Marlowe PLC (LSE:MRL)

£ 3.09 0.01 (0.33%) Market Cap: 256.32 Mil Enterprise Value: 247.12 Mil PE Ratio: 1.78 PB Ratio: 1.26 GF Score: 60/100

Marlowe PLC Capital Markets Day Transcript

Apr 05, 2022 / 09:00AM GMT

Release Date Price: £4.96 (+2.31%)

Transcript

Kevin Quinn

Good morning, folks, and welcome to the Marlowe Plc Capital Markets Day 2022. It's been a highly successful year for the group since we set out our vision to become the leader in business-critical services and software, which assure the safety and regulatory compliance at our last Capital Markets Day in February '21.

At that event, Alex and the team set out a new 3-year strategy to achieve this vision, whilst doubling group revenues to about GBP 500 million and almost tripling group adjusted EBITDA to GBP 100 million with a 20% margin. We said that we would target software annual recurring revenue of at least 10% of overall group revenues.

And you'll hear today how our deepened, broadened, strengthened and digitalized plan is delivering this compliance vision at pace. Run rate revenues have grown by around 65% to north of GBP 400 million and profits by over 90% to over GBP 72 million in the 14 months since that event, thanks to the consistent, disciplined execution of the Marlowe model.

Underlying organic growth has now reached 8%. Acquisitions are compounding our growth

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