million, reaching £55.2 million.
Oxygen, another subsidiary, experienced predictable growth, adding £1.4 million to its top line.
The company completed two share buybacks totaling £8 million and announced a further £6 million buyback, indicating strong cash flow and shareholder returns.

Negative

Satago's revenues fell by £1.2 million due to the loss of a tier one bank contract and a decision to stop lending off its own balance sheet.
The Procurement Act created a significant headwind for Oxygen, increasing the workload for clients and impacting tender volumes.
Despite revenue growth, the cash balance declined by £2.7 million, ending 2025 with £12.4 million.
Satago had to undergo significant headcount reductions, cutting staff by 76% due to the loss of a major contract.
The company's hit ratio for game investments fell from 90% to 85%, indicating some recent games have not yet recouped their investment.

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

TRU.L - TruFin PLC
Full Year 2025 TruFin PLC Earnings Call
Mar 18, 2026 / 11:00AM GMT

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Presentation
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Unidentified_1 [1]
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Good morning and welcome to the Truth in PLC investor presentation. Throughout this recorded presentation, investors will be in listen-only mode. Questions are encouraged and could be submitted at any time via the Q&A tab situated on the right hand corner of your screen. 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 publish responses where appropriate to do so. Before we begin, I'd like to submit the following poll. I'd now like to hand you over to James Van der Berg, CEO. Good morning, sir.

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