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Ocado Group
Ocado Group (OCDO) investor relations material
Ocado Group H2 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.H2 2025 earnings summary26 Feb, 2026
Executive summary
Group revenue rose 12% year-over-year, reaching £1.36bn, with strong performances across Technology Solutions, Logistics, and Ocado Retail JV, and adjusted EBITDA up £66m to £178m.
Implemented cost and capital discipline, realigned organisational structure, and addressed early network challenges, including site closures in North America, to strengthen long-term partnerships.
Focused on turning cash flow positive in the second half of 2026, with full-year cash generation targeted for FY27.
Evolved technology platform and commercial model to support renewed global expansion and operational efficiency.
Financial highlights
Technology Solutions revenue increased 13% to £561m; Logistics revenue up 11% to £800m; group revenue up 12% year-over-year.
Adjusted EBITDA grew by £66m to £178m, driven by higher contributions from both segments; statutory earnings before tax at £403m, benefiting from deconsolidation of Ocado Retail.
Underlying cash outflow improved by £99m to £100m, supported by £113m proceeds from a Kroger Letter of Credit.
Ended the year with liquidity exceeding £1bn, including £740m cash and £300m undrawn RCF, further bolstered by a £279m post-year-end inflow.
Interest costs increased by £48m year-over-year; plans in place to reduce gross debt.
Outlook and guidance
Targeting cash flow positive in H2 2026 and full-year positive cash flow in FY27.
FY26 guidance targets Technology Solutions revenue around £500m and Logistics high mid-single digit % growth.
Technology and SG&A spend to decline by £100–£150m by FY27, with £150m in aggregate cost savings.
CapEx to reduce to £200–£250m annually; Technology Solutions adjusted EBITDA margin expected at ~30%.
Expecting 125–130+ live modules by FY27, generating around £400m contribution.
How will the evolved platform drive new market entry?
Detail SBA's path to mass market adoption?
Outline debt reduction strategy and impact on costs?
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Next Ocado Group earnings date
H1 202616 Jul, 2026
Ocado Group
Next Ocado Group earnings date
H1 202616 Jul, 2026
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Frequently asked questions
Revolutionary Retailing Solutions
Ocado, headquartered in Hatfield, United Kingdom, is one of the pioneers in the world of online grocery retailing. Established in 2000 by three former Goldman Sachs employees, Ocado has reimagined the way people shop for groceries. With its groundbreaking technology, Ocado has risen to become a leader in online grocery retailing, serving customers across the UK and beyond.
Robot-Powered Warehouses
The most innovative part of Ocado's operation is its robotic warehouse systems. These state-of-the-art systems use a fleet of robots to pick up and pack groceries in an efficient and accurate manner. The robots operate on a three-dimensional grid system, known as "The Hive", allowing them to move in any direction to retrieve items. They are capable of managing a vast range of different products while operating at remarkable speed and precision, and significantly reducing the time required to pack groceries for delivery and shipping.
Driven by technology
This technology has not only revolutionized Ocado's own operations but it's also being licensed to other retailers around the world. The Ocado Smart Platform (OSP) is an end-to-end system that combines hardware and software solutions. It offers other businesses a comprehensive method for digitizing their grocery operations, marking Ocado's transition from a pure e-grocery to a technology provider as well. Ocado's unique selling proposition is its technology. By investing heavily in its warehouse automation and advanced systems, Ocado has managed to stay ahead of many competitors and has set new standards for efficiency and speed in the grocery industry.
A Key Player
Despite being a relatively young company, Ocado has secured a strong position within the online grocery and retail industry, especially in the UK market. It operates a successful partnership model with well-known chains like Marks & Spencer in the UK, ICA in Sweden, and Kroger in the US. Through these partnerships, Ocado combines its technological expertise with the established customer base and brand power of traditional grocers, creating a formidable force in the online grocery sector.
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