Software Circle annual profit up 71% on deals and margin gains

Software Circle PLC on Thursday said annual profitability surged, driven by acquisitions and margin expansion, despite mixed organic revenue performance across its portfolio.

The UK and Ireland-focused vertical market software investor said operating earnings before interest, tax, depreciation, and amortisation for the financial year ended March 31 jumped 71% to £4.8 million from £2.8 million a year earlier, as the group’s operating Ebitda margin improved to 26% from 17%.

However, shares in Software Circle were down 4.0% at 28.60 pence in London on Thursday afternoon.

Adjusted Ebitda, which accounts for central administration costs, rose 88% to £3.2 million from £1.7 million, with the margin up to 17% from 10%, hitting the firm‘s target of exceeding 15%.

Revenue rose 13% to £18.3 million from £16.2 million. Organic revenue grew 5% excluding print software unit Nettl Systems, but fell 7% including it due to weaker non-recurring income.

The company made three acquisitions during the year - Bethebrand, LinkMaker and Total Drive - bringing the group total to nine businesses. It ended the year with annualised revenue of just over £20 million and a run-rate adjusted Ebitda margin of around 20%.

Software Circle said its main financial priority remains maximising operating cash flow per share, which declined to 0.5 pence from 0.6p, reflecting a capital raise in September 2023.

The group had £8.2 million in cash and a £10 million available debt facility at year-end. It said it intends to release full-year results in July.

‘We believe [operating cash flow per share] is the clearest long-term indicator of shareholder value creation,’ the company said.

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