Propel Holdings Inc
F:8KO

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Propel Holdings Inc
F:8KO
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Price: 15.6 EUR 3.31% Market Closed
Market Cap: €535.6m

Propel Holdings Inc
Investor Relations

Propel Holdings is a financial technology company that makes and services small online consumer loans. It uses its own digital platform and lending brands to help people who may not qualify for traditional bank credit, mainly in the United States and the United Kingdom. The company earns money from interest and fees on the loans it originates and manages. Its customers are everyday consumers looking for short-term or installment borrowing, not large businesses or corporations. Propel’s business sits in the middle of the lending chain: it finds borrowers online, underwrites the risk with data and software, and then services the loan after it is made. That gives it a different role from a bank, which usually gathers deposits and offers a much broader set of financial products. What makes Propel’s model distinct is that it combines direct lending with technology-driven credit decisions and specialized consumer brands. The company focuses on a niche part of the market where speed, convenience, and access matter more than a full-service banking relationship.

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Last Earnings Call
Fiscal Period
Q2 2026
Call Date
Aug 6, 2026
AI Summary
Q2 2026

Record quarter: Propel said Q2 was another record period, with revenue of $179.6 million, adjusted EBITDA of $43.7 million and adjusted net income of $24.8 million all at record levels.

Demand stayed strong: New customer originations rose 34% year over year, or 43% including Lending-as-a-Service, while management said application volume is now well above 100,000 a day.

Credit remained stable: Despite rapid growth, provision for loan losses and other liabilities stayed at 50% of revenue and net charge-offs were 12% of average CLAB, both in line with last year.

Mix is shifting: Lending-as-a-Service and QuidMarket are growing quickly, and management said those businesses could approach 20% of the company by year-end and may keep expanding as a share of revenue.

Outlook upbeat: Management expects growth to accelerate in the second half of 2026, with margins in H2 lower than H1 on seasonality but still better than the second half of last year.

Dividend raised: The board approved a 6% increase in the quarterly dividend to CAD 1.02 per share on an annualized basis, marking the 12th straight quarterly increase.

Key Financials
Originations funded
$243.4 million
New customer originations
$111 million
Ending CLAB
$639.1 million
Revenue
$179.6 million
Adjusted EBITDA
$43.7 million
Adjusted net income
$24.8 million
Net income
$16.2 million
Diluted EPS
$0.38
Adjusted diluted EPS
$0.58
Adjusted return on equity
35%
Provision for loan losses and other liabilities
50% of revenue
Net charge-offs
12% of average CLAB
Annualized revenue yield
117%
Salaries, wages and benefits
approximately 8% of revenue
G&A
approximately 2% of revenue
Acquisition and data expense
14.5% of revenue
Cost per funded origination
$0.11
Cost per new customer funded origination
$0.24
Lending-as-a-Service revenue
$11.1 million
Lending-as-a-Service costs
62% of Lending-as-a-Service revenue
Cost of debt
10.2%
Undrawn credit commitment capacity
approximately $97 million
Debt-to-equity ratio
1.2x
Outstanding debt balance
$332 million
Quarterly dividend
CAD 1.02 per share on an annualized basis
Earnings Call Recording
Other Earnings Calls

Management

Mr. Clive Kinross
Co-Founder, CEO & Director
No Bio Available
Mr. Noah Buchman
Co-Founder, President & Chief Revenue Officer
No Bio Available
Mr. Gary Edelstein
President & COO
No Bio Available
Dr. Jonathan Ari Goler
Co-Founder & Chief Risk Officer
No Bio Available
Mr. Sheldon Saidakovsky
Co-Founder & CFO
No Bio Available
Mr. Devon Ghelani
Senior Director of Capital Markets & Investor Relations
No Bio Available
Mr. Jay Vaghela L.L.B.
Senior VP, General Counsel & Corporate Secretary
No Bio Available
Ms. Sarika Ahluwalia
Senior VP of Corporate Affairs & Chief Compliance Officer
No Bio Available
Ms. Lindsay Finneran-Gingras
Vice President of Communications
No Bio Available
Ms. Cindy Usprech
Senior VP of People & Culture and Chief of Staff
No Bio Available

Contacts

Address
ONTARIO
TORONTO
69 Yonge Street, 600
Contacts