Canaccord Genuity initiates essensys stock with buy rating on margin growth

Published 17/06/2025, 14:48
Canaccord Genuity initiates essensys stock with buy rating on margin growth

Canaccord Genuity initiated coverage on essensys Group Ltd (ESYS:LN) with a buy rating and a price target of GBP0.41 on Tuesday.

The digital experience company enables major flex workspace operators and landlords to deliver digitally enabled spaces and experiences at scale. Canaccord Genuity noted that "a new essensys is emerging" with new CEO and CFO appointments, a simplified go-to-market strategy through essensys Platform, and an industry-first product called elumo.

The firm expects fiscal years 2025-2026 to be transition years for essensys, but forecasts significant improvement in revenue mix and gross margins, projecting an increase from 57% in FY24 to 70% in FY26. This improvement should return the company to profitability and cash generation in FY26, according to the research firm.

Despite forecasting declining revenues for FY25-26, Canaccord Genuity believes essensys’ path to cash generation is supported by improved revenue mix as all customers migrate to the higher-margin essensys platform. The company has already decommissioned 4 of its 13 data centers in the first half of 2025, with 6 more planned for closure in the second half.

A group reorganization implemented in FY23 is expected to reduce operating expenses by more than half by FY25, further supporting the company’s financial outlook.

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