Celebrus Technologies
CLBS · AIM · Technology · mcap £19m · 52.0p 3 open situations →
- EV
- −£5.2m
- EV / EBIT
- –
- Net cash
- £24.7m
- FCF yield
- 13.2%
- Revenue
- £17.6m
- Cash returned
- 13.7%
- Share price 1y
- −65%
- Insiders 12m
- bought £103k
- Next report
- around 1 Dec
Celebrus sells software that captures customer behaviour data from websites and apps and feeds it to marketing and analytics systems, mainly to banks, retailers and other large enterprises. Revenue comes from licences, cloud services and support, plus some resold third-party software.
Open · 3
Profit warning
The go-to-market restructure (Marketing, Sales, Customer Success) was meant to fix FY26's new business shortfall. In H1 FY27 gross new logo and upsell additions were only $0.6m, while a lost customer cut Celebrus ARR 2.0% to $14.7m. Sales roles are filled, but deals take around eight months, closing is slower than hoped, and FY27 guidance is cut.
- Board view
- Supports the direction while challenging management to increase the pace of execution
- Retention
- NRR 96.7% against 104.1%; two bank divestitures cost $0.6m of ARR
- H1 ARR
- Celebrus ARR down 2.0% to $14.7m; new logos $0.2m, upsells $0.4m, reductions $0.9m
- Lost customer
- Exercised a break at the end of year one of a three-year contract; company cites imperfect execution
- Deal cycle
- Average around eight months; pipeline opportunities growing but closing slower than hoped
- Actions
- Sales positions filled; new VP-Global Services hired to standardise enterprise implementations
Next: H1 FY27 results and presentation · 8 Dec 2026
- 6 Oct 2026 profit warning · -40% on the day
- 14 Jul 2026 profit warning · +11% on the day
Share buyback programme
The up-to-1,000,000-share buyback through Cavendish launched on 13 Feb 2026. The H1 update shows $2.0m spent in the period, alongside a $1.2m final dividend, while cash fell to $22.3m. Returns now sit against a loss-making FY27 guide.
- 6 Oct 2026 Buyback spend of $2.0m reported in H1
- 13 Feb 2026 Launched 13 Feb 2026, broker-managed by Cavendish
Mission Trail Capital Management LLC towards control
Mission Trail Capital Management LLC raised its stake in Celebrus Technologies from 22.4266% to 29.4983% on 20 May 2026, crossing 25%.
- 20 May 2026 29.4983%
Closed · 5
Company filings. Not investment advice.