GB Group
GBG · Main Market · Technology · mcap £332m · 150.2p
GBG sells software that checks who people are, spots fraud and validates addresses and locations for banks, retailers and other firms. It operates in the UK, the Americas and Asia-Pacific.
| Date | Type | Announcement | Day |
|---|---|---|---|
| 14 Aug 26 | Trading update | Americas Identity trading update
Americas Identity customer attrition forces FY27 revenue guidance down to 1-3% from mid-single digit growth. |
−30.8% |
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below expectations FY27 revenue growth guidance 1-3% (mid-single digit)FY27 adjusted operating profit margin approximately 21%One-off GBG Go investment £6 million
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| 21 Jul 26 | AGM Statement
Q1 revenue growth mid-single digit in core Identity and Location segments, in line with Board expectations. |
−3.1% | |
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in line expectations Revenue growth - Identity and Location mid-single digit
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| 23 Jun 26 | Purchase of Shares
Employee Benefit Trust purchased 133,811 shares at £1.86 per share on 22 June 2026. |
+1.4% | |
| 02 Jun 26 | Results | Final Results
FY26 revenue up 3.2% to £285.0m; adjusted operating profit flat at £67.5m; GBG Go platform securing 100+ customer contracts. |
−17.4% |
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Constant currency revenue £285.0m (£276.3m)Adjusted operating profit £67.5m (£67.0m)Adjusted diluted earnings per share 19.0p (17.4p)Net debt £80.1m (£48.5m)GBG Go customer contracts secured 100+Proposed final dividend per share 4.4p (4.4p)
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| 20 May 26 | Equifax and GBG Expand Global Partnership
Equifax and GBG expand partnership to integrate identity and fraud solutions in United States and globally. |
−0.4% | |
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Synthetic identity fraud expected losses by 2030 at least $23 billion
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| 22 Apr 26 | Trading update | Trading Statement
FY26 revenue £285m, up 3.2% constant currency; H2 acceleration to mid-single-digits; adjusted operating profit £67.5m. |
−1.1% |
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in line expectations FY26 group revenue £285 million (3.2% growth constant currency YoY)FY26 adjusted operating profit £67.5 million (£67.0 million)Operating margin 23.7%H2 core segment revenue growth 6% (constant currency basis)GBG Go wins 90GBG Go pipeline opportunities 225+Net debt year-end £80 millionShare repurchases FY26 £45 million (approximately 8% of equity)
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| 31 Mar 26 | Extension of Share Repurchase Programme
GBG extends share repurchase programme by £10 million, commencing 1 April 2026. |
+4.0% | |
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Share repurchase extension £10 millionShare repurchases completed in FY2026 £45 millionIssued share capital 233,714,306 Ordinary Shares
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| 27 Mar 26 | Completion of a refinancing
GBG completes refinancing of £175 million revolving credit facility maturing September 2030. |
−1.0% | |
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New RCF size £175 millionNew maturity date September 2030Previous maturity date July 2027
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| 25 Nov 25 | Extension of Share Repurchase Programme
GB Group extends share repurchase programme by £10 million, bringing total announced for FY2026 to £45 million. |
+9.5% | |
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Share Buyback Extension £10 millionTotal share repurchases announced in FY2026 £45 millionTotal issued share capital 238,936,921 Ordinary Shares
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| 25 Nov 25 | Results | Half-year Results
Half-year revenue £135.5m up 1.8% constant currency; adjusted operating profit £29.5m; full-year outlook reiterated. |
+9.5% |
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in line expectations Constant currency revenue £135.5m (£133.2m)Gross margin 70.0% (69.6%)Adjusted operating profit £29.5m (£29.0m)Adjusted diluted EPS 8.2p (7.3p)Net debt £66.6m (£71.9m)Cash conversion (12m rolling) 85.8% (83.7%)
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| 30 Oct 25 | Readmission - GB GROUP PLC
GB Group PLC ordinary shares cancelled from AIM trading with effect from 30 October 2025. |
−1.6% | |
| 27 Oct 25 | GB Group PLC
GB Group to be deleted from FTSE AIM indices following expected transfer to Main market listing. |
−1.6% | |
| 16 Oct 25 | Trading update | Trading Statement
First half revenue £135.5m in line with expectations; full year outlook reiterated with growth acceleration expected in second half. |
+0.2% |
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in line expectations First half revenue £135.5m (£136.9m)First half revenue growth (constant currency) 1.8%Underlying revenue growth (adjusted) approximately 4%Transformation costs incurred £2.0mShare repurchases since FY26 start £19.7mNet debt £65.8m
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| 16 Oct 25 | Acquisition of DataTools Pty Limited
GBG acquires DataTools, an address validation and data quality provider in Australia and New Zealand, for AUD $16.0 million. |
+0.2% | |
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Total consideration AUD $16.0 million (£7.9 million)DataTools revenue (12 months to 30 June 2025) AUD $5.0 million (£2.4 million)Recurring revenue over 90%DataTools customer base over 700
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| 23 Sep 25 | Trading update | Proposed move to the Main Market & Trading update
GBG to move from AIM to Main Market with admission expected 30 October 2025. |
+2.9% |
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in line expectations |
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| 18 Sep 25 | Notification and public disclosure of transactions
Performance share plan awards granted to CEO Dev Dhiman and CFO David Ward with performance conditions. |
+1.8% | |
| 04 Sep 25 | Notification and public disclosure of transactions
CEO and CFO granted Performance Share Plan awards totalling 484,738 ordinary shares subject to performance conditions. |
+0.0% | |
| 23 Jul 25 | Commencement of Share Repurchase Programme
GB Group commences £25 million share repurchase programme, expected to continue until 30 November 2025. |
+0.9% | |
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Share repurchase programme £25 millionDeadline 30 November 2025Total issued share capital 248,942,815 Ordinary Shares
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| 22 Jul 25 | AGM Statement
AGM statement confirms FY25 revenue growth of 3.0% to £282.7m and announces £25m share buyback programme. |
+1.5% | |
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in line expectations FY25 revenue (constant currency) £282.7mFY25 revenue growth (constant currency) 3.0%FY25 adjusted operating profit £67.0mFY25 adjusted operating profit growth 9.5%Identity and Location NRR 101.1%Fraud ARR growth 5.0%
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| 30 Jun 25 | Change of Nominated Adviser
GB Group changes nominated adviser and broker from Numis Securities to Deutsche Bank AG. |
−1.5% | |
| 10 Jun 25 | Results | Final Results
FY25 revenue £282.7m up 3.0% constant currency; adjusted operating profit £67.0m up 9.5%; net debt reduced to £48.5m. |
−9.2% |
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in line with trading update published 24 April 2025 expectations Constant currency revenue £282.7m (£274.5m)Adjusted operating profit £67.0m (£61.2m)Adjusted operating margin 23.7% (22.1%)Adjusted diluted EPS 17.4p (15.1p)Net debt £48.5m (£80.9m)Final dividend per share 4.40p (4.20p)
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| 25 Apr 25 | Purchase of Shares
Employee Benefit Trust purchased 400,000 ordinary shares at £2.36 per share on 24 April 2025. |
+0.9% | |
| 25 Apr 25 | Commencement of Share Repurchase Programme
GB Group announces £10 million share repurchase programme commencing immediately. |
+0.9% | |
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Repurchase programme maximum £10 millionIssued share capital as at 24 April 2025 252,635,775 Ordinary Shares
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| 24 Apr 25 | Trading update | Trading Statement
Revenue grew 3% to £283m; adjusted operating profit up 10% to £67m; net debt reduced to £48.5m. |
−14.2% |
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Group revenue £283 million (£277.3 million)Adjusted operating profit £67 million (£61.2 million)Net debt £48.5 million (£80.9 million)Identity growth approximately 3%Location growth just over 6%Cash conversion over 90%
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| 12 Mar 25 | Purchase of shares
Employee Benefit Trust purchased 240,000 ordinary shares at £2.97 per share on 11 March 2025. |
−0.3% | |
| 19 Nov 24 | Results | Half-year Results
Half-year revenue £136.9m up 3.4%, adjusted operating profit £29.0m up 21.3%; FY25 outlook reiterated. |
+6.3% |
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in line with the trading update released on 17 October 2024 expectations Revenue £136.9m (£132.4m)Constant currency revenue growth 4.5%Adjusted operating profit £29.0m (£23.9m)Adjusted operating margin 21.2% (18.1%)Net debt £71.9m (£104.8m)Net revenue retention (12-month) 100.2% (94.9%)
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| 17 Oct 24 | Trading update | Half-year trading update
1H25 revenue £137m up 4.5%, adjusted operating profit grew 21% to £29m; FY25 outlook reiterated. |
+13.1% |
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in line with expectations expectations First half revenue £137 million (£132.4 million)Revenue growth (constant currency) 4.5%Identity and Location growth (constant currency) 6.8%Adjusted operating profit £29 millionAdjusted operating profit growth approximately 21%Adjusted operating profit margin 21.2%Net debt around £72 million (£80.9 million)
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| 22 Aug 24 | Share Capital Reduction Update
High Court order confirms cancellation of share premium account; Capital Reduction effective as of 15 August 2024. |
−1.4% | |
| 23 Jul 24 | AGM Statement
GB Group reports FY24 revenue of £277.3m with adjusted operating profit ahead of expectations and £10m annualised cost savings. |
+1.2% | |
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adjusted operating profit ahead of market expectations expectations FY24 Group revenue £277.3mAnnualised cost savings delivered £10mFY25 expected revenue growth mid-single-digit (constant currency)FY25 expected adjusted operating profit growth high single-digit
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| 24 Jun 24 | Purchase of shares
Employee Benefit Trust purchased 193,909 shares at £3.45 average price. |
−0.4% | |
| 11 Jun 24 | Results | Final Results
FY24 revenue £277.3m (flat), adjusted operating profit £61.4m up 8%, net debt reduced to £80.9m, final dividend up 5%. |
−4.1% |
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in line expectations Revenue £277.3m (£278.8m)Constant currency revenue growth 2.7%Adjusted operating profit (ex FX gain) £61.4m (£56.8m)Adjusted operating margin (ex FX gain) 22.1% (20.4%)Net debt £80.9m (£105.9m)Final dividend per share 4.20p (4.00p)
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| 20 May 24 | Purchase of shares
Employee Benefit Trust purchased 306,091 shares at average price of £3.17 per share. |
+4.1% | |
| 29 Apr 24 | Board change | Directorate Change
Michelle Senecal de Fonseca appointed Non-Executive Director; Natalie Gammon to step down 23 July 2024. |
+0.1% |
| 23 Apr 24 | Trading update | FY24 trading update
FY24 revenue £277.3m with adjusted operating profit £61.2m, ahead of expectations; FY25 mid-single-digit growth guided. |
+16.3% |
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ahead expectations FY24 Revenue £277.3 millionFY24 constant currency revenue growth c.2.7%FY24 adjusted operating profit £61.2 millionFY24 adjusted operating profit growth c.8.0%Net debt around £81 millionAnnualised cost savings achieved £10 million
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| 30 Jan 24 | Trading update | Directorate change and in-line trading update
Dev Dhiman formally becomes CEO replacing Chris Clark. Trading in line with expectations in Q3. |
+0.1% |
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in line expectations |
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| 28 Nov 23 | Results | Half-year Results
H1 revenue flat in constant currency; adjusted operating profit up 7.9% excluding FX, but goodwill impairment charge of £54.7m reported. |
−3.5% |
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in line expectations Revenue £132.4m (£133.8m)Constant currency revenue £132.4m (£130.0m)Adjusted operating profit £23.9m (£28.1m)Adjusted operating profit excluding FX gain £23.6m (£21.8m)Goodwill impairment charge £54.7mNet debt £104.8m (£132.6m (31 March 2023: £105.9m))
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| 08 Nov 23 | Board change | Directorate Change
CEO Chris Clark to retire on 30 January 2024; Dev Dhiman promoted from MD APAC to Chief Executive Designate. |
+1.6% |
| 19 Oct 23 | Trading update | Half-year trading update
Half-year revenue £132.4m with constant currency growth of 1.8%, adjusted operating profit £23.7m. |
+4.7% |
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in line expectations Revenue £132.4m (£133.8m)Adjusted operating profit excluding FX gain £23.4m (£21.9m)Adjusted operating margin excluding FX gain 17.7% (16.4%)Net debt £104.8m (£105.9m)Cash conversion 100% (57.5%)
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Company filings. Not investment advice.