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An announcement from TruFin ( (GB:TRU) ) is now available.
TruFin reported a strong 2025 performance, with group revenue up 20% to £65.9m and adjusted EBITDA jumping 66% to £12.6m, underscoring the operational leverage in its portfolio. A sharp profit improvement, higher margins and year-end cash of £12.4m positioned the group as a consistently cash-generative platform despite a subdued UK economic backdrop.
Playstack and Oxygen both delivered double-digit revenue and EBITDA growth, offsetting a 50% revenue drop at Satago following the loss of a Tier-1 bank contract. The board doubled down on a disciplined capital allocation strategy, executing £8m of share buybacks in 2025 and announcing a further £6m programme in early 2026, while early 2026 trading is said to be in line with expectations with strong title launches at Playstack and a rebound at Satago supporting confidence in future cash generation.
The group emphasised that all subsidiaries are fully funded and that Oxygen’s largely contracted revenue base and Playstack’s high “hit ratio” underpin earnings visibility. Management signalled that surplus capital will continue to be returned to shareholders when acquisition opportunities are lacking and the shares trade at a discount to intrinsic value, reinforcing TruFin’s positioning as a disciplined, shareholder-focused consolidator in its niches.
The most recent analyst rating on (GB:TRU) stock is a Buy with a £135.00 price target. To see the full list of analyst forecasts on TruFin stock, see the GB:TRU Stock Forecast page.
Spark’s Take on TRU Stock
According to Spark, TipRanks’ AI Analyst, TRU is a Outperform.
TruFin’s overall stock score of 73 is driven by strong financial performance and strategic corporate actions, such as share buybacks, which enhance shareholder value. While technical indicators show positive momentum, the high P/E ratio suggests potential overvaluation. The absence of earnings call data limits further insights into future guidance.
To see Spark’s full report on TRU stock, click here.
More about TruFin
TruFin plc is a UK-based holding company for three growth-focused technology businesses operating in niche financial and gaming markets, spanning early payment provision, invoice finance and mobile games publishing. Listed on AIM since 2018 under the ticker TRU, the group’s subsidiaries Playstack, Oxygen Finance and Satago target recurring, scalable revenue models in their respective segments.
Average Trading Volume: 283,932
Technical Sentiment Signal: Buy
Current Market Cap: £119M
For an in-depth examination of TRU stock, go to TipRanks’ Overview page.