Diaceutics (DXRX) Q4 2025 TU earnings summary

Executive summary

• Reported revenues expected at £38.5 million for FY 2025, a 20% increase year-over-year, with a return to profitability and strong commercial momentum.

• Constant currency revenue growth projected at 24%, aligning with analyst consensus.

• Record order book of at least £36.8 million and ARR exceeding £20.3 million, reflecting robust recurring revenue growth.

• Expanded customer base, with 12% growth in therapeutic brands to 95 and three new enterprise-wide customers added.

• Second PMx commercialisation partnership signed, supporting further commercial growth.

Financial highlights

• Adjusted EBITDA expected to surpass analyst consensus, with approximately 75% year-over-year growth and a margin of about 19%.

• Profit after tax achieved, marking a return to profitability.

• Annual Recurring Revenue (ARR) up 21% to over £20.3 million, with USD ARR growth exceeding 30%.

• Order book up 48% year-over-year to at least £36.8 million.

• Ten enterprise-wide engagements live across 36 brands, generating £13.0 million in ARR.

Outlook and guidance

• 25% revenue growth expected for FY 2026.

• Continued acceleration in precision medicine adoption among pharma and biotech customers.

• Ongoing enhancements to the DXRX platform driving operational leverage and expanded revenue opportunities.