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Software & services

Tracsis steams higher as better second half keeps results on track

Tracsis (AIM:TRCS) shares jumped 7% after the transport technology provider said its full-year results are expected to be in line with guidance, as an improved second-half performance followed a challenging first.

Revenue is likely to be around £82 million for the year to 31 July 2025, with adjusted EBITDA of £12.6 million.

The second-half performance was supported by recurring software and consumer-driven revenues, delivery of rail technology contracts, and seasonal consultancy activity.

Key developments included being selected by the UK government for digital pay-as-you-go ticketing trials on Northern and East Midlands routes.

Tracsis completed a £3 million share buyback and ended the year with £23.4 million in cash, up from £19.8 million a year earlier.

It also secured a new £35 million revolving credit facility with HSBC, providing additional flexibility for investment and M&A.

Looking ahead, Tracsis said its guidance for the year to July 2026 is unchanged, with modest growth expected against a backdrop of constrained Network Rail funding and extended procurement timelines linked to UK rail restructuring.

Shares rose 32p to 392p in early trading on Wednesday.

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