ACUITY RM GROUP PLC - Interim Results

Acuity RM Group PLC’s latest investor update highlights a significant financial turnaround, improving profitability and a growing recurring revenue base as the company positions itself for accelerated growth in cybersecurity risk management. Following substantial cost reductions and restructuring in 2025, the Group reduced its operating loss to approximately £0.2 million and has been profitable every quarter since Q4 2025, with the first half of 2026 effectively breaking even. Recent contract wins have added more than £300,000 of new annual recurring revenue, while forward contracted revenue has increased 15% since the start of the financial year to £2.27 million. Recurring revenue accounted for 86% of H1 2026 revenue, reflecting the sticky nature of Acuity’s subscription-based software model and its strong customer base across the public sector, defence contractors, utilities, healthcare and other highly regulated industries. The company’s growth strategy centres on protecting its established Stream Classic customer base while expanding into the mid-market through Stream Cloud, which targets organisations seeking accessible solutions for cyber risk management, DORA compliance and third-party risk. Acuity is also preparing to launch Risk OS, an AI-enabled cyber GRC platform designed to help organisations respond to threats at the speed of AI and automate cyber defence within defined guardrails. Supported by increased UK and European cybersecurity spending, an expanding defence-related pipeline and renewed investment in direct sales and channel partnerships, management believes the business is now positioned to scale revenue, improve operating profitability and generate sustainable cash flow.