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Newmark Security (NWT) investor relations material
Newmark Security Q4 25/26 TU earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Executive summary
HCM revenue rose 27% to £19.5 million, with North America up 43% year-over-year.
Strategic review led to decision to dispose of Safetell, with advanced negotiations underway.
HCM's sales pipeline and recurring revenues are growing, supported by new partnerships and product launches.
Investments in people, systems, and inventory position the group for further growth in FY27.
Financial highlights
Group revenue for FY26 expected to be at least £26 million, up over 13% from FY25.
HCM annualised recurring revenue increased 8% to £3.9 million; underlying ARR up 26% excluding a phased-out Mexican customer.
HCM operating profit increased by more than 30% year-over-year.
Group net debt (excluding leases) rose to £4.8 million from £2.1 million, driven by inventory investment and Safetell funding.
Outlook and guidance
FY27 outlook is positive, with a strong start to the year and a robust HCM sales pipeline.
Strategic investments in HCM expected to drive further growth.
Board focused on HCM expansion and resolving Safetell and Access Control strategies.
- Revenue up 13% and gross margin improved, with HCM and service growth driving outlook higher.NWT
H1 25/2615 Jan 2026 - Recurring HCM revenue up 30% and full year growth expected despite H1 revenue dip.NWT
H1 24/259 Jan 2026 - Robust H1 2026 growth, strategic reviews, and governance changes drive positive outlook.NWT
Trading Update5 Jan 2026 - HCM-led growth drove higher revenue and margins, with recurring revenues and new partnerships fueling expansion.NWT
H2 24/255 Sep 2025 - Revenue up 10% to £22.3m, with margin gains and strong recurring revenue growth.NWT
H2 23/2413 Jun 2025 - Revenue growth and new tech partnerships position Newmark for further expansion.NWT
Trading Update6 Jun 2025
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