Stock Markets July 13, 2026 02:46 AM

ME Group Maintains Full-Year Guidance After Trading Recovers from April Dip

Company reports modest revenue rise and improved EBITDA as laundry operations expand and new contracts cushion a short-lived photobooth slowdown

By Derek Hwang
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ME Group International Plc has reaffirmed its full-year profit before tax guidance of £69 million to £74 million after trading improved following a sharp slowdown in April. Group revenue edged up 0.3% to £154.3 million for the six months ended April 30, 2026, while EBITDA increased to £57.0 million from £53.2 million a year earlier. The board described the April weakness in photobooth activity as an extraordinary and temporary situation, with recovery evident from May onward.

ME Group Maintains Full-Year Guidance After Trading Recovers from April Dip
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Key Points

  • ME Group reaffirmed full-year profit before tax guidance of £69 million to £74 million; group revenue for the six months rose 0.3% to £154.3 million and EBITDA increased to £57.0 million from £53.2 million.
  • April saw a notable drop in photobooth activity in a limited number of markets, which the board described as extraordinary and temporary; trading and revenues began returning to more normal levels from May.
  • Wash.ME laundry business expanded revenue by 16.3% to £54.8 million with 499 net new machines installed; ME Group plans about 800 additional installations to reach 1,300 for the 2026 financial year, and secured a major UK partnership with ASDA.

Summary: ME Group International Plc said on Monday that it remains on course to meet its previously announced full-year profit before tax forecast of between £69 million and £74 million, after trading improved following a pronounced slowdown in April that the company attributed to weaker consumer spending in some markets. The group reported a slight uptick in revenue for the six months to April 30, 2026, alongside stronger EBITDA, while profit before tax fell modestly year-on-year.

Results and guidance

Group revenue for the half-year finished April 30 rose 0.3% to £154.3 million. Earnings before interest, tax, depreciation and amortization (EBITDA) increased to £57.0 million, compared with £53.2 million in the prior-year period. Despite these gains, profit before tax declined by 3.8% to £32.7 million.

The company reiterated its full-year profit before tax expectation of £69 million to £74 million, citing a recovery in trading after the April weakness. ME Group is listed on the London Stock Exchange under the ticker MEGP, and related market references in internal materials also include MEGPM.

Drivers of the April slowdown

ME Group said that trading through the first five months of its 2026 financial year was in line with board expectations until April, when the company experienced a "significant reduction in photobooth activity in a small number of markets." The board qualified this as "an extraordinary and temporary situation," noting that laundry activity continued to grow during the period.

Chairman Sir John Lewis linked the more cautious consumer environment to weaker spending in France, saying it was "particularly" pronounced there and that spending patterns had been affected by "ongoing geopolitical uncertainty," including the conflict in the Middle East.

Signs of recovery

The company reported that trading patterns for both laundry and photobooth operations "have been returning towards more normal levels since May." It highlighted Wash.ME vending revenue growth of 11.1% year-on-year in May, and separate recoveries in photobooth and laundry revenues of 25.9% and 1.8% respectively for May compared with the prior year.

Wash.ME, the group's laundry vending division, delivered overall revenue growth of 16.3% in the period to £54.8 million and saw 499 net new machines installed. ME Group said it plans roughly 800 additional installations in the second half to reach a target of 1,300 total installations for the 2026 financial year.

The company also announced a new partnership to install and operate Wash.ME laundry machines at ASDA sites across the UK, which management described as the largest laundry agreement in the company’s history. In addition, ME Group renewed two multi-year contracts in France - a seven-year deal with national rail operator SNCF and a five-year agreement with Paris transport operator RATP - which together represent more than £9.0 million in revenue.

Dividend and management comment

The board declared an interim dividend of 3.60 pence per ordinary share, down 6.5% from 3.85 pence a year earlier. Diluted earnings per share were 6.48 pence, a decline of 3.9% from the prior-year period.

Chief executive Serge Crasnianski said, "Despite a challenging end to the period, largely driven by the ongoing Middle East conflict, I am pleased that the Group has continued to make good strategic progress as we continue to diversify and evolve the business mix, with laundry operations now contributing more than 38% of Group revenue and 54% of Group EBITDA."


Key context and implications

The results show a business that is benefiting from stronger contributions from its laundry vending operations even as it navigates a temporary pullback in photobooth activity in certain markets. Contract renewals and the ASDA partnership underpin recurring revenue, while the plan for further machine installations signals continued investment in growth of the Wash.ME division.

Risks

  • Geopolitical uncertainty and related shifts in consumer spending - the company cited weaker consumer demand in France linked to ongoing geopolitical uncertainty, including the conflict in the Middle East; this affects consumer-facing retail and leisure sectors.
  • Concentration of short-term demand shocks in specific markets - the April reduction in photobooth activity in a small number of markets highlights exposure of the photobooth segment to localized changes in consumer behaviour.
  • Dividend reduction and slight profit decline - an interim dividend cut to 3.60 pence and a 3.8% fall in profit before tax indicate pressure on returns to shareholders and potential volatility in investor sentiment for leisure and vending sector stocks.

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