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Edge29 May 2026
Who You Gonna Call? The Story of Rollins
How Rollins built one of America's most consistent businesses through recurring pest control, trusted local brands, and decades of acquisitions.
Software Circle
Software Circle (SFT) investor relations material
Software Circle Trading update summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Trading update summary21 May, 2026
New revolving credit facility and refinancing
Secured a £25.0m revolving credit facility with Santander, including a £10.0m accordion option, replacing previous Shawbrook facilities.
£10.7m of the facility used to redeem prior borrowings; remaining funds support acquisition strategy.
Facility offers a four-year term, extendable by one year, with interest rates between 2.00% and 3.00% over SONIA, and is repayable by May 2030 or 2031.
Financial and trading performance
Achieved 22% revenue growth to approximately £22.3m for FY26, with acquired businesses contributing 7% organic growth.
Adjusted EBITDA rose 81% to £5.8m, with margin improving to 26% from 17% in FY25.
Operating EBITDA increased 58% to £7.6m, with organic Operating EBITDA up 19% and margin at 34%.
Operating cash flow per share doubled to 1.0p, reflecting strong cash conversion.
Strategic outlook and acquisition focus
Annualised revenue run-rate is £25.0m with a 27% Adjusted EBITDA margin; cash balance stands at £4.6m and £14.3m undrawn committed debt.
Focus remains on disciplined M&A, targeting £15m annualised Adjusted EBITDA (Gate 5 goal).
Strong recurring revenues and operational performance underpin long-term value compounding.
Roadmap to achieve Gate 5 EBITDA target
Drivers of organic revenue decline at Nettl
Commercializing AI as systems of action
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Latest events from Software Circle
- Revenue up 38% to £16.2m, EBITDA margin 17%, net cash £6.9m, strong acquisition pipeline.SFT
H2 23/2425 Feb 2026 - Strong revenue and EBITDA growth, boosted by acquisitions and recurring revenues.SFTH2 24/2525 Feb 2026
- Strong revenue and margin growth driven by acquisitions, with recurring revenue at 73%.SFTH1 25/2615 Dec 2025
- Revenue up 8%, EBITDA up 54%, recurring revenues at 67%, and new funding secured for acquisitions.SFTH1 24/254 Sep 2025
Next Software Circle earnings date
H2 25/2620 Jul, 2026
Software Circle
Next Software Circle earnings date
H2 25/2620 Jul, 2026
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@theshortbearx.com
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