RWS Holdings plc (AIM:RWS)
London flag London · Delayed Price · Currency is GBP · Price in GBX
87.55
+4.35 (5.23%)
Jul 27, 2026, 10:59 AM GMT

RWS Holdings Earnings Call Transcripts

Fiscal Year 2026

  • Delivered 7% organic revenue growth and 28% profit growth year-over-year, driven by AI-first strategy, strong segment performance, and the acquisition of Obviously. Margins expanded, cash conversion was strong, and guidance was raised to mid-single digit growth for FY 2026.

Fiscal Year 2025

  • Revenue was £690m with a slight organic decline, but SaaS and AI-related revenues grew strongly, now making up 46% and over 25% of the mix, respectively. FY26 guidance targets a return to growth, margin expansion, and continued tech-led transformation, supported by new partnerships and operational efficiencies.

  • Revenue grew 1.4% YoY to £344m in H1 2025, with margin pressure from mix and AI investment but ongoing cost efficiencies. The business is reorganizing into three divisions, focusing on AI, SaaS, and recurring revenue, and expects margin and revenue growth in H2.

Fiscal Year 2024

  • Returned to growth in H2 FY24 with 2% constant currency organic growth, led by AI solutions now making up 25% of revenue. Gross margin improved to 46.9%, and all divisions showed progress, with positive outlook for FY25 and continued investment in AI and SaaS.

  • H1 2024 saw resilient performance with group revenue of £350.3m, stable gross margin, and AI-related revenues now over 25%. Language and IP services returned to growth, while regulated industries faced headwinds but showed signs of recovery. Full-year outlook remains in line with expectations.

Fiscal Year 2023

Fiscal Year 2022

Fiscal Year 2021

Fiscal Year 2020