PayPoint shares rise 3% as profits meet expectations despite revenue shortfall

Published 12/06/2025, 11:50
Updated 12/06/2025, 14:08
© Reuters

Investing.com -- Shares of PayPoint (LON:PAYP) rose more than 3% on Thursday following its fiscal fourth-quarter earnings, which showed a slight year-on-year revenue increase but came in below consensus forecasts, while profits met expectations.

The company’s net revenue for the quarter ended March rose 2% from a year earlier to £50 million, but this figure was 6% below consensus estimates.

Love2shop’s divisional net revenue increased by 0.8% to £51.7 million, up from £51.3 million in FY24.

Overall, the full-year net revenue reached £188 million, falling short of forecasts by about 2%. Despite the shortfall to top-line consensus, PayPoint delivered earnings in line with expectations.

Underlying EBITDA for the second half of the year came in at £52 million, up 5% from the year before and representing a margin of 51%.

Full-year underlying profit before tax (excluding adjusting items) was £14.6 million, up 30.4% year-on-year, while diluted earnings per share for the second half were 42p, a 3% increase from the previous year.

E-commerce revenue climbed 20% year-on-year in the quarter, supported by a 33% jump in transactions, reaching 133.4 million.

This growth was attributed to stronger partnerships with firms like InPost and Royal Mail (LON:IDSI).

The company has also invested in Zebra label printers over the last 18 months to support this segment.

PayPoint’s total retail network expanded to 30,700 sites, up 5% from a year ago, with growth largely driven by PayPoint Mini sales.

Total (EPA:TTEF) billings at the end of the year stood at £368 million, including £205 million from Love2shop and £163 million from Park Christmas Savings.

The company confirmed it would continue its share buyback program, targeting at least £30 million in buybacks annually through March 2028. This would amount to a 20% reduction in its equity base over three years.

PayPoint reiterated its target of reaching £100 million in EBITDA by fiscal year 2026 and said it expects annual organic revenue growth of 5% to 8% through fiscal 2028, alongside ongoing efforts to control costs and improve operational efficiency.

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