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Zinc Media Group PLC (GB:ZIN)
LSE:ZIN
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Zinc Media (ZIN) AI Stock Analysis

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GB:ZIN

Zinc Media

(LSE:ZIN)

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Neutral 44 (OpenAI - Gpt-5.6Sol)
Rating:44Neutral
Price Target:
55.00 p
▼(-2.65% Downside)
Action:Reiterated
Date:08/25/26
The score is held down primarily by weak financial quality—ongoing net losses, a return to cash burn, and a sharply weakened equity cushion driving higher leverage. Technicals add mild downside bias with subdued momentum. Corporate developments (cost savings, AI expansion, revenue visibility and added credit capacity) are supportive but not strong enough to offset the current financial and cash-flow risk profile.
Positive Factors
Revenue rebound and improving operating profit
The sharp 2025 revenue recovery and move to positive EBIT indicate improving operating scale. Although profitability is not yet robust, sustained growth could spread fixed production costs and support gradual margin recovery.
Negative Factors
Persistent net losses and fragile margins
Positive EBIT has not translated into bottom-line profitability, and the gross-margin decline suggests limited pricing or cost protection. Continued losses constrain reinvestment capacity and leave earnings sensitive to production mix and execution.
Read all positive and negative factors
Positive Factors
Negative Factors
Revenue rebound and improving operating profit
The sharp 2025 revenue recovery and move to positive EBIT indicate improving operating scale. Although profitability is not yet robust, sustained growth could spread fixed production costs and support gradual margin recovery.
Read all positive factors

Zinc Media (ZIN) vs. iShares MSCI United Kingdom ETF (EWC)

Zinc Media Business Overview & Revenue Model

Company Description
Operating globally and across the UK, Zinc Media Group plc specializes in the production of television and multi-platform content. The company's operations are divided into two primary segments: Television and Zinc Communicate. Its Television segm...
How the Company Makes Money
Zinc Media makes money primarily by producing and delivering commissioned TV and digital content for customers such as broadcasters and streaming platforms. Under these commissions, Zinc receives production fees and/or budgeted production revenue ...

Zinc Media Financial Statement Overview

Summary
Operating performance improved with a strong 2025 revenue rebound and EBIT turning slightly positive, but profitability is still weak (net margin ~-6.2%) and gross margin declined (~44.5% to ~36.7%). Balance-sheet risk is elevated as leverage rose sharply (debt-to-equity ~3.44x) due to a much smaller equity base, and cash flow deteriorated with negative operating and free cash flow in 2025.
Income Statement
44
Neutral
Balance Sheet
32
Negative
Cash Flow
38
Negative
BreakdownDec 2025Dec 2024Dec 2023Dec 2022Dec 2021
Income Statement
Total Revenue41.46M32.31M40.23M30.08M17.49M
Gross Profit15.20M14.39M15.90M10.20M6.73M
EBITDA186.00K492.00K753.00K-1.22M-879.00K
Net Income-2.56M-3.51M-1.99M-2.28M-2.52M
Balance Sheet
Total Assets19.93M23.27M24.34M24.11M15.58M
Cash, Cash Equivalents and Short-Term Investments3.47M6.27M4.95M3.63M5.61M
Total Debt4.00M4.25M3.88M4.52M4.59M
Total Liabilities18.75M19.80M18.54M17.15M11.84M
Stockholders Equity1.16M3.46M5.78M6.94M3.72M
Cash Flow
Free Cash Flow-1.42M579.00K2.58M-5.57M-518.00K
Operating Cash Flow-885.00K785.00K3.09M-4.69M-245.00K
Investing Cash Flow-1.30M1.04M-504.00K-1.21M-273.00K
Financing Cash Flow-520.00K-541.00K-1.25M3.92M-673.00K

Zinc Media Technical Analysis

Technical Analysis Sentiment
Positive
Last Price56.50
Price Trends
50DMA
57.66
Negative
100DMA
53.02
Positive
200DMA
49.55
Positive
Market Momentum
MACD
-0.02
Negative
RSI
62.96
Neutral
STOCH
43.56
Neutral
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For GB:ZIN, the sentiment is Positive. The current price of 56.5 is below the 20-day moving average (MA) of 57.05, below the 50-day MA of 57.66, and above the 200-day MA of 49.55, indicating a neutral trend. The MACD of -0.02 indicates Negative momentum. The RSI at 62.96 is Neutral, neither overbought nor oversold. The STOCH value of 43.56 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for GB:ZIN.

Zinc Media Peers Comparison

Overall Rating
UnderperformOutperform
Sector (60)
Financial Indicators
Name
Overall Rating
Market Cap
P/E Ratio
ROE
Dividend Yield
Revenue Growth
EPS Growth
74
Outperform
£101.20M24.658.42%0.51%107.94%120.65%
65
Neutral
£80.05M16.716.44%3.45%-0.49%-9.92%
60
Neutral
$48.67B4.58-11.27%4.14%2.83%-41.78%
55
Neutral
£42.51M32.469.14%1.59%-1.27%-70.61%
47
Neutral
£13.37M-0.97-55.27%-4.43%-281.20%
47
Neutral
£49.99M-9.8275.19%-5.90%-146.37%
44
Neutral
£17.17M-5.63-114.84%28.33%34.53%
* Communication Services Sector Average
Performance Comparison
Ticker
Company Name
Price
Change
% Change
GB:ZIN
Zinc Media
57.50
-10.00
-14.81%
GB:BBSN
Brave Bison
87.00
26.82
44.57%
GB:EBQ
Ebiquity
9.75
-9.75
-50.00%
GB:STVG
STV Group plc
109.00
-6.00
-5.22%
GB:SYS1
System1
336.00
-86.07
-20.39%
GB:PEBB
Pebble Group PLC
59.00
9.94
20.27%

Zinc Media Corporate Events

Business Operations and StrategyFinancial DisclosuresM&A Transactions
Zinc Media leans on Middle East and IP growth as revenue timing shifts
Positive
Jul 27, 2026
Zinc Media reported a seasonally weighted first half, with FY26 revenue visibility of £34m already secured or highly advanced and a further £3m in advanced discussions, though comparisons are distorted by last year’s unusually stro...
Business Operations and StrategyFinancial Disclosures
Zinc Media launches Cicada AI label to scale fast-growing content business
Positive
Jul 13, 2026
Zinc Media Group has launched Cicada, a dedicated AI label designed to drive artificial intelligence innovation across the business and support the production of commercials, films, events and other client content. The unit formalises an AI capabi...
Regulatory Filings and Compliance
Zinc Media CEO Sells Shares to Cover Tax on Option Exercise
Neutral
Jul 9, 2026
Zinc Media Group has disclosed that its chief executive, Mark Browning, sold 136,091 ordinary shares at 56.8 pence each on 8 July to cover tax liabilities arising from previously exercised share options. Following this transaction, Browning retain...
Business Operations and StrategyFinancial DisclosuresPrivate Placements and Financing
Zinc Media issues new shares for Raw Cut earn-out and chairman fees
Positive
Jun 30, 2026
Zinc Media Group has confirmed that its subsidiary Raw Cut Limited met its FY25 earn-out target after a strong trading performance, triggering a £0.35 million earn-out payment to Raw Cut’s vendors, to be settled through the issue of 661...
Business Operations and StrategyFinancial DisclosuresPrivate Placements and Financing
Zinc Media Issues New Shares as Raw Cut Hits Earn-Out Target
Positive
Jun 30, 2026
Zinc Media Group has confirmed that its subsidiary Raw Cut Limited met its FY25 earn-out targets, triggering a £0.35 million payment to the vendors to be settled through the issue of 661,625 new ordinary shares, which will be subject to lock-...
Business Operations and StrategyProduct-Related Announcements
Zinc Media’s WHAM! Documentary Secures Global Theatrical and BBC Release
Positive
Jun 25, 2026
Zinc Media Group’s Supercollider label has produced WHAM! 10 Days in China, a 90-minute feature documentary on the band’s landmark 1985 concerts in Beijing and Guangzhou, the first by a Western pop group in China. The film will receive...
Business Operations and Strategy
Zinc Media’s Brexit Documentary Lands Key International Sales
Positive
Jun 24, 2026
Zinc Media Group’s international sales arm, Zinc Distribution, has secured multiple overseas licensing deals for Brexit: A Very British Civil War, a two-part Brook Lapping documentary marking the tenth anniversary of the EU referendum. The s...
Business Operations and StrategyShareholder Meetings
Zinc Media Wins Full Shareholder Backing at Annual General Meeting
Positive
Jun 5, 2026
Zinc Media Group, an award-winning content, IP, brand and event production company listed on AIM, operates multiple production labels such as Tern TV, Brook Lapping and Red Sauce, serving global broadcasters and platforms from bases in the UK and ...
Business Operations and StrategyPrivate Placements and Financing
Zinc Media Secures £3m Credit Line and £1m of New FY26 Business
Positive
Jun 1, 2026
Zinc Media Group has agreed terms with Lloyds Bank for a £3.0 million revolving credit facility with a three‑year term, strengthening its balance sheet and providing flexibility to fund working capital and growth initiatives. The facili...
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: Aug 25, 2026