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Alfa Financial Software (ALFA) investor relations material
Alfa Financial Software Q1 2026 TU earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Executive summary
Trading for Q1 2026 was in line with expectations, with a robust sales pipeline and continued operational execution.
Secured a new contract win for Canadian operations of a global OEM, expanding presence in North America.
Successfully completed a complex multi-country migration for a long-standing customer onto Alfa Cloud.
Financial highlights
Revenue for Q1 2026 was £31.9m, up 3% year-over-year.
Constant currency revenue growth was 5% compared to Q1 2025.
Subscription revenues grew 13% year-over-year; delivery revenues increased 8%.
Software Engineering revenues declined 35% versus a strong prior-year quarter.
Total Contract Value (TCV) at 31 March 2026 was £232.4m, up 2% in the quarter.
Outlook and guidance
Management remains confident in meeting full-year expectations despite macroeconomic volatility.
Strong late-stage and early-stage sales pipelines support growth outlook for 2026 and beyond.
Board remains alert to potential impacts from global political and economic uncertainties, including FX and discretionary spending.
- Revenue up 17% with strong subscription growth, high cash conversion, and positive 2026 outlook.ALFA
H2 202512 Mar 2026 - FY25 revenue and profit outperformed expectations, with strong growth and a robust outlook.ALFA
Q4 2025 TU29 Jan 2026 - Record TCV and 18% subscription growth set the stage for double-digit gains in 2025.ALFA
H2 202428 Jan 2026 - FY24 profit and TCV surged, with strong Q4 growth and Alfa Systems 6 boosting global sales.ALFA
Q4 2024 TU27 Jan 2026 - Q3 revenue up 12% and profit outlook raised, driven by strong pipeline and cost control.ALFA
Q3 2025 TU27 Jan 2026 - Record TCV, rising SaaS revenue, and special dividend drive upgraded full-year outlook.ALFA
H1 202422 Jan 2026 - 22% revenue growth, 17% subscription increase, strong margins, and special dividend declared.ALFA
H1 20256 Sep 2025 - H1 2025 revenue rose 20% year-over-year, with strong pipeline and product demand.ALFA
H1 2025 TU11 Aug 2025 - Strong growth, innovation, and sustainability drive Alfa Laval's strategic direction.ALFA
CMD 202413 Jun 2025
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