KRM22
KRM · AIM · Technology · mcap £20m · 34.5p 2 open situations →
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Upgrade / downgrade cycle
Slower 2026 sales conversion
H1 new ARR £0.3m; post-period ARR £8.4m
Slow 2026 sales conversion has been flagged since May. H1 new contracted ARR was £0.3m against £1.0m a year earlier. Post-period wins from a Limits Manager expansion and a new Risk Manager client lifted ARR to £8.4m. Management keeps confidence in market forecasts.
- H1 new ARR
- £0.3m versus £1.0m in H1 2025
- ARR at 30 June
- £7.9m, up 10% year on year
- ARR at report date
- £8.4m at current FX rates
- Sales cycles
- Prolonged, per outlook statement
Next: ARR growth and delivery against market forecasts in H2
- 30 Sep 2026 H1 new ARR £0.3m; post-period ARR £8.4m
- 23 Sep 2026 New win; ARR £8.4m versus £7.9m at H1
- 29 Jul 2026 Delays persist; H1 net new ARR only £0.3m
- 13 May 2026 Only £0.1m new ARR signed in 2026
Insider conviction
1 director buying
£25k in 1 buy
- 20 Aug 2026 Garry Jones £25k
Company filings. Not investment advice.