Gb Group Plc · LSE:GBG
Gb — GBG — FY2026 Earnings Presentation
44 slides from Gb's earnings presentation, Jun 2, 2026
Slide 1: Full year results presentation
Full year results presentation For the year ended 31 March 2026 02 June 2026
Slide 2: Expectations delivered
Expectations delivered Dev Dhiman CEO
Slide 3: GBG at a glance
Full year results 2026 Introductory remarks Financial review Strategic update 3 GBG at a glance Our purpose What we deliver We’re enabling safe GBG is the AI trust intelligence platform. and rewarding We turn billions of interactions across digital lives for people, places and businesses into the ge
Slide 4: Identity fraud is evolving at speed in a $50bn market
Full year results 2026 Introductory remarks Financial review Strategic update 4 Identity fraud is evolving at speed in a $50bn 1 market Customers are asking us to solve new challenges, accelerated by AI AI is making Challenges Challenges Acceleration of identity fraud customers need us customers wil
Slide 5: Expectations delivered
Full year results 2026 Introductory remarks Financial review Strategic update 5 Expectations delivered Successfully executed on our five key priorities What we guided for H2 What we delivered • Revenue growth of ~3% • 3.2% revenue growth – H2 accelerated - implying H2 mid-single digit Deliver on FY2
Slide 6: Momentum in the Americas
Full year results 2026 Introductory remarks Financial review Strategic update 6 Momentum in the Americas Q4 return to growth in the US market Evolve Confident in Strengthened Drive sales Operating commercial long - term leadership productivity model model growth Embedded & 3x 20% Returned new busine
Slide 7: Expanding our global partnership with Equifax
Full year results 2026 Introductory remarks Financial review Strategic update 7 Expanding our global partnership with Equifax Differentiated data enhances competitive advantage in the US market Differentiation in the US Hardened fraud defences • Signals power defence against • Multi-year agreement s
Slide 8: GBG Go – the AI-powered adaptive identity platform
Full year results 2026 Introductory remarks Financial review Strategic update 8 GBG Go – the AI - powered adaptive identity platform Strong market demand, ahead of our expectations and embedding new innovation at pace The adaptive platform meets evolving Unlock Outcomes: customer needs, building cro
Slide 9: Building from a position of strength
Full year results 2026 Introductory remarks Financial review Strategic update 9 Building from a position of strength Now is the time to capitalise on our momentum FY26: Delivered improved performance Capturing market & significant strategic progress opportunity One-off investment to £6m accelerate t
Slide 10: Financial review
Financial review for the year ended 31 March 2026 David Ward CFO
Slide 11: FY26 financial headlines
Full year results 2026 Introductory remarks Financial review Strategic update 11 FY26 financial headlines Growth accelerated in H2, as expected; strong increase in EPS and returns to shareholders Adjusted Net debt / EBITDA Returns to shareholders Revenue operating profit leverage in FY26 £285.0 m £6
Slide 12: Revenue analysis
Full year results 2026 Introductory remarks Financial review Strategic update 12 Revenue analysis Consistent NRR, primed for growth. Underlying revenue growth driven by strong new logo wins • Full year revenue growth 3.2% CCY – Excluding the retirement of Compliance Group revenue bridge platform & D
Slide 13: Summary income statement
Full year results 2026 Introductory remarks Financial review Strategic update 13 Summary income statement Delivered good operating profit margin while enabling growth-focused investment FY26 FY25 CCY £m £m Growth growth Revenue 285.0 282.7 0.8% 3.2% • Adjusted operating expense increase of just 2.0%
Slide 14: Identity
Full year results 2026 Introductory remarks Financial review Strategic update 14 Identity Accelerated growth; driven by strength in EMEA & APAC, with Americas improving • Growth driven by EMEA & APAC 61% of Group revenue – 3.3% excl. Compliance platform, with H2 accelerating to >6.0% • Strong ramp u
Slide 15: Location
Full year results 2026 Introductory remarks Financial review Strategic update 15 Location Good performance driven by channel partner and large enterprise activity • Strong partner channel activity driven by demand for 31% of Group revenue master data capabilities to support AI adoption • Delivered r
Slide 16: Global Fraud Solutions (GFS)
Full year results 2026 Introductory remarks Financial review Strategic update 16 Global Fraud Solutions (GFS) Material improvement in margin • Strong contribution margin of 49% (FY25: 39%) reflects 8% of Group revenue strategic decision to divert investment onto Identity to drive biggest impact on s
Slide 17: Impairment and exceptional items
Full year results 2026 Introductory remarks Financial review Strategic update 17 Impairment and exceptional items Investment into initiatives treated as exceptional are driving strong returns Non-cash items: FY 26 FY25 £m £m • £16.5m write-off of assets associated with legacy Compliance platform as
Slide 18: FY27 outlook
Full year results 2026 Introductory remarks Financial review Strategic update 18 FY27 outlook Mid - single - digit revenue growth expected Delivering shareholder value In line with current market expectations; Deploying our free cash flow to drive growth and and momentum carried from second half of
Slide 19: The next chapter: Go-ing faster
The next chapter: Go - ing faster Dev Dhiman CEO
Slide 20: Accelerating growth
Full year results 2026 Introductory remarks Financial review Strategic update 20 Accelerating growth A high quality, cash generative business with momentum Where we’re going Where we are 7–9% High single digit Where we were 4 - 6% Mid single digit Accelerate Americas 2 - 3% Global alignment Performa
Slide 21: Our efforts are compounding to drive momentum
Full year results 2026 Introductory remarks Financial review Strategic update 21 Our efforts are compounding to drive momentum Focus areas, initiatives and innovation delivered over the past two years underpin our guidance Strategic H2 FY26: Foresight FedEx Temu Uber Equifax Partnerships Functional
Slide 22: Spotlight: Uber
Full year results 2026 Introductory remarks Financial review Strategic update 22 Our efforts are compounding to drive momentum Spotlight: Uber – a landmark win made possible by the unique combination of GBG Go & Trust Strategic H2 FY26: Foresight FedEx Temu Uber Equifax Partnerships Functional AI-po
Slide 23: Spotlight: Foresight
Full year results 2026 Introductory remarks Financial review Strategic update 23 Our efforts are compounding to drive momentum Spotlight: Foresight – our latest innovation that needed underlying data architecture Strategic H2 FY26: Foresight Foresight FedEx Temu Uber Equifax Partnerships Functional
Slide 24: Spotlight: Temu
Full year results 2026 Introductory remarks Financial review Strategic update 24 Our efforts are compounding to drive momentum Spotlight: Temu – demonstrates the power of bringing our identity & location sales teams together AIStrategic powered H2 FY26: Foresight FedEx Temu Temu Uber Equifax Partner
Slide 25: Powering growth
Full year results 2026 Introductory remarks Financial review Strategic update 25 Powering growth Focus areas are driving innovation, differentiated growth rates and helping to win share Asia Global Americas, Australia GBG Trust eCommerce Gaming & NZ Loqate New Zealand International Know Your Innovat
Slide 26: Innovation through product and technology
Full year results 2026 26 Innovation through product and technology A snapshot from the team bringing our innovation to life for our customers Our product & GBG GBG technology foundation Foresight for Agents Gus Tomlinson Gonzalo Poste-Pestana Kartik Venkatesh Chief Product & Technology Officer Dire
Slide 27: Go-ing faster…
Full year results 2026 Introductory remarks Financial review Strategic update 27 Go - ing faster… A one-time £6m investment into the acceleration of the GBG Go FY27 roadmap to deliver growth, and establish a category leading position recognised to build our profile
Slide 28: Delivering value & solving problems for customers
Full year results 2026 Introductory remarks Financial review Strategic update 28 Delivering value & solving problems for customers Acceleration of the GBG Go FY27 roadmap to deliver growth & establish a category leading position What it will deliver for customers One platform, built to lead the AI -
Slide 29: Delivering value & solving problems for customers
Full year results 2026 Introductory remarks Financial review Strategic update 29 Delivering value & solving problems for customers Acceleration of the GBG Go FY27 roadmap to deliver growth & establish a category leading position What it means for shareholder value In the mid - term Increasing NRR th
Slide 30: New GBG
Full year results 2026 Introductory remarks Financial review Strategic update 30 New GBG The business you are investing in today has strong foundations, clear strategy and disciplined capital allocation, driving profitable growth Attractive $50bn market Diversified Competitively Execution financial
Slide 31: Q&A
Q&A
Slide 32: Appendix
Appendix SN) Le
Slide 33: Medium-term financial outlook
Full year results 2026 Introductory remarks Financial review Strategic update Appendix 33 Medium - term financial outlook Accelerating to high-single digit in the medium term Medium - term High - single digit FY28 Expect to generate 2% of incremental growth Adding ~1% growth per annum vs. FY27 from
Slide 34: FY26 modelling considerations
Full year results 2026 Introductory remarks Financial review Strategic update Appendix 34 FY26 modelling considerations Foreign exchange Currency % of Impact (vs. GBP) group revenue modelling US Dollar ~35% 1 cent move in the average exchange rate impact: • Revenue by c.0.3% • Adjusted operating pro
Slide 35: Revenue diversification
Full year results 2026 Introductory remarks Financial review Strategic update Appendix 35 Revenue diversification Solutions delivered through a mix of commercial models, with diversity on a sector & geographic basis High repeatable revenue 38% 33% 14% 10% 5% 5% 56% FY26 FY26 6% Group revenue Group r
Slide 36: 12-month rolling revenue metrics
Full year results 2026 Introductory remarks Financial review Strategic update Appendix 36 12- month rolling revenue metrics Underlying NRR trend stable; primed for growth Underlying trend stable ~ 100% FY22 FY23 FY24 FY25 FY26 NRR 106.6% 91.3% 99.1% 101.4% 100.0% New logo 2.9% 3.2% 2.8% 2.9% 2.7% NR
Slide 37: Capital allocation delivering shareholder value
Full year results 2026 Introductory remarks Financial review Strategic update Appendix 37 Capital allocation delivering shareholder value Deploying our free cash flow and balance sheet strength to drive shareholder returns FY25 FY26 leverage leverage 0.7x ~1.15x Bolt-on M&A DataTools acquisition in
Slide 38: Income statement
Full year results 2026 Introductory remarks Financial review Strategic update Appendix 38 Income statement FY26 FY25 £m £m Growth Revenue 285.0 282.7 0.8% Cost of sales (86.9) (84.9) Gross profit 198.2 197.8 0.2% Gross profit margin % 69.5% 70.0% -44bps Adjusted operating expenses (130.7) (130.8) (0
Slide 39: Cash flow statement
Full year results 2026 Introductory remarks Financial review Strategic update Appendix 39 Cash flow statement FY26 FY25 £m £m Change Opening net debt balance (48.5) (80.9) 32.4 Adjusted EBITDA 69.6 69.0 0.6 Working capital (8.1) (5.2) (2.9) Adjusted operating cash flow 61.5 63.8 (2.3) Exceptional co
Slide 40: Balance sheet
Full year results 2026 Introductory remarks Financial review Strategic update Appendix 40 Balance sheet Mar 26 Mar 25 £m £m Change Tangible assets 5.4 2.5 2.9 Goodwill, intangible assets and investments 572.4 695.0 (122.6) Deferred tax assets 1.7 0.6 1.1 Non-current receivables 8.7 6.2 2.5 Non-curre
Slide 41: Historic performance by segment
Full year results 2026 Introductory remarks Financial review Strategic update Appendix 41 Historic performance by segment Reported revenue £m FY23 FY24 FY25 FY26 Location 76.9 81.1 85.6 88.5 Identity 178.1 171.8 175.9 175.0 GFS 23.8 24.4 21.2 21.6 Other - - - - Group revenue 278.8 277.3 282.7 285.0
Slide 42: Historic Group performance
Full year results 2026 Introductory remarks Financial review Strategic update Appendix 42 Historic Group performance Reported revenue (£m) Adjusted operating profit1 (£m) 282.7 285.0 67.0 67.5 278.8 277.3 50 61.2 58.8 59.8 250 242.5 200 0 FY22 FY23 FY24 FY25 FY26 FY22 FY23 FY24 FY25 FY26 Gross margi
Slide 43: Disclaimer
Full year results 2026 Introductory remarks Financial review Strategic update Appendix 43 Disclaimer Restricted distribution Forward-looking statements This presentation is not for release, publication or distribution, in whole or This document contains certain forward-looking statements, including
Slide 44: Contact
Contact Richard Foster Head of Investor Relations richard.foster@gbg.com