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Tracsis
Tracsis (TRCS) investor relations material
Tracsis Corporate presentation summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Corporate presentation summary16 Sep, 2026
Strategic milestones and transformation
Completed acquisitions of Vesputi and Mistral Data, and divested the Events business to focus on scalable, software-led growth.
Transitioned to a unified 'One Tracsis' operating model, integrating group functions and leadership.
FY26 performance delivered in line with expectations, setting a strong foundation for FY27.
Enhanced product and market position
Expanded software and data services portfolio, especially in rail technology, operations, and analytics.
Mistral Data acquisition added high-margin, recurring revenue and two new UK train operator customers.
Now serves 22 of 24 UK train operating companies, with an estimated 22% share of the core UK rail software market.
Financial performance and growth profile
FY26 pro forma revenue around £85.5m, with adjusted EBITDA of approximately £13.5m.
Mistral Data contributed to a rise in recurring revenue share to 70% and EBITDA margin to over 45%.
Mistral Data's ARR grew to £11.4m in FY26, with 86% of revenue recurring and a 30% EBITDA margin.
Pro forma leverage at completion is about 1.5x, expected to reduce to 1.0x by end-2027.
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Latest events from Tracsis
- Acquisition of Mistral Data boosts recurring revenue, margins, and growth opportunities.TRCS
Investor update - FY26 results meet expectations; Mistral Data acquisition boosts growth and recurring revenue.TRCSH2 2026 TU
- Revenue up 7%, EBITDA up 31%, strong cash, and strategic expansion drive growth.TRCSH1 2026
- Revenue and EBITDA growth, strong cash, and a key North American contract drive positive outlook.TRCSH1 2026 TU
- H2 recovery, recurring revenue growth, and strong cash support a stable FY 2026 outlook.TRCSH2 2025
- Recurring revenue up 10% and software pipeline up 200%, with margin recovery targeted for FY25.TRCSH2 2024
- Profitability fell on rail headwinds, but recurring revenue and cash generation remain robust.TRCSH1 2025
- Recurring revenue growth offsets headwinds; FY25 EBITDA guided at £12.5m–£13.5m.TRCSH1 2025 Pre Recorded
Next Tracsis earnings date
H2 202619 Nov, 2026
Tracsis
Next Tracsis earnings date
H2 202619 Nov, 2026
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