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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.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.
- Revenue up 4% to £60.7m, EBITDA up 6%, strong retention, £7m buyback completed.PEBB
H1 2026 - HY 26 revenue and EBITDA exceed prior year, with strong growth and extended share buyback.PEBB
Trading update - Trading and revenue growth remain strong, with FY26 outlook reaffirmed and buyback ongoing.PEBB
Trading update - Improved margins and strong cash flow drove record capital returns and resilient retention.PEBB
H2 2025 - Strong cash generation and improved margins drove record capital returns amid stable revenues.PEBB
H2 2025 - FY25 results in line with expectations, strong cash generation, and accelerated Facilisgroup growth.PEBB
H2 2025 TU - Revenue down, margins up, strong cash flow and retention support stable FY 25 outlook.PEBB
H1 2025 - Gross margin rose to 44.7% as stable EBITDA and strong cash offset lower revenue.PEBB
H1 2024 - FY24 delivered revenue and margin growth, with strong cash returns and positive 2025 momentum.PEBB
H2 2024
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