PodcastInvestor Meet Company - Audio ArchiveOctober 13, 2026
DILLISTONE GROUP PLC - Review of Interim Results and Prospects
Dillistone is converting from a shrinking recruitment-software vendor into a serial acquirer of profitable UK B2B businesses, pending shareholder approval.
- H1 revenue falls 15%: Revenue dropped to £1.854m driven by FileFinder/BDQ product wind-down, but recurring revenue held at ~90% of total.
- Margin compressed, recovery targeted: Adjusted EBITDA fell to £0.215m (11.6% margin) from a transitional cost base; management targets 25%+ margin by end-2027 as FileFinder is retired.
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