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GB Group plc (GBGPF) Q4 2026 Earnings Call Transcript
SA Transcripts · 2026-06-02 · via All Articles on Seeking Alpha

GB Group plc (GBGPF) Q4 2026 Earnings Call June 2, 2026 4:30 AM EDT

Company Participants

Dev Dhiman - CEO & Executive Director
David Ward - CFO & Executive Director
Gus Tomlinson - Managing Director of Identity Fraud
Gonzalo Ponce Pestana
Kartik Venkatesh

Conference Call Participants

Julian Yates - Investec Bank plc, Research Division
Kai Korschelt - Canaccord Genuity Corp., Research Division
Tintin Stormont - Deutsche Bank AG, Research Division
Charles Brennan - Jefferies LLC, Research Division
Alexander James Short - Joh. Berenberg, Gossler & Co. KG, Research Division
Harvey Robinson

Presentation

Dev Dhiman
CEO & Executive Director

Good morning, everyone, and thank you for joining us today for GBG's FY '26 results. Whilst we will focus on our results for the last year, we're also going to take the opportunity to step out our midterm guidance and the reasons why we have confidence in delivering it. FY '26 was a significant year for GBG, one where the strategic choices we've made over the past couple of years have been paying off.

The results we're sharing today demonstrate the quality and resilience of what we've built. David will shortly take you through the financials, but I want to start by grounding you in what GBG is and why we believe the opportunity ahead of us is more compelling than it has ever been. Our purpose is simple: we're enabling safe and rewarding digital lives for genuine people everywhere. That's the mission that drives what we do today and what we will do tomorrow. And in terms of what we actually deliver, GBG is the AI Trust intelligence platform. We take billions of interactions across people, places and businesses, and we turn those into the signals that help our customers make better and faster decisions.

Those decisions happen in milliseconds on a huge scale. Every time someone opens a new