tiprankstipranks
Grafenia PLC (GB:SFT)
LSE:SFT
UK Market
Want to see GB:SFT full AI Analyst Report?

Grafenia (SFT) AI Stock Analysis

5 Followers

Top Page

GB:SFT

Grafenia

(LSE:SFT)

Select Model
Select Model
Select Model
Neutral 52 (OpenAI - Gpt-5.6Sol)
Rating:52Neutral
Price Target:
18.00 p
▲(16.13% Upside)
Action:Reiterated
Date:07/27/26
The score is driven primarily by mixed financial performance: strong revenue growth and notably improved cash generation support the outlook, but persistent and recently widening net losses keep overall financial quality below average. Technically, the stock remains below its 200-day average, suggesting a weaker longer-term trend, and valuation is constrained by the negative P/E and lack of dividend data.
Positive Factors
Strong Revenue Growth
Multi-year revenue expansion indicates that Grafenia is increasing demand across its printing, branding, signage, and digital offerings. A larger revenue base can improve operating leverage, strengthen network economics, and provide a broader platform for continued growth over the next several quarters.
Negative Factors
Persistent Net Losses
Persistent bottom-line losses show that revenue growth has not yet translated into dependable shareholder returns. This weakens earnings quality, limits internal capital formation, and leaves the business more exposed if cash generation moderates or operating costs remain elevated.
Read all positive and negative factors
Positive Factors
Negative Factors
Strong Revenue Growth
Multi-year revenue expansion indicates that Grafenia is increasing demand across its printing, branding, signage, and digital offerings. A larger revenue base can improve operating leverage, strengthen network economics, and provide a broader platform for continued growth over the next several quarters.
Read all positive factors

Grafenia (SFT) vs. iShares MSCI United Kingdom ETF (EWC)

Grafenia Business Overview & Revenue Model

Company Description
Software Circle plc, operating with its subsidiaries, specializes in licensing a diverse range of software solutions throughout the United Kingdom, Ireland, Europe, and internationally. Its extensive portfolio of brands and products includes Link ...
How the Company Makes Money
Grafenia primarily makes money through a partner-network model and associated product/service sales. Key revenue streams include: (1) Partner fees and membership income: Partners operating under Grafenia’s brands (e.g., Nettl, Print7) typically pa...

Grafenia Financial Statement Overview

Summary
Financials show a turnaround-in-progress: strong multi-year revenue growth, meaningfully improved balance sheet leverage/capitalization versus 2023, and sharply stronger operating and free cash flow in 2026. The main drag is earnings quality—net income remains negative in every year shown and widened again in 2026, limiting profitability predictability.
Income Statement
44
Neutral
Balance Sheet
58
Neutral
Cash Flow
71
Positive
BreakdownMar 2025Mar 2024Mar 2023Mar 2022Mar 2021
Income Statement
Total Revenue22.26M18.27M16.16M11.68M8.92M
Gross Profit2.98M13.25M10.19M5.75M3.54M
EBITDA6.72M4.82M1.36M-265.00K172.00K
Net Income-809.00K-329.00K-2.37M-1.41M-1.15M
Balance Sheet
Total Assets42.76M38.10M34.39M23.62M11.76M
Cash, Cash Equivalents and Short-Term Investments3.94M8.57M15.39M1.99M1.46M
Total Debt10.46M10.80M9.13M18.72M4.15M
Total Liabilities21.92M16.70M12.71M22.69M9.27M
Stockholders Equity20.84M21.39M21.68M928.00K2.49M
Cash Flow
Free Cash Flow5.06M1.57M1.42M-142.00K-438.00K
Operating Cash Flow5.11M2.94M2.63M308.00K134.00K
Investing Cash Flow-13.10M-7.97M-5.28M-8.72M-575.00K
Financing Cash Flow3.35M-1.79M16.05M8.94M-708.00K

Grafenia Technical Analysis

Technical Analysis Sentiment
Positive
Last Price15.50
Price Trends
50DMA
16.03
Positive
100DMA
15.96
Positive
200DMA
18.02
Negative
Market Momentum
MACD
0.20
Negative
RSI
72.61
Negative
STOCH
84.52
Negative
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For GB:SFT, the sentiment is Positive. The current price of 15.5 is below the 20-day moving average (MA) of 16.15, below the 50-day MA of 16.03, and below the 200-day MA of 18.02, indicating a neutral trend. The MACD of 0.20 indicates Negative momentum. The RSI at 72.61 is Negative, neither overbought nor oversold. The STOCH value of 84.52 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for GB:SFT.

Grafenia Peers Comparison

Overall Rating
UnderperformOutperform
Sector (63)
Financial Indicators
Name
Overall Rating
Market Cap
P/E Ratio
ROE
Dividend Yield
Revenue Growth
EPS Growth
67
Neutral
£43.93M14.0566.04%1.97%16.91%534.12%
64
Neutral
£450.96M-4.56-12.70%5.35%-0.86%-481.50%
63
Neutral
$10.79B15.437.44%2.01%2.89%-14.66%
60
Neutral
£375.38M135.781.30%2.54%8.11%-69.68%
52
Neutral
£68.26M-84.52-3.92%10.64%21.82%-162.50%
42
Neutral
£302.44M-1.46-677.10%5.94%-16.13%-1315.87%
* Industrials Sector Average
Performance Comparison
Ticker
Company Name
Price
Change
% Change
GB:SFT
Grafenia
17.75
-8.75
-33.02%
GB:CPI
Capita plc
243.00
1.00
0.41%
GB:CTG
Christie
177.50
63.00
55.02%
GB:RST
Restore
286.50
31.46
12.34%
GB:RWS
RWS Holdings
118.70
35.63
42.88%

Grafenia Corporate Events

Business Operations and Strategy
Software Circle Announces Major Shift in Shareholder Base
Positive
Sep 10, 2026
Software Circle plc has reported notable changes in significant shareholdings, underscoring shifting investor positions in the AIM-listed vertical market software group. YOGRO GmbH has increased its stake to 31,131,581 ordinary shares, equivalent ...
Business Operations and StrategyExecutive/Board ChangesStock BuybackFinancial DisclosuresShareholder Meetings
Software Circle Wins Shareholder Backing at AGM and Adds Major Investor to Board
Positive
Sep 2, 2026
Software Circle plc reported that all resolutions at its annual general meeting on 2 September 2026 were passed, including approval of its 2025/26 accounts, remuneration policy, auditor reappointment and authorities to allot shares and repurchase ...
Business Operations and StrategyExecutive/Board ChangesShareholder Meetings
Software Circle adds major shareholder Frank Fischer to board to bolster AI and capital strategy
Positive
Sep 2, 2026
Software Circle plc has strengthened its board with the appointment of experienced investment manager Frank Fischer as a Non-Executive Director, following the company’s AGM in Manchester. Fischer, who holds a 27.15% stake in the group via hi...
Business Operations and StrategyExecutive/Board Changes
Software Circle Adds Major Shareholder Frank Fischer to Board to Bolster AI and Capital Allocation Strategy
Positive
Sep 2, 2026
Software Circle plc has appointed veteran investment manager Frank Fischer to its board as a Non-Executive Director, adding significant capital markets and governance expertise to its leadership. Fischer is CEO and CIO of Frankfurt-based Sharehold...
Business Operations and StrategyFinancial DisclosuresShareholder Meetings
Software Circle Plans Share Premium Cancellation to Unlock Distributable Reserves
Positive
Aug 7, 2026
Software Circle plc has published its annual report for the year to 31 March 2026, issued notice of its upcoming AGM on 2 September 2026 in Manchester, and circulated details of a proposed cancellation of its share premium account. The move forms ...
Business Operations and StrategyRegulatory Filings and Compliance
Software Circle Updates Market on Reduced Stake by Major Shareholder
Neutral
Jul 29, 2026
Software Circle plc has disclosed a notable change in a significant shareholder’s position, with investor Wui Yen Liow reducing their stake from 19,726,594 to 15,726,594 ordinary shares. This adjustment leaves Liow holding 4.03% of the compa...
Business Operations and StrategyFinancial DisclosuresM&A TransactionsPrivate Placements and Financing
Software Circle boosts earnings, ramps M&A with new debt funding
Positive
Jul 23, 2026
Software Circle plc, a London‑listed consolidator of vertical market software businesses, continued to expand its portfolio of mission‑critical systems serving niche sectors in the UK and Ireland while preserving decentralised operatio...
Glossary
BuyA stock rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock is likely to deliver higher returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldA stock rated as a "Hold" is expected to perform in line with the overall market or a specific benchmark. This rating indicates that the stock is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellA stock rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock may deliver lower returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.

Disclaimer

This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: Jul 27, 2026