Stock Markets February 17, 2026

Hacksaw Posts Double-Digit Growth in Q4, Proposes Dividend and 10% Buyback

Q4 revenue climbs 26% year-over-year; adjusted EBIT margins remain above 80% as company restates long-term targets

By Sofia Navarro HACK
Hacksaw Posts Double-Digit Growth in Q4, Proposes Dividend and 10% Buyback
HACK

Swedish online gambling firm Hacksaw reported robust fourth-quarter and full-year results for fiscal 2025, with double-digit revenue and earnings growth and very high adjusted EBIT margins. The quarter produced €55.1 million in revenue and €45.0 million in adjusted EBIT, while the company ended the period with €133 million of net cash and proposed a €0.40 dividend alongside a 10% share buyback mandate. Management reiterated long-term targets but did not provide explicit guidance for fiscal 2026.

Key Points

  • Q4 revenue €55.1 million, up 26% year-over-year (31% in constant currency) but 3% below consensus - impacts gaming and online gambling revenue expectations
  • Adjusted EBIT rose 28% to €45.0 million, delivering an 81.6% margin; full-year adjusted EBIT €161.4 million with 81.8% margin - relevant to investor return and profitability assessments
  • Company ended period with €133 million net cash, proposed €0.40 dividend (81% payout ratio) and instituted a 10% share buyback mandate - important for capital allocation and shareholder returns

Hacksaw, the Sweden-based online gambling operator, reported solid financial results for the fourth quarter and full fiscal year 2025, with both top-line and adjusted operating profit expanding year-over-year.

For the three months, the company recorded revenues of €55.1 million, marking a 26% increase from the prior year and a 6% rise compared with the prior quarter. On a constant-currency basis, revenue was up 31%. The reported quarterly revenue figure was 3% below the consensus estimate of €56.9 million.

Adjusted EBIT for the quarter rose 28% to €45.0 million, in line with market expectations of €44.8 million. The adjusted EBIT margin for the period was 81.6%.


On a full-year basis, Hacksaw posted fiscal 2025 revenues of €197.5 million, an increase of 44% year-over-year and 48% on a constant-currency basis. That full-year revenue total was slightly under the consensus forecast of €199.3 million.

Adjusted EBIT for 2025 climbed 39% to €161.4 million, matching consensus estimates and producing an adjusted EBIT margin of 81.8% for the year.


Balance-sheet and capital allocation updates accompanied the results. Hacksaw finished the reporting period with €133 million in net cash. The company proposed a €0.40 per-share dividend, which represents an 81% payout ratio. In addition, Hacksaw announced a share buyback mandate equal to 10% of outstanding shares.

Management did not issue specific financial guidance for fiscal 2026. Instead, the company reiterated its longer-term financial targets, which include achieving annual revenue growth in excess of 30% and sustaining adjusted EBIT margins greater than 80%. Hacksaw also confirmed a shareholder-return policy that commits to distributing at least 75% of net profit via dividends and/or share buybacks.


Operational metrics highlighted ongoing content and engagement expansion. Average daily game rounds increased 36% year-over-year in the fourth quarter. During the quarter Hacksaw released 25 new games, bringing its catalog to 293 titles in total - 13 of the new releases developed in-house and 12 sourced from third-party studios. The company also added two third-party studios to its OpenRGS platform in the quarter, increasing the number of integrated third-party studios to eight.

These results show continued revenue and profit expansion alongside aggressive shareholder returns, while the lack of specific near-term guidance leaves future quarter-by-quarter expectations unspecified.

Risks

  • Quarterly and full-year revenues came in slightly below consensus estimates, introducing uncertainty for market expectations and investor sentiment in the online gambling sector
  • Management provided no specific financial guidance for fiscal year 2026, leaving short-term outlook and near-term revenue or margin trajectories unclear
  • Commitments to return at least 75% of net profit and a proposed 81% payout ratio could limit internal reinvestment capacity, affecting growth funding decisions

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