LBG Media plc

AIM:LBG Stock Report

Market Cap: UK£68.0m

LBG Media Past Earnings Performance

Past criteria checks 1/6

LBG Media has been growing earnings at an average annual rate of 34%, while the Entertainment industry saw earnings growing at 15% annually. Revenues have been growing at an average rate of 15.8% per year. LBG Media's return on equity is 8.9%, and it has net margins of 7.3%.

Key information

34.00%

Earnings growth rate

31.73%

EPS growth rate

Entertainment Industry Growth18.25%
Revenue growth rate15.83%
Return on equity8.91%
Net Margin7.32%
Last Earnings Update31 Mar 2026

Recent past performance updates

Recent updates

Narrative Update Jun 26

LBG: Direct Revenue Strength Will Support Earnings Despite Indirect Uncertainty

Analysts have reduced their price target for LBG Media to £0.78 from £1.42, reflecting updated assumptions for a slightly higher discount rate, adjusted profit margin expectations and a lower future P/E multiple, while projected revenue growth is expected to remain within a similar range. What’s in the News for LBG Media LBG Media revised its earnings guidance for FY26 on 22 April 2026, with the Board now expecting revenue of £100 million to £107 million, as trends in Indirect revenue have not stabilised as quickly as anticipated.
New Narrative May 08

Heavy Client Concentration And Platform Risks Will Challenge Youth Media Scale Yet Still Offer Upside

Catalysts About LBG Media LBG Media is a digital media group focused on entertainment and branded content for young adults across social, web and streaming platforms, primarily in the U.K. and U.S. What are the underlying business or industry changes driving this perspective? Although the company is leaning into growing direct relationships with large blue chip advertisers and multiyear commitments, a heavier tilt to a smaller pool of high value clients increases concentration risk if any pull back spend.
New Narrative Apr 23

Youth Digital Attention And Creator Campaigns Will Reward This Media Platform Over Time

Catalysts About LBG Media LBG Media operates youth focused digital media brands that serve large young adult audiences across the U.K. and U.S. What are the underlying business or industry changes driving this perspective? Concentration of young adult attention on social and streaming platforms, together with LBG Media's reach of around 509 million global audience members and significant U.K. and U.S. penetration, gives the group scale that large advertisers often look for.
Analysis Article Jan 09

Shareholders Would Enjoy A Repeat Of LBG Media's (LON:LBG) Recent Growth In Returns

Finding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...
Analysis Article Oct 28

A Look At The Intrinsic Value Of LBG Media plc (LON:LBG)

Key Insights The projected fair value for LBG Media is UK£0.80 based on 2 Stage Free Cash Flow to Equity Current share...
Analysis Article May 01

Is Now The Time To Put LBG Media (LON:LBG) On Your Watchlist?

For beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...
Analysis Article May 21

Here's What's Concerning About LBG Media's (LON:LBG) Returns On Capital

What trends should we look for it we want to identify stocks that can multiply in value over the long term? Amongst...
Analysis Article Apr 19

LBG Media's (LON:LBG) Shareholders May Want To Dig Deeper Than Statutory Profit

Following the solid earnings report from LBG Media plc ( LON:LBG ), the market responded by bidding up the stock price...
Analysis Article Apr 14

LBG Media plc's (LON:LBG) Intrinsic Value Is Potentially 66% Above Its Share Price

Key Insights Using the 2 Stage Free Cash Flow to Equity, LBG Media fair value estimate is UK£1.46 Current share price...
Analysis Article Dec 20

Is LBG Media plc (LON:LBG) Trading At A 39% Discount?

Key Insights LBG Media's estimated fair value is UK£1.3 based on 2 Stage Free Cash Flow to Equity Current share price...
Analysis Article May 04

A Look At The Fair Value Of LBG Media plc (LON:LBG)

Today we will run through one way of estimating the intrinsic value of LBG Media plc ( LON:LBG ) by taking the expected...

Revenue & Expenses Breakdown

How LBG Media makes and spends money. Based on latest reported earnings, on an LTM basis.


Earnings and Revenue History

AIM:LBG Revenue, expenses and earnings (GBP Millions)
DateRevenueEarningsG+A ExpensesR&D Expenses
31 Mar 26101750
31 Dec 2596950
30 Sep 25921150
31 Mar 25891250
31 Dec 24871050
30 Sep 2484750
30 Jun 2483740
31 Mar 2475440
31 Dec 2368130
30 Sep 2366340
30 Jun 2365540
31 Mar 2364530
31 Dec 2263530
30 Sep 2260220
30 Jun 2256-110
31 Mar 2255200
31 Dec 2155500
31 Dec 2030310
31 Dec 19292130
31 Dec 1820390
31 Dec 1715360
31 Dec 169140

Quality Earnings: LBG has a large one-off loss of £4.9M impacting its last 12 months of financial results to 31st March, 2026.

Growing Profit Margin: LBG's current net profit margins (7.3%) are lower than last year (13.8%).


Free Cash Flow vs Earnings Analysis


Past Earnings Growth Analysis

Earnings Trend: LBG's earnings have grown significantly by 34% per year over the past 5 years.

Accelerating Growth: LBG's has had negative earnings growth over the past year, so it can't be compared to its 5-year average.

Earnings vs Industry: LBG had negative earnings growth (-40.2%) over the past year, making it difficult to compare to the Entertainment industry average (-32.7%).


Return on Equity

High ROE: LBG's Return on Equity (8.9%) is considered low.


Return on Assets


Return on Capital Employed


Discover strong past performing companies

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/07/02 20:06
End of Day Share Price 2026/07/02 00:00
Earnings2026/03/31
Annual Earnings2025/09/30

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

LBG Media plc is covered by 8 analysts. 4 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
William LarwoodBerenberg
Ciaran DonnellyBerenberg
Alastair ReidInvestec Bank plc (UK)