Warpaint London
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Warpaint London (W7L) investor relations material

Warpaint London H2 2025 TU earnings summary

Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
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H2 2025 TU earnings summary9 Feb, 2026

Executive summary

  • Acquired Barry M brand for £1.4 million, expanding presence in value cosmetics and UK retail channels.

  • FY25 revenue expected at £105 million, up from £102 million in 2024, with improved gross margin.

  • Brand Architekts, acquired in February 2025, contributed £12 million revenue and £0.8 million positive Adjusted EBITDA.

Financial highlights

  • FY25 Adjusted EBITDA expected at £22 million, down from £25 million in 2024, due to challenging market conditions.

  • Cash balance of £18 million as of 31 January 2026, up from £9 million a year earlier.

  • Barry M generated £15 million revenue in the year ended 28 February 2025.

Outlook and guidance

  • Anticipates return to organic growth and further new customer rollouts in 2026.

  • Focus remains on margin improvement and expanding retail presence.

Barry M's expected FY26 revenue contribution?
Strategy to mitigate US tariff uncertainty impact?
Future growth opportunities for Brand Architekts?
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H2 202524 Apr, 2026
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