Cake Box
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Cake Box (CBOX) investor relations material

Cake Box H2 2026 TU earnings summary

Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
Logotype for Cake Box Holdings Plc
H2 2026 TU earnings summary28 Apr, 2026

Executive summary

  • Achieved strong revenue growth and profitability in line with market expectations, driven by new store openings, positive like-for-like sales, and the first full-year contribution from Ambala Foods.

  • Second-half revenue and profit exceeded first-half levels, reflecting sustained trading momentum and disciplined execution of growth strategy.

  • Enhanced omni-channel offering and upgraded CRM platform contributed to customer acquisition and engagement.

Financial highlights

  • Group revenue for FY26 expected at approximately £61.2m, up 43% year-over-year (FY25: £42.8m).

  • Excluding Ambala, Cake Box revenues projected at £46.7m, a 12% increase from FY25 (£41.9m).

  • Profit anticipated to be in line with market expectations.

Outlook and guidance

  • Operational foundations set for future growth and higher profitability as synergies from Ambala integration are realized.

  • Confidence in business model resilience, supported by a growing store estate and continued investment in technology.

  • Cautious outlook due to unpredictable impact of recent geopolitical developments and inflationary risks.

Ambala integration and synergy realization plan
Third-party delivery impact on H2 sales momentum
Factors behind exceeding Ambala rollout targets
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