Microlise Group
SAAS · AIM · Technology · mcap £78m · 64.6p 2 open situations →
Timeline · every situation
dots = announcementsOpen · 2
Upgrade / downgrade cycle
OEM customer order weakness
Non-recurring revenue timing risk persists
Next: planned customer go-lives in H2
- 22 Sep 2026 OEM ARR down 18%; FY26 revenue lower
- 3 Aug 2026 OEM ARR down to £13.7m; still weak
- 14 May 2026 Early signs of stabilisation; FY26 still lower
- 24 Nov 2025 OEM revenue falling; FY26 seen below FY25
Turnaround plan with targets
Accelerated FY26 investment programme
Progressing; H1 margin 13.2%
Next: mid-market proposition launch in Q4 FY26
- 22 Sep 2026 Progressing; H1 margin 13.2%
- 3 Aug 2026 Progressing to plan; margin 13.2%
- 14 May 2026 Completed; £5m annualised savings delivered
- 24 Nov 2025 Announced; materially complete before year end
Closed · 2
Company filings. Not investment advice.