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Tracsis (TRCS) investor relations material
Tracsis H1 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.H1 2025 earnings summary25 Apr, 2025
Executive summary
H1 FY25 financial performance was below expectations due to UK rail funding delays, a major customer cyber-attack, and inflationary pressures, but recurring software revenues grew 7% and transactional revenues rose 18%, supported by international diversification and key product deployments.
Multi-year strategic contract wins, including TAP Converter for UK PAYG ticketing, underpin revenue for H2 FY25 and beyond; growth strategy remains unchanged.
A £3m share buyback was launched, interim dividend increased 9% to 1.2p, and the company maintains a strong cash position with no debt.
Cash generation remained strong, with cash balances at £22.1m, up £5.3m year-over-year.
Strategic focus remains on growing recurring and transactional revenues, international diversification, and product-based business model.
Financial highlights
H1 2025 revenue was £36.3m, down 1% year-over-year on a reported basis; like-for-like revenue up 2% excluding discontinued consultancy activities.
Adjusted EBITDA fell 33% to £3.8m, with margin at 10.5% (down from 15.5%); adjusted diluted EPS was 7.7p, down 25% year-over-year.
Statutory operating loss widened to £1.1m; loss before tax was £0.7m; basic loss per share at 1.5p.
Free cash flow rose to £2.3m, aided by working capital improvements and lower capex.
Interim dividend increased 9% to 1.2p; cash at period end: £22.1m, no debt.
Outlook and guidance
FY25 adjusted EBITDA guidance set at £12.5m–£13.5m, with H2 expected to be stronger due to orderbook, seasonality, and cost actions.
Improved financial performance expected in H2 FY25, supported by new contracts and seasonal activity.
Headwinds from CP7 funding, UK rail reform, procurement delays, and US tariffs expected to persist into FY26.
No material new contract wins assumed in guidance; prudent forecasting framework to continue.
Focus remains on growing recurring software and transactional revenues, and international diversification.
Explain the CP7 funding impact on RCM hardware.
What actions address lower Traffic Data margins?
How does Tracsis plan to access new markets?
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H2 202521 Nov, 2025
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Frequently asked questions
Tracsis plc is a technology company specializing in software, hardware, and services for the transportation industry. The company's offerings include software solutions for transportation planning, scheduling, and operations management, as well as data analytics and event planning services. Tracsis serves sectors such as rail, bus, and tram, providing tools to optimize efficiency and enhance operational performance. Additionally, the company offers condition monitoring hardware to support infrastructure maintenance and reliability. The company is headquartered in Leeds, England, and its shares are listed on the AIM.
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