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GB GROUP (GBG) investor relations material
GB GROUP H1 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.H1 2026 earnings summary25 Nov, 2025
Executive summary
On track to meet FY26 financial plan, with confidence in accelerating top-line growth in H2 and beyond, supported by strong operational execution and improved sales pipeline.
Strategic focus on Americas turnaround, transition to the GBG GO platform, and operational simplification to drive efficiencies and future growth.
Strong progress in foundational areas: global brand unification, cloud migration to AWS, launch of GBG GO, and performance framework overhaul.
Completed bolt-on acquisition of DataTools in Australia/ANZ and transitioned to the Main Market of the London Stock Exchange.
Net debt rose to £66.6m, primarily due to share buybacks and dividend payments, with leverage at 0.96x–1.0x EBITDA.
Financial highlights
Revenue for H1 FY26 was £135.5m, up 1.8% in constant currency (down 1.0% reported), with underlying growth of 4.4% excluding short-term impacts.
Adjusted operating profit rose 4.6% to £29.5m in constant currency; adjusted diluted EPS increased by 12.6% to 8.2p.
Gross profit margin improved by 40bps year-over-year to 70.0%; adjusted operating profit margin increased by 60bps to 21.8%.
Cash conversion remained strong at 85.8% on a 12-month rolling basis.
Net debt to EBITDA below 1x at £66.6m.
Outlook and guidance
Full-year financial outlook reiterated, expecting mid-single-digit constant currency revenue growth acceleration in H2.
Americas business expected to return to growth in H2, with improved sales pipeline and go-to-market execution.
Underlying revenue growth rate of ~4.4% expected to continue in H2 as short-term headwinds subside.
Net revenue retention (NRR) targeted to return to 100% in H2 and 105% in the medium term.
Additional £10m share buyback announced, with total FY26 committed shareholder returns of up to £56m.
What specific actions drive Americas H2 growth?
GBG Go: Platform rationalization progress?
What is the rationale for increased share buybacks?
Americas: new business impact on H2 growth
GBG Go: AI-driven insights module details
Post-FY26 capital allocation strategy
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H2 202610 Jun, 2026
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Frequently asked questions
GB Group PLC (GBG) is a company specializing in identity data intelligence, providing a suite of services and solutions aimed at fraud prevention, risk management, and compliance. The company offers technologies that enable organizations to validate and verify the identity and location of their customers through a comprehensive range of products including identity verification, location intelligence, and fraud detection services. The company is headquartered in Chester, England and its shares are listed on the London Stock Exchange.
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