The Pebble Group (PEBB) Investor update summary

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.