Microlise Group (SAAS): Accelerated FY26 investment programme

This situation live

£78m · 64.6p · +11% since the first step

Turnaround plan with targets

Accelerated FY26 investment programme

Progressing; H1 margin 13.2%

Next: mid-market proposition launch in Q4 FY26

Every step · 3

14 May 2026 Announced; FY26 spend weighs on EBITDA – The investment programme will include updating the architecture of our cloud platform, product investment to accelerate both the implementation of the TMS... ↗
3 Aug 2026 Progressing to plan; margin 13.2% – Go to market capabilities: have been strengthened through investment into the sales team, which is expected to continue in H2 2026, and into FY27. ↗
22 Sep 2026 Progressing; H1 margin 13.2% – Our mid-market proposition is developing well, with launch anticipated in Q4 FY26. ↗

What is happening

Microlise Group: Accelerated FY26 investment programme – Progressing; H1 margin 13.2%. ['Progressing; H1 margin 13.2%']

Announced: 14 May 2026 · Announced; FY26 spend weighs on EBITDA
Latest: 22 Sep 2026 · Progressing; H1 margin 13.2%
What it changes: Interims confirm the 3 August update with no new surprises. Direct ARR growth and margin recovery offset OEM decline, but a revenue return to growth still depends on H2 hardware timing.

mid-market proposition launch in Q4 FY26.

Briefing Pro

What it does, how it got here, what management promised and delivered – written from its own announcements.

From the company's own announcements. Not investment advice.

Also at Microlise Group 1 open