London · Delayed Price · Currency is GBP · Price in GBX Softcat Earnings Call Transcripts
Fiscal Year 2026
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Exceptional first half FY26 results featured 22.6% gross profit growth and a 27.3% rise in underlying operating profit, driven by strong demand, AI tailwinds, and strategic investments. Upgraded guidance anticipates high single digit profit growth, with continued focus on capital returns and operational excellence.
Fiscal Year 2025
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Delivered strong double-digit growth in gross profit and operating profit, driven by broad-based performance across segments and a significant contribution from large data center projects. Outlook for FY 2026 is for normalized growth, with continued investment in technology, people, and international expansion.
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Double-digit gross profit and operating profit growth were achieved in H1 FY25, with strong performance across all customer segments and technology areas. Guidance for FY25 operating profit was upgraded, and the balance sheet remains robust, supporting continued investment and shareholder returns.
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Financial services face rising IT complexity, regulatory demands, and the need for superior customer experience. Full-stack observability, driven by AI and integrated platforms, enables compliance, security, and operational efficiency, supporting modernization and multi-cloud strategies.
Fiscal Year 2024
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FY 2024 results surpassed expectations with 11.7% gross profit growth and strong cash generation. Broad-based growth across segments, increased dividends, and ongoing investment in digital and AI position the company for continued double-digit profit growth in FY 2025.