FDM Group stock falls on subdued 2025 outlook

Published 29/01/2025, 11:32
© Reuters.

Investing.com -- Shares of FDM Group (LSE:FDM) tumbled by 8% following the release of their financial results, which showed a slight revenue increase but a stark decline in organic growth and a lower-than-expected number of trainings completed.

Despite revenue for FY24 being marginally ahead of Bloomberg consensus, the company’s organic growth suffered a 23% decline year-on-year (YoY), and foreign exchange impacts contributed a further 2% drop.

The company also reported that the number of trainings completed during the period was 877, falling short of the estimated 1,000. This shortfall contributed to FDM ending the year with approximately 11% fewer assigned consultants than anticipated, with a total of 2,578 compared to the forecasted 2,908.

The balance sheet, however, remained robust with £41m in net cash, surpassing the £38m that had been predicted, and free cash flow (FCF) conversion reached 120%, exceeding the expected 100%.

Despite these figures, the outlook for 2025 is projected to be below previous expectations, which is interpreted to mean an operating profit in the range of £22-25m. Consequently, forecasts for operating profit in 2025 have been revised downward to £23.5m from the prior £28.9m estimate, and to £26.9m in 2026 from the previous estimate of £32.4m.

As a result of these adjustments, Barclays (LON:BARC) has lowered its price target for FDM Group to 400p from the earlier target of 485p.

Barclays commented on the company’s forecast, stating, "We view 1H still challenging but conditions have broadly stabilised."

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