MICROLISE GROUP PLC (SAAS) — Full year results for the year ended 31 December 2025

Investor webinar replay

Replay transcript excerpt

Good morning, and welcome to the MICROLISE GROUP PLC Investor Presentation. Throughout this recorded presentation, investors will be in listen only mode. Questions are encouraged and could be submitted at any time via the Q and A tab situated on the right hand corner of your screen. Just simply type in your questions and press send. Before we begin, I'd like to submit the following poll. And I'd like to hand over now I'd like to hand you over to the management team. Nadim, good morning, Good morning, and welcome, everybody. Thank you for joining us this morning. You've got myself, Nadim Raza, CEO of MICROLISE, and Nick Whiteman, CFO of MICROLISE. We're going to cover four items today, so give you some highlights of FY 2025 results. Nick's gonna do more of a deep dive into the financials for 2025, and then I'm gonna give you some updates on market and strategy and finish off with outlook before going on to q and a. So just to recap on FY 2025, we had really, really good strong cash flow through 2025. And as well as that, we saw some significant growth in our direct customer recurring revenue, 16% growth there. It was offset by lower revenues from OEMs, and we'll cover that in more detail in a later slide. We also delivered 5,000,000 cost saving annualized cost savings through a restructuring program that we did in December 25, and that's really set us up for doing, the investments that we're planning on doing in 2026 that's gonna drive margin expansion through '26 and '27. We also onboarded a new CTO as of the beginning of this year, and that's really helping us drive some of those product investments as well as continuing our growth with AI deployments internally for operational efficiency and also within our product set. I'm going to hand across now to Nick to give ...