London · Delayed Price · Currency is GBP · Price in GBX MONY Group Earnings Call Transcripts
Fiscal Year 2025
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Record revenue and adjusted EBITDA were achieved in 2025, driven by strong brand, tech, and AI integration. SuperSaveClub membership and ARPU grew, while Home Services and new product launches expanded market reach. Gross margin faced PPC cost headwinds, but outlook remains confident.
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Record revenue and adjusted EBITDA were achieved in 2025, driven by strong membership growth, new AI-enabled products, and disciplined cost control. Shareholder returns totaled £96 million, with further buybacks planned, and momentum is expected to continue into 2026.
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Revenue and adjusted EBITDA grew modestly year-over-year, with strong SuperSave Club membership gains and continued investment in tech driving cost efficiencies. Gross margin declined due to mix effects and higher PPC costs, but full-year guidance is reiterated.
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Revenue rose 1% to £225 million and adjusted EBITDA increased 2% to £75 million, with strong growth in home services and SuperSaveClub membership. Margin was impacted by higher PPC costs and product mix, but cost control and tech investment supported resilience.
Fiscal Year 2024
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Revenue grew 2% to £439M and Adjusted EBITDA rose 7% to £142M, driven by strong member growth and B2B expansion. Super Save Club surpassed 1M members, while a £30M share buyback and 3% dividend increase were announced. PPC costs and business mix continue to impact margins.
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Record revenue and adjusted EBITDA were achieved, driven by strong insurance and cashback growth, while member-based propositions like SuperSave Club boosted engagement and loyalty. Dividend rose 3% and a GBP 30 million share buyback was announced, with continued investment in AI and efficiency.
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Record H1 revenue and EBITDA were achieved, with strong customer savings and disciplined cost control. Insurance premium growth is slowing, but B2B and cashback segments are expanding, and SuperSaveClub is expected to become material in 2025.
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Record H1 revenue and EBITDA were achieved, driven by strong insurance and cashback growth, while member-based propositions and B2B partnerships gained momentum. Outlook remains positive, with continued investment in tech and data, but energy switching is expected to stay muted in 2024.