London · Delayed Price · Currency is GBP · Price in GBX XPS Pensions Group Earnings Call Transcripts
Fiscal Year 2026
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Revenue grew 13% and adjusted EBITDA 9% year-over-year, with strong operational gearing and EPS ahead of consensus. Advisory and administration segments delivered robust growth, supported by successful integration of Polaris and expanding insurance consulting. AI and regulatory changes present ongoing opportunities for further growth.
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Revenue grew 13% year-over-year, with strong organic and acquisition-driven gains, and adjusted EPS up 9%. Major public sector wins and the successful integration of Polaris are expanding opportunities, while continued investment in technology and people supports future growth.
Fiscal Year 2025
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Revenue grew 18% and adjusted EPS rose 36% year-over-year, with strong margin gains and robust cash conversion. Segment growth was led by administration and actuarial consulting, while the Polaris acquisition expanded insurance consulting capabilities. FY2026 will see normalized growth as McCloud project effects subside.
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Significant growth is being driven by regulatory change, proprietary technology, and expansion into insurance consulting, with risk transfer revenues rising sharply and new business models like Polaris enhancing flexibility and scale. Technology investments and a strong culture underpin high margins, client satisfaction, and continued market share gains.
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Strong half-year performance with 23% organic revenue growth, margin expansion, and reduced leverage. Growth driven by high client demand, regulatory changes, and project work, with continued investment in technology and insurance consulting. Entry into FTSE 250 and major client wins further strengthen outlook.