Everplay Group plc
EVPL · AIM · Consumer Products and Services · mcap £643m · 415.5p 2 open situations →
Timeline · every situation
dots = announcementsOpen · 2
Upgrade / downgrade cycle
FY26 guidance upgrades
Second upgrade after July 'in line'
The Board only said 'in line' in July, then on 15 Sep said FY26 would be materially ahead of consensus (£175.2m revenue, £50.7m EBITDA). On 30 Sep it repeated 'materially ahead' against a consensus that has risen to £197.6m revenue and £57.2m EBITDA, citing Wardogs and Hell Let Loose: Vietnam.
- Consensus before
- £175.2m revenue, £50.7m adjusted EBITDA (as at 15 Sep update)
- Consensus now
- £197.6m revenue, £57.2m adjusted EBITDA, company-compiled after interim results
- Board view
- FY26 revenue and adjusted EBITDA materially ahead of current market expectations
- Risk named
- High profile Q4 launches from major studios
Next: FY26 results against raised consensus
- 30 Sep 2026 Second upgrade after July 'in line'
Overhang
Liontrust Investment Partners LLP selling down
14.199% → 4.99% in 6 notices
Next: 4.99% still held
- 8 Jun 2026 4.99%
- 6 Jun 2025 9.8805%
- 3 Jun 2025 10.5496%
- 2 Jun 2025 11.3198%
Closed · 2
Company filings. Not investment advice.