- Yu Group
- 17 March 2026 12:48:08
Source: Sharecast
The AIM-traded company said revenue rose 8% to £700m in the year ended 31 December, up from £646m in 2024, supported by a 49% increase in meter points supplied to 131,000 and a 14% rise in energy volumes to 2.5TWh.
Adjusted EBITDA increased 4% to £51m, while profit before tax rose 9% to £49m.
Its adjusted diluted earnings per share increased to 216p from 210p, and the total dividend was lifted to 67p per share from 60p.
Cash at year end increased to £106m from £85m, although operating cash inflow fell to £36m from £72m.
The group also reported continued growth in its smart meter asset base, with index-linked annualised recurring revenue rising to £2.2m from £1.3m.
Operationally, Yü Group delivered record meter growth, adding 43,000 net customers during the year and increasing its market share to 3.5% from 2.7%.
The firm said it captured 11% of B2B market switchers, up from 7% in 2024, highlighting continued gains in customer acquisition.
Contracted revenue for the following financial year increased 18% to £668m, while the total contracted book rose 40% to £1.4bn.
Looking ahead, the company announced a new three-year strategy aimed at doubling market share to at least 7%, supported by an additional £9m of self-funded investment in 2026.
The group said it expected revenue to increase to between £850m and £875m next year, with adjusted EBITDA and profit before tax broadly in line with 2025 as investment in growth tempers near-term profitability.
Management said trading had remained strong into 2026, with record revenue, EBITDA and cash reported in the first quarter, despite ongoing market uncertainty and potential volatility in commodity prices.
“2025 has been another successful year with growth in revenues, profits and cash whilst being disciplined in our approach,” said chief executive Bobby Kalar.
“The market opportunity remains substantial for Yü Group and we are focussed on continuing to scale in the markets we serve as a customer-centric business with a growth-minded challenger ethos.
“As commodity markets normalised during 2025, we continued to expand our market share growing our meter base by 49% to supply 131,00 meters at year end.”
Kalar said the group’s partnerships and financial position support its growth ambitions.
“We are now commencing an ambitious three-year plan to double our current market share.”
He added that strong cash generation would underpin the strategy.
“Our strong cash generation will finance the investment required to deliver against these goals whilst also enabling us to support our progressive dividend policy as we seek to deliver even better shareholder returns.”
At 1147 GMT, shares in Yu Group were down 4.19% at 1,705.5p.
Reporting by Josh White for Sharecast.com.
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