Zigup shares drop over 7% as FY25 profit falls, FY26 outlook holds flat

Published 09/07/2025, 10:46
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Investing.com -- Zigup (LON:ZIG) shares fell more than 7% on Wednesday after the mobility services group reported a 7.6% decline in adjusted pretax profit for fiscal year 2025 and reaffirmed a subdued outlook for fiscal 2026. 

The results showed limited upside and failed to shift consensus expectations for the year ahead.

Adjusted pretax profit for the year ended April 2025 came in at £166.9 million, down from the prior year despite 9.1% growth in rental profits. 

Group revenue was £1.81 billion, down 1.1% year over year. Excluding disposals, revenue rose 2.3%. 

Disposal profits fell 15.2%, while profitability in the Claims & Services division was hit by shorter hire lengths and the impact of a first-half cybersecurity incident, dragging divisional margins to 4.3%.

The Spanish rental business was the key outperformer, with profits up 16.2%, margins improving by more than 100 basis points, and Vehicles on Hire rising 9%.

In contrast, the U.K. & Ireland rental segment saw a 3% decline in Vehicles on Hire. Margins in Spain reached 19.3%, while the U.K. business delivered 15.7%, both above historic levels.

Jefferies analysts said the results were in line with prior guidance issued in May, which had flagged modest outperformance relative to market expectations. 

The brokerage maintained its FY26 adjusted profit forecast at £153 million, implying an 8% decline year over year, and held its price target at 320p, 11% below Tuesday’s close of 361.5p. 

Net debt rose by about £100 million to £837 million, despite a working capital inflow of around £50 million. The full-year dividend was increased by 2.3% to 26.4p.

Zigup cited strong demand across its markets and expects mid-to-high single-digit underlying EBIT growth across operating divisions in FY26, excluding the impact of disposal profits. 

Jefferies said investors will be focused on the company’s expected cash flow shape through FY26 and into FY27.

The brokerage maintained a “hold” rating and flagged a lack of incremental negative surprises in the update. 

However, weaker disposal margins and uncertainty in the Claims & Services business continue to weigh on investor sentiment.

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