Buy Or Sell Opportunity • May 21
Now 20% overvalued after recent price rise Over the last 90 days, the stock has risen 4.5% to UK£1.40. The fair value is estimated to be UK£1.16, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 7.6% over the last 3 years. Meanwhile, the company became loss making. Board Change • May 20
Insufficient new directors There is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 3 experienced directors. 3 highly experienced directors. CFO & Executive Director Guy Ellis was the last director to join the board, commencing their role in 2023. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model. Tillkännagivande • Apr 30
NCC Group plc to Report First Half, 2026 Results on Jun 11, 2026 NCC Group plc announced that they will report first half, 2026 results on Jun 11, 2026 Tillkännagivande • Mar 05
Ncc Group plc Declares Final Dividend NCC Group plc at its Annual General Meeting held on March 3, 2026, approved final dividend of 3.15 pence per share. Tillkännagivande • Mar 03
NCC Group plc Provides Earning Guidance for the Year Ending 30 September 2026 NCC Group plc provided earnings guidance for the Year Ending 30 September 2026. For the year, the board anticipates revenue will grow marginally, with Escode and Cyber experiencing low single-digit growth as the pipeline continues to build. Tillkännagivande • Jan 28
NCC Group plc Announces Board Changes NCC Group plc has appointed Tomas Brannemo as the new head of its Infrastructure business area. He will assume the role on March 2 and will also become a member of the NCC Group's Executive Committee. Brannemo will replace Kenneth Nilsson, who is retiring. Born in 1971, Brannemo has extensive management experience from international companies such as Johnson Controls, Xylem, Volvo Construction Equipment, and ABB. He has managed large organizations and projects in global companies. Brannemo holds a Master of Science in Electrical Engineering from the KTH Royal Institute of Technology and a Master of Business Administration from Uppsala University. He is currently a senior advisor at McKinsey. Once Tomas Brannemo takes up his position, the current head of the business area, Kenneth Nilsson, will remain with NCC for some time to manage specific projects. Tillkännagivande • Jan 23
Herringbone Acquisitions Limited and Herringbone Acquisitions Inc. entered into a sale and purchase agreement to acquire NCC Group Software Resilience (NA) LLC from NCC Group plc (LSE : NCC) for £275 million. Herringbone Acquisitions Limited and Herringbone Acquisitions Inc. entered into a sale and purchase agreement to acquire NCC Group Software Resilience (NA) LLC from NCC Group plc (LSE : NCC) for £275 million on January 21, 2026.
The transaction is subject to customary conditions and regulatory approvals and is expected to close on April 30, 2026.
Peel Hunt LLP and Lazard, Inc. (NYSE:LAZ) acted as financial advisor to NCC Group plc (LSE : NCC). Tillkännagivande • Jan 22
NCC Group plc Provides Revenue Guidance for the Year Ending 30 September 2026 As announced on the 11 December 2025, the Board of NCC Group plc anticipated that revenue (including recent non-core disposals) for the year ending 30 September 2026 will grow marginally, with Escode and Cyber experiencing low single-digit growth as pipeline continues to build. Tillkännagivande • Jan 21
NCC Group plc (LSE:NCC) announces an Equity Buyback for 31,000,000 shares, for £70 million. NCC Group plc (LSE:NCC) announces a share repurchase program. Under the program, the company has entered into irrevocable and non-discretionary instructions to Investec Bank plc and Peel Hunt LLP to purchase up to 31,000,000 shares for £70 million. The purpose of the Share Buyback Program is to reduce the Company's share capital and return capital to shareholders. The purchased shares will be cancelled. The Share Buyback Program will expire on January 31, 2027. Tillkännagivande • Dec 12
NCC Group plc, Annual General Meeting, Mar 03, 2026 NCC Group plc, Annual General Meeting, Mar 03, 2026. Tillkännagivande • Oct 21
NCC Group plc to Report Fiscal Year 2025 Results on Dec 11, 2025 NCC Group plc announced that they will report fiscal year 2025 results on Dec 11, 2025 Tillkännagivande • Mar 29
CR Group Nordic AB completed the acquisition of Fox Crypto B.V. from NCC Group plc (LSE:NCC) for €78.5 million. CR Group Nordic AB agreed to acquire Fox Crypto B.V. from NCC Group plc (LSE:NCC) for €77 million on August 1, 2024. The consideration is payable in cash on completion. The proceeds from the transaction will be utilized to clear NCC Group's net debt and facilitate organic and inorganic growth in the Group's Cyber Security business. For the period ending May 31, 2024, Fox Crypto B.V. reported total revenue of €21.4 million and EBITDA of €4.7 million. All Fox Crypto employees plan to remain with the company. The acquisition is subject to regulatory approval and is expected to be finalized in the fourth quarter 2024. As at 30 September 2024, the disposal was yet to be finalised, with completion expected in early FY25.
IA Global Capital Ltd acted as exclusive financial advisor for NCC Group plc.
CR Group Nordic AB completed the acquisition of Fox Crypto B.V. from NCC Group plc (LSE:NCC) for €78.5 million on March 28, 2025. NCC Group completed the disposal following successful satisfaction of all customary conditions associated with the disposal. Tillkännagivande • Mar 28
NCC Group plc to Report First Half, 2025 Results on Jun 19, 2025 NCC Group plc announced that they will report first half, 2025 results on Jun 19, 2025 Tillkännagivande • Dec 11
NCC Group plc, Annual General Meeting, Jan 28, 2025 NCC Group plc, Annual General Meeting, Jan 28, 2025. Tillkännagivande • Dec 10
NCC Group plc Proposes Final Dividend for the Period Ended 30 September 2024, Payable on 4 April 2025 NCC Group plc proposed final dividend for the period ended 30 September 2024 of 1.5p per ordinary share was recommended by the Board on 5 December 2024 and will be paid on 4 April 2025, to shareholders on the register at the close of business on 21 February 2025. The ex-dividend date is 20 February 2025. The dividend will be recommended to shareholders at the AGM on 28 January 2025. The dividend has not been included as a liability as at 30 September 2024. The payment of this dividend will not have any tax consequences for the Group. Tillkännagivande • Jun 20
NCC Group plc to Report 16 Months Period Ending Sep 30, 2024 Results on Dec 10, 2024 NCC Group plc announced that they will report 16 months, period ending Sep 30, 2024 results on Dec 10, 2024 Tillkännagivande • Mar 07
NCC Group plc Announces Changes in Senior Management Team NCC Group plc announced that Maria Grimberg, Head of Communications, has decided to leave NCC for other opportunities. She has been in the role since March 2019. Maria Grimberg will leave NCC after the summer. A recruitment process has been initiated. Tillkännagivande • Jan 25
NCC Group plc Declares Interim Dividend, Payable on March 15, 2024 The Board of NCC Group plc is declaring an unchanged interim dividend of 1.50 pence per ordinary share (H1 2023: 1.50 pence). This represents a dividend equal to that paid in the prior period as the Board is conscious of the need to invest in the new strategy. The interim dividend of approximately £4.7 million will be paid on 15 March 2024, to shareholders on the register at the close of business on 16 February 2024. The ex dividend date is 15 February 2024. Tillkännagivande • Sep 30
NCC Group plc to Report First Half, 2024 Results on Feb 01, 2024 NCC Group plc announced that they will report first half, 2024 results on Feb 01, 2024 Tillkännagivande • Feb 04
NCC Group plc to Report First Half, 2023 Results on Feb 02, 2023 NCC Group plc announced that they will report first half, 2023 results on Feb 02, 2023 Tillkännagivande • Jan 20
Cygna Labs Corp. entered into a definitive agreement to acquire DDI business of NCC Group from NCC Group plc (LSE:NCC). Cygna Labs Corp. entered into a definitive agreement to acquire DDI business of NCC Group from NCC Group plc (LSE:NCC) on January 19, 2023. The acquisition includes the purchase of the DDI Guard product, the portfolio of DDI customers, and NCC Group’s team of DDI experts. The team from NCC will become part of the N3K team, a wholly-owned subsidiary of Cygna Labs Group. Hogan Lovells acted as the legal advisor and Grant Thornton Corporate Finance, LLC acted as the financial advisor to Cygna Labs. Cygna was also advised on this transaction by goetzpartners for buyside support. Upcoming Dividend • Feb 10
Upcoming dividend of UK£0.015 per share Eligible shareholders must have bought the stock before 17 February 2022. Payment date: 04 March 2022. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 2.5%. Lower than top quartile of British dividend payers (4.2%). Higher than average of industry peers (2.2%). Reported Earnings • Jan 29
First half 2022 earnings: EPS in line with expectations, revenues disappoint First half 2022 results: EPS: UK£0.019 (down from UK£0.024 in 1H 2021). Revenue: UK£150.1m (up 11% from 1H 2021). Net income: UK£5.80m (down 13% from 1H 2021). Profit margin: 3.9% (down from 4.9% in 1H 2021). Revenue missed analyst estimates by 2.2%. Over the next year, revenue is forecast to grow 16%, compared to a 14% growth forecast for the industry in the United Kingdom. Over the last 3 years on average, earnings per share has fallen by 26% per year but the company’s share price has increased by 15% per year, which means it is well ahead of earnings. Recent Insider Transactions • Jan 29
CEO & Executive Director recently bought UK£55k worth of stock On the 27th of January, Adam Palser bought around 25k shares on-market at roughly UK£2.18 per share. This was the largest purchase by an insider in the last 3 months. This was Adam's only on-market trade for the last 12 months. Upcoming Dividend • Oct 07
Upcoming dividend of UK£0.032 per share Eligible shareholders must have bought the stock before 14 October 2021. Payment date: 12 November 2021. Trailing yield: 1.8%. Lower than top quartile of British dividend payers (4.1%). In line with average of industry peers (1.7%). Reported Earnings • Sep 15
Full year 2021 earnings released: EPS UK£0.036 (vs UK£0.042 in FY 2020) The company reported a soft full year result with weaker earnings and profit margins, although revenues improved. Full year 2021 results: Revenue: UK£270.5m (up 2.6% from FY 2020). Net income: UK£10.0m (down 14% from FY 2020). Profit margin: 3.7% (down from 4.4% in FY 2020). Over the last 3 years on average, earnings per share has fallen by 9% per year but the company’s share price has increased by 13% per year, which means it is well ahead of earnings. Recent Insider Transactions • May 15
Key Executive recently bought UK£72k worth of stock On the 13th of May, Tim Kowalski bought around 25k shares on-market at roughly UK£2.84 per share. This was the largest purchase by an insider in the last 3 months. This was Tim's only on-market trade for the last 12 months. Is New 90 Day High Low • Feb 20
New 90-day high: UK£2.71 The company is up 32% from its price of UK£2.05 on 20 November 2020. The British market is up 6.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the IT industry, which is up 15% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is UK£3.34 per share. Reported Earnings • Feb 07
First half 2021 earnings released: EPS UK£0.027 (vs UK£0.024 in 1H 2020) The company reported a strong first half result with improved earnings, revenues and profit margins. First half 2021 results: Revenue: UK£135.6m (up 2.2% from 1H 2020). Net income: UK£7.50m (up 14% from 1H 2020). Profit margin: 5.5% (up from 5.0% in 1H 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 68% per year but the company’s share price has only increased by 12% per year, which means it is significantly lagging earnings growth. Analyst Estimate Surprise Post Earnings • Feb 06
Revenue misses expectations Revenue missed analyst estimates by 0.1%. Over the next year, revenue is forecast to grow 7.3%, compared to a 10% growth forecast for the IT industry in the United Kingdom. Is New 90 Day High Low • Dec 19
New 90-day high: UK£2.70 The company is up 44% from its price of UK£1.87 on 18 September 2020. The British market is up 9.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the IT industry, which is up 10.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is UK£1.50 per share. Is New 90 Day High Low • Dec 03
New 90-day high: UK£2.17 The company is up 12% from its price of UK£1.94 on 04 September 2020. The British market is up 10.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the IT industry, which is down 2.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is UK£1.26 per share.