IntegraFin (LON:IHP) Releases Quarterly Earnings Results

IntegraFin (LON:IHP) posted its quarterly earnings data on Wednesday. The company reported GBX 17.40 earnings per share for the quarter, Digital Look Earnings reports. IntegraFin had a return on equity of 26.21% and a net margin of 37.90%.

Here are the key takeaways from IntegraFin’s conference call:

• IntegraFin reported record platform flows with **GBP 10.1bn gross inflows** and **GBP 4.4bn net inflows** (up 76% YoY), driving average daily FUD to **GBP 67.9bn** and strengthening market share and client acquisition.
• Strong FY25 financials: revenue of **GBP 156.8m** (+8%), underlying profit before tax **GBP 75.4m** (+7%), underlying EPS **GBP 17.40** (+7%), and a raised total dividend of **GBP 11.30 per share** (+9%).
• The completed cost and efficiency review targets **GBP 4m of annualised savings by FY27**, while management expects underlying admin expenses to grow ~3% pa in FY26–FY27 as they balance ongoing technology investment with productivity gains.
• Platform revenue margin has moderated and is expected to decline further (September 2025 margin: **21.9 basis points**) due to clients progressing through tiered pricing and prior price reductions, which could pressure revenue per FUD going forward.
• FY25 included **GBP 9.2m** of non‑underlying items, notably a **GBP 7.5m goodwill impairment** related to T4A, and unresolved external issues (e.g., the Australian VAT matter) remain slow-moving uncertainties despite the company assuming VAT is paid for modelling purposes.

IntegraFin Trading Down 0.1%

LON IHP opened at GBX 353.50 on Thursday. The company has a quick ratio of 0.01, a current ratio of 1.01 and a debt-to-equity ratio of 4.51. IntegraFin has a 52 week low of GBX 263 and a 52 week high of GBX 397.69. The business has a 50 day moving average price of GBX 352.08 and a 200-day moving average price of GBX 343.39. The company has a market cap of £1.17 billion, a price-to-earnings ratio of 24.21, a P/E/G ratio of 3.14 and a beta of 1.15.

Analyst Upgrades and Downgrades

IHP has been the topic of a number of recent analyst reports. Shore Capital reaffirmed a “buy” rating and issued a GBX 415 price objective on shares of IntegraFin in a research note on Tuesday, October 14th. Royal Bank Of Canada increased their price objective on shares of IntegraFin from GBX 410 to GBX 430 and gave the stock an “outperform” rating in a research report on Wednesday, October 15th. Finally, Deutsche Bank Aktiengesellschaft raised their price objective on shares of IntegraFin from GBX 425 to GBX 450 and gave the stock a “buy” rating in a research report on Friday, October 3rd. Four equities research analysts have rated the stock with a Buy rating, Based on data from MarketBeat.com, the stock currently has an average rating of “Buy” and a consensus price target of GBX 433.75.

About IntegraFin

IntegraFin Holdings plc (IntegraFin) is the holding company for all of the entities involved in the provision of the Transact service. Transact is one of the largest independent wrap platforms in the UK. It offers advisory professionals a comprehensive financial planning infrastructure for investing client assets in a tax-efficient way.