CatalystWireBeta

Acuity RM Group

ACRM · AIM · Technology · mcap £5.2m · 1.7p 1 open situation →

EV
£5.2m
EV / EBIT
67.3x
Net cash
£80k
FCF yield
-15.6%
Revenue
£1.8m
Share price 1y
+84%
Insiders 12m
bought £9k
Next report
around 28 Jun

Acuity sells STREAM, software that helps organisations manage cyber security, compliance and enterprise risk. Customers pay mainly through multi-year subscriptions, with many in the public sector and defence.

Timeline · every situation
dots = announcements

Open · 1

Turnaround plan with targets

Cost-led turnaround to profit

Defence programme adds services revenue

Cost-led turnaround to profit. FY25 operating loss was £194,000 against £1,076,000. H1 2026 results on 8 Sep 2026 showed an operating loss of £10,000 against £282,000 on 38% lower admin costs, but revenue fell 23% to £877,000. Defence programme awards since August added over £300,000 of recurring revenue, including over £125,000 on 12 Oct 2026. On 21 Oct 2026 a services contract of over £90,000 took programme value over the next year to above £480,000.

New wins
Annual recurring revenues totalling over £300,000 announced in August and September 2026 8 Sep 2026 ↗
Next milestone
Risk OS launch expected Q4 2026; consultancy contracts in advanced discussions 21 Oct 2026 ↗
Debt
£79,000 remaining CBILS and lease liability, down from £129,000 14 Sep 2026 ↗
Latest order
Services contract over £90,000 for implementation, workshops and training, announced 21 Oct 2026, delivered over next year 21 Oct 2026 ↗
New ARR
Over £125,000 annual recurring revenue, announced 12 Oct 2026 12 Oct 2026 ↗
Programme
Two prime contractors and the central organisation committed to STREAM Classic 21 Oct 2026 ↗

Next: Third prime contractor deal; Risk OS launch Q4 2026

  1. 21 Oct 2026 Defence programme adds services revenue
  2. 12 Oct 2026 Near breakeven; defence programme orders widening
  3. 14 Sep 2026 Near breakeven; small further expansion order
  4. 8 Sep 2026 Near breakeven; growth yet to come
Open the full view – chart and every step →

Closed · 4

Dilutive fundraisePlacing of 20% of the market value completed · 8 Sep 2026 – 8 Oct 2026 Upgrade / downgrade cycleResults ahead of expectations ahead of expectations · 13 Jan 2026 – 13 Apr 2026 +4% Insider conviction1 director buying £48k in 1 buy · 17 Feb 2025 – 18 May 2025 −40% Dilutive fundraisePlacing of 26% of the market value completed · 16 Sep 2024 – 16 Oct 2024 −32%

Company filings. Not investment advice.

Share this quote

Quote card
Post on X WhatsApp Download image

The link opens this announcement with the quote highlighted. Quotes are checked against the original text.

Add a note