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Cerillion (CER) investor relations material
Cerillion H2 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.H2 2025 earnings summary28 Nov, 2025
Executive summary
Achieved record highs across all key financial metrics for FY2025, with revenue up 4% to £45.4m, adjusted PBT up 10% to £21.8m, and net cash up 15% to £34.4m.
New orders rose 25% to £48m, driving a 21% increase in the back order book to £56.9m.
Secured two major contracts: £11.4m deal with Ucom (Armenia) and £25m+ expansion with an existing European customer.
Expanded sales and marketing teams in the USA, Europe, and Asia, and launched new AI-driven product features.
Confidence in pipeline and order book underpins positive outlook for 2026 and beyond.
Financial highlights
Adjusted EBITDA margin increased by 3.5pp to a record 50.9%, benefiting from higher license revenue and services day rates.
Revenue grew 4% year-over-year to £45.4m; adjusted profit before tax rose to £21.8m.
Net cash at £34.4m, up 15%, and dividend per share up 17% to 15.4p.
Gross margin improved to 81.5%; adjusted EPS increased to 56.5p.
Recurring revenue metric grew at a 21% CAGR over five years, outpacing total revenue CAGR of 17%.
Outlook and guidance
Record back-order book and strong sales pipeline position the business for growth in FY26 and beyond.
2026 analyst consensus margin at 45%, with management flagging potential for a slightly lower margin due to revenue mix and ongoing investment.
Weighted sales pipeline at £65m, with substantial deals close to closure.
Expecting revenue growth to be weighted towards H2 2026 (45% H1, 55% H2) due to timing of license revenue recognition.
Progressive dividend policy maintained, with strong cash generation supporting future growth.
How does competitor M&A affect Cerillion's sales pipeline
Reconcile backlog conversion slowdown with FY26 growth
AI investment: What is the strategic business impact
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Next Cerillion earnings date
H1 202627 May, 2026
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Frequently asked questions
Cerillion Plc is a software provider specializing in billing, charging, and customer relationship management (CRM) systems. Founded in 1999 following a management buyout from Logica, Cerillion has grown to serve a wide range of industries, including telecommunications, finance, utilities, and transportation. The company offers a comprehensive suite of solutions, including Cerillion Unify for quad-play CSPs, Cerillion Enterprise for B2B telcos, Cerillion Engage for digital brands, Cerillion Skyline for subscription businesses, and Cerillion Metro for smart cities. Additionally, Cerillion provides a variety of services, such as managed services, implementation, support, and maintenance, ensuring that clients have access to the latest product features and improvements. With headquarters in London, United Kingdom, Cerillion has expanded its reach globally, serving customers in the United Kingdom, Europe, the Middle East, the Americas, and the Asia Pacific. The company is listed on the London Stock Exchange.
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