Stock Markets February 24, 2026

Agillic Projects Up to 10% Subscription ARR Growth and Positive Free Cash Flow in 2026

Company sets 2026 EBITDA margin guidance of 12% to 18% after posting improved profitability in 2025

By Sofia Navarro
Agillic Projects Up to 10% Subscription ARR Growth and Positive Free Cash Flow in 2026

Agillic A/S has provided guidance for 2026 that calls for subscription annual recurring revenue (ARR) growth of 5% to 10%, an EBITDA margin between 12% and 18%, and the generation of positive free cash flow. The company reported 2025 subscription ARR of DKK 56.7 million, total revenue of DKK 58.4 million and EBITDA of DKK 8.4 million, up from DKK 1.0 million the prior year.

Key Points

  • Agillic forecasts subscription ARR growth of 5% to 10% for 2026 after achieving 5% growth in 2025 - impacts software and subscription-driven revenue models.
  • The company has set an EBITDA margin target of 12% to 18% for 2026, compared with a 15% margin in 2025 - relevant to profitability and operational efficiency analysis.
  • Agillic expects to generate positive free cash flow in 2026, marking a focus on cash conversion following year-on-year EBITDA improvement.

Agillic A/S (CO:AGILC) said it expects subscription-based annual recurring revenue (ARR) to increase by 5% to 10% in 2026, following a reported 5% expansion in that metric for 2025.

Alongside its top-line outlook, the company provided profit margin guidance and cash-flow expectations. Management outlined an anticipated EBITDA margin range of 12% to 18% for 2026, versus the 15% margin achieved in 2025. The company also signalled an intention to produce positive free cash flow in 2026.

On a reported basis for 2025, Agillic recorded ARR from subscriptions of DKK 56.7 million and total revenue of DKK 58.4 million. EBITDA for the year rose to DKK 8.4 million, compared with DKK 1.0 million in the prior year.

These figures underline the company’s move toward stronger profitability in the most recent year, as reflected in the step-up in EBITDA. The guidance for 2026 presents a range for operating profitability that, at its midpoint, is close to the 2025 outcome but allows for both improvement and some compression depending on execution and market conditions.

Investors and market participants will likely weigh the projected ARR growth and the firm’s confidence in generating positive free cash flow against the provided EBITDA margin range. The outlook combines continued subscription revenue growth with a target to convert improved operating results into free cash flow during 2026.

Agillic’s 2025 results and its 2026 guidance provide a snapshot of the company’s near-term financial trajectory, showing year-over-year ARR growth, higher EBITDA, and an aim to reach positive free cash flow in the coming year.


Summary of reported figures and guidance

  • 2025 ARR from subscriptions: DKK 56.7 million
  • 2025 total revenue: DKK 58.4 million
  • 2025 EBITDA: DKK 8.4 million (up from DKK 1.0 million the prior year)
  • 2026 ARR growth guidance: 5% to 10%
  • 2026 EBITDA margin guidance: 12% to 18% (2025 margin was 15%)
  • 2026 free cash flow: expected to be positive

What is clear - The company reported improved EBITDA in 2025 relative to the prior year and has issued a set of forward-looking targets for 2026 that include continued subscription ARR growth and the expectation of positive free cash flow.

What remains uncertain - The 2026 EBITDA margin guidance spans a range that could result in a margin below the 2025 level if outcomes fall toward the lower end, while the projection of positive free cash flow is a forward expectation rather than a reported result.

Risks

  • The 2026 EBITDA margin guidance spans a wide range (12% to 18%), which leaves room for margin compression below the 2025 level of 15% if results fall toward the lower bound - this affects assessments of operating profitability.
  • The expectation of positive free cash flow in 2026 is a forward-looking projection and is not a reported result for that year, introducing uncertainty about cash generation timing and magnitude.
  • ARR growth guidance of 5% to 10% includes the possibility of growth that matches the 5% achieved in 2025, indicating limited upside in the lower end of the range and potential sensitivity for subscription-revenue-dependent valuation.

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