Information
Revenue of $2.2 billion for the year and $578.3 million for the fourth quarter of 2025 Profit before tax of $355.9 million for the year and $95.1 million for the fourth quarter of 2025 Non-GAAP Adjusted EBITDA of
Original sourceAI Summary
Super Group (SGHC) delivered strong financial results for 2025, achieving $2.2 billion in revenue and 57% EBITDA growth. The company also raised its dividend and provided optimistic guidance for 2026, anticipating over $2.55 billion in revenue.
Sentiment Rationale
The company’s significant revenue growth, positive guidance, and increased dividend indicate strong operational health, likely leading to positive stock performance.
Trading Thesis
Buy SGHC with a price target increase based on strong financials and guidance.
Market-Moving
- SGHC's revenue growth of 22% reflects strong market presence.
- Dividend increase signals confidence in future performance.
- Strong cash position of $513.2 million supports future investments.
- Successful exit from the U.S. iGaming market could concentrate profits.
Key Facts
- SGHC reported 2025 revenue of $2.2 billion, up 22% year-over-year.
- Adjusted EBITDA for 2025 rose 57% to $559.5 million.
- SGHC has $513.2 million in cash as of the end of 2025.
- Minimum quarterly dividend target increased to 5 cents per share.
- 2026 guidance expects revenue over $2.55 billion and EBITDA exceeding $680 million.
Companies Mentioned
- Betway (N/A): Leading brand under SGHC contributing to revenue growth.
- Spin (N/A): Multi-brand online casino aimed at enhancing market share.
- Barclays Bank (BCS): Provided a $100 million revolving credit facility to SGHC.
- JPMorgan Chase Bank (JPM): Co-provider of SGHC's revolving credit facility.
- Citibank (C): Also a co-provider of SGHC's credit facility enhancing liquidity.
Corporate Developments
Corporate Developments. SGHC's robust financial results and dividend increases indicate positive corporate developments and a resilient operational strategy amidst market changes.