Oxford Metrics (OMG) H2 2025 earnings summary

Executive summary

• Achieved 8% revenue growth year-over-year to £44.8m, with adjusted EBIT up 29% to £2.2m, driven by both organic and inorganic expansion.

• Order intake rose 45% overall to £48.8m, reflecting strong demand in core and new markets.

• Launched next-generation AI-powered Markerless MoCap solution and expanded product portfolio, extending addressable markets.

• Strengthened leadership with new managing directors and board chair, and merged Sempre & IVS for greater synergy and improved EBIT.

Financial highlights

• Revenue increased from £41.5m to £44.8m year-over-year; gross margin at 64.7% (down from 66.5%).

• Adjusted EBIT rose 29% to £2.2m; adjusted EBIT margin improved.

• Operational cash generation before tax was £6.7m, up from £0.3m last year.

• Cash at year-end was £37.3m after buybacks, dividends, R&D, and acquisitions.

• Dividend maintained at 3.25p per share.

Outlook and guidance

• Entering FY 2026 in line with management expectations, with a focus on execution, sales, and leveraging prior investments.

• Three-year strategic plan to be finalized and presented in H1 FY 2026.

• Continued investment in R&D, product innovation, commercial capabilities, and bolt-on M&A.

• Integration of IVS & Sempre to drive EBIT growth and operational synergies.

• Markerless technology expected to drive higher recurring software revenues.