IntegraFin H1 Earnings Call Highlights

Key Points

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• IntegraFin posted a stronger archetypal half, with gross inflows hitting a grounds GBP 6 billion, nett inflows up 14% to GBP 2.4 billion, and mean regular funds nether absorption rising 17% to GBP 77.5 billion. Underlying nett earlier taxation climbed 16% to GBP 43.9 cardinal arsenic the borderline improved to 51%.

• Revenue and net maturation were driven by recurring level fees, with radical gross up 11% to GBP 85.8 cardinal and 99% of level gross coming from recurring streams. The institution besides accrued its interim dividend by 15% to GBP 0.038 per share.

• Management remains focused connected ratio and marketplace stock gains, keeping outgo guidance intact portion highlighting AI, automation, and adviser-platform integrations arsenic aboriginal maturation drivers. IntegraFin said Transact held a 10% stock of the U.K. advisor level marketplace and continued to payment from consolidation among proposal firms.

IntegraFin (LON:IHP) reported stronger first-half net and inflows for the six months ended March 31, 2026, arsenic executives said the Transact level continued to payment from advisor demand, operational ratio initiatives and maturation successful the U.K. advisor level market.

Alex Scott, Group CEO, said the institution delivered “a measurement alteration successful profitability” during the period, with level flows and funds nether absorption supported by Transact’s operation of proprietary exertion and idiosyncratic service. The institution said mean regular funds nether absorption roseate 17% twelvemonth implicit twelvemonth to GBP 77.5 billion, portion gross inflows reached a grounds GBP 6 cardinal and nett inflows roseate 14% to GBP 2.4 billion.

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Scott said Transact ranked successful the apical 3 successful the advisor level marketplace for some gross and nett inflows during the period. Client numbers accrued 5% to much than 254,000, and the institution said its transportation ratio improved to 2.8% successful the archetypal fractional of fiscal 2026.

Revenue and nett emergence arsenic margins grow

Euan Marshall, Group CFO, said Group gross accrued 11% twelvemonth implicit twelvemonth to GBP 85.8 million. Investment level gross roseate GBP 8.5 million, oregon 11%, to GBP 83.2 million, with yearly complaint income up 14% to GBP 76.4 million. Marshall said yearly complaint income grew little rapidly than mean funds nether absorption chiefly due to the fact that clients payment from moving done Transact’s tiered pricing operation arsenic portfolio values increase.

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Marshall said 99% of level gross came from recurring gross streams, consisting chiefly of yearly charges and wrapper fees. Wrapper interest income declined from the anterior year, reflecting reduced charges for family-linked portfolios implemented successful the 2nd fractional of the erstwhile fiscal year. He besides reiterated that the institution does not make gross by retaining involvement connected lawsuit cash.