Cerillion plc (LON:CER). In this latest investor presentation, CEO Louis Hall and CFO Andrew Dickson walk through how new landmark deals, surging EBITDA margins, and aggressive AI innovation are positioning the company for another step-change in performance. From tier-one integrations to new regional beachheads and smart headcount investment, the path to 2026 is paved with strategic execution and real numbers – not hype.
Key Moments:
00:30 – What Cerillion does and global reach
01:10 – Business model: SaaS, long-term contracts, complex implementations
02:25 – Competitive edge: product vs bespoke approach
04:45 – Two major contract wins: Armenia (£11.4m) and European expansion (£25m)
07:04 – Dividend increase and confidence in FY26
07:29 – Virgin Media (Ireland) tier-1 deployment with Infosys
08:51 – Paratus rollout across Southern Africa
09:27 – Hiring ex-competitor talent; sales team expansion
10:01 – R&D ramp-up, focus on AI and agentic automation
11:30 – Market consolidation and competitive tailwinds
13:07 – Financial overview (revenue, margin, licence mix)
17:23 – Dividend +17% to 15.4p
18:01 – Backlog visibility into FY26+
21:32 – FY26 pipeline maturity and near-term deal flow
22:25 – Confident outlook for FY26 and FY27
Cerillion plc provides mission-critical BSS/OSS software to telecom operators globally. Its solutions help telcos manage customer relationships, monetise services, and automate billing, onboarding and more – all through a modular, productised platform delivered on a subscription basis.
