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Alfa Financial Software Holdings PLC (AFLQF) Q4 2025 Earnings Call Transcript

Seeking Alpha

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Alfa Financial Software reported record 2025 growth, with subscription revenue rising 16% and total contract value up 18%, driven by strong demand for its Alfa Systems platform. Annual recurring revenue (ARR) hit £43.9 million, a 15% year-over-year increase, while net revenue retention improved to 109%, signaling higher customer spending and retention. The company’s late-stage sales pipeline includes 10 prospects, with five already engaged in paid work, reflecting robust market interest and conversion potential. Twenty customers upgraded to Alfa Systems 6, showcasing seamless implementation and adoption of the latest platform version among existing clients. Headcount grew 6% with 97% staff retention, underscoring strategic investment in talent alongside product and sustainability initiatives.

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SA Transcripts159.01K FollowersFollow5ShareSaveCommentsPlay Earnings CallPlay Earnings Call Alfa Financial Software Holdings PLC (AFLQF) Q4 2025 Earnings Call March 12, 2026 5:45 AM EDT Company Participants Andrew Denton - CEO & Executive DirectorDuncan Magrath - CFO & Executive DirectorMatthew White - COO & Executive Director Conference Call Participants Sven Merkt - Barclays Bank PLC, Research DivisionHarvey Robinson - Panmure Liberum Limited, Research DivisionHarold Evans - Singer Capital Markets Securities Limited, Research Division Presentation Andrew DentonCEO & Executive Director Hello, everybody, and welcome to the Alfa Financial Software 2025 Full Year Results. As always, I'm joined by Matthew White, Alfa's COO; and Duncan Magrath, Alfa's CFO. I'll kick us off with the introduction and key highlights before handing over to Duncan for the financial review. Matt will then pick up the operational delivery side of things before I talk about the business and give you a sales update before we summarize. So, in overview, 2025 has been an excellent year for the company. Subscription revenue was up 16%, and we saw an 18% growth in subscription total contract value. ARR of GBP 43.9 million, was up 15% and net revenue retention of 109%, was up on 2024's 103%. In total, subscription revenues were 34% of our revenue mix. We had a strong sales performance and very strong delivery momentum during the year. The late-stage pipeline was filled with 10 prospects, and we are doing paid work with 5 of the 10 customers in that late-stage pipeline. We're also seeing encouraging activity in the early-stage pipeline, showing the buoyancy of demand within our target market. 20 customers are now live on Alfa Systems 6, which underscores the ease of implementation of that upgrade for our existing customers. And we continue to invest in people, product and planet. We've grown the team with average headcount up 6% and high staff retention at 97% during the year. Overall, we invested

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