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essensys
essensys (ESYS) investor relations material
essensys H2 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.H2 2025 earnings summary6 Jan, 2026
Executive summary
Achieved a return to positive Adjusted EBITDA of £1.3m (FY24: £0.9m loss), reflecting cost discipline and a focus on high-quality recurring revenues.
Revenue declined 21% to £19.2m (FY24: £24.1m), mainly due to the anticipated downsizing of a single large strategic customer.
Gross margin improved to 59% (FY24: 57%) due to a higher proportion of recurring revenue and a more focused operating model.
Launched new product, elumo, and completed a data centre decommissioning project, realising £1.5m in annualised cost savings.
Board changes included a new CEO and CFO, and a strengthened governance structure.
Financial highlights
Revenue: £19.2m, down 21% year-over-year.
Recurring revenue: £16.9m, down 17% year-over-year.
Run Rate Annual Recurring Revenue (ARR): £15.0m, down 26% year-over-year.
Adjusted EBITDA: £1.3m (FY24: £0.9m loss).
Statutory loss before tax: £5.7m (FY24: £5.5m loss).
Loss per share: (8.6)p (FY24: (5.1)p).
Net cash: £1.8m (FY24: £3.1m).
Outlook and guidance
Q1 FY26 revenue in line with management expectations.
FY26 performance anticipated to be materially below expectations due to volatile macroeconomic conditions and slower adoption of elumo.
Management remains focused on customer engagement, operational resilience, and targeted go-to-market strategies.
Detail elumo's revised adoption timeline and targets
Assess future strategic customer concentration risk
How do cost savings support 70%+ gross margin target?
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Next essensys earnings date
AGM 202630 Jan, 2026
essensys
Next essensys earnings date
AGM 202630 Jan, 2026
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essensys plc is a UK-based technology company specializing in software and solutions for flexible workspace management. The company provides a platform that enables workspace operators to streamline operations, deliver digital services, and enhance tenant experiences. essensys' offerings include tools for connectivity, infrastructure management, and space optimization. The company is headquartered in London, United Kingdom, and its shares are listed on the London Stock Exchange.
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