The Pebble Group
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The Pebble Group (PEBB) investor relations material

The Pebble Group Investor update summary

Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
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Investor update summary10 Sep, 2026

Financial performance and capital allocation

  • Achieved 4% group revenue growth in H1 2026, with both businesses contributing to EBITDA equally and maintaining sustainable margins.

  • Strong cash generation enabled significant returns to shareholders via dividends and share buybacks in 2025 and H1 2026.

  • Capital allocation prioritizes investment in Facilisgroup for growth, maintaining dividends, and opportunistic share buybacks or acquisitions.

Facilisgroup business update

  • Facilisgroup serves over 250 partners, focusing on technology solutions for promotional product distributors, with $1.6 billion GMV processed.

  • Achieved 7% historic growth, with a look-forward technology subscription fee growth rate of 12% due to partner expansion, pricing changes, and larger client wins.

  • Customer LTV to CAC ratio of 7:1 supports continued investment in sales and marketing, aiming for double-digit growth.

  • Shifted a significant portion of ARR to longer-term contracts, increasing revenue visibility fivefold.

Brand Addition business update

  • Brand Addition posted 4% revenue growth in H1 2026, driven by new business wins and robust performance from existing clients.

  • Maintains a diversified client base by sector and geography, with a focus on long-term contracts and high client retention.

  • Gross margin guidance is around 36%, with net margin at 10–10.5%, reflecting improved operational discipline.

  • Confident in achieving FY 2026 targets, supported by strong sales pipeline and contract renewals.

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H2 202618 Mar, 2027
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Frequently asked questions

The Pebble Group plc is a provider of technology, services, and products to the global promotional products industry. The company operates through two main segments: Brand Addition and Facilisgroup. Brand Addition focuses on the design, sourcing, and distribution of promotional merchandise to global brands. Facilisgroup provides a technology platform and community for promotional product distributors in North America, offering software solutions and support services to enhance business operations and client engagement. The company is headquartered in Manchester, England, and its shares are listed on the AIM.