Cerillion PLC
F:1VW

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Cerillion PLC
F:1VW
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Price: 11.4 EUR Market Closed
Market Cap: €336.3m

Cerillion PLC
Investor Relations

Cerillion makes software for telecom and broadband companies. Its systems handle the back-office jobs that let a communications provider sell and manage services, such as customer records, product setup, billing, charging, orders, and service activation. In simple terms, Cerillion helps phone, internet, and pay-TV operators run the commercial side of their networks. The company sells its software and related services mainly to telecom operators, mobile carriers, cable companies, and other communications service providers. It earns money by licensing its software, charging subscription and support fees, and doing implementation work when customers roll out or replace their billing and customer management systems. Those projects are often large and sticky because these systems sit at the center of a customer’s operations. What makes Cerillion’s business distinct is its focus on a very specific and technically demanding niche: the software layer that sits between a telecom network and the customer. Instead of building general-purpose business software, it sells specialist tools that are designed for complex pricing plans, bundled services, and high-volume billing. That focus makes it a core vendor for operators that need to manage customers, usage, and payments in one system.

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Last Earnings Call
Fiscal Period
Q2 2026
Call Date
Jun 5, 2026
AI Summary
Q2 2026

Orders surge: New orders doubled to around GBP 40 million, helped by the Omantel win, and backlog hit a record GBP 82 million, giving management confidence in the second half.

H1 softness: Revenue fell 14% to GBP 18 million and adjusted PBT dropped 41% to GBP 5.5 million because license revenue was weighted to the second half.

Omantel impact: Management said the Oman deal is a major proof point for Cerillion in the Middle East and may open doors to larger regional opportunities.

Outlook intact: Despite the weak first half, the company said it expects to meet full-year market expectations and pointed to analyst consensus PBT of GBP 22.2 million for FY '26.

AI push: Cerillion highlighted Agentic AI features in its latest release and said AI is already helping with testing, data migration, and some implementation work, while also creating a new consumption-based pricing opportunity.

Capital return: The board increased the dividend by 15%, supported by a strong balance sheet and net cash that grew 4% year on year.

Key Financials
New orders
GBP 40 million
Backlog
GBP 82 million
Pipeline
GBP 271 million
Revenue
GBP 18 million
Adjusted PBT
GBP 5.5 million
EBITDA margin
34.5%
Recurring and annualized term license revenue
GBP 19.1 million
Net cash
4% growth year on year
Dividend
15% increase
FY '26 profit before tax consensus
GBP 22.2 million
Other Earnings Calls
2026
2023

Management

Mr. Louis Tancred Hall
Founder, CEO & Executive Director
No Bio Available
Mr. Andrew Richard Dickson F.C.A.
CFO, Company Secretary & Executive Director
No Bio Available
Mr. Mark Nicholls
Chief Operating Officer
No Bio Available
Mr. Dominic Smith
Marketing Director
No Bio Available
Mr. Alistair Carwardine
Senior Vice President of Asia Pacific
No Bio Available
Jordan Crabb
Group Financial Controller
No Bio Available

Contacts

Address
London
25 Bedford Street
Contacts
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