Stock Markets March 18, 2026

Itim Group posts flat revenue for 2025 as EBITDA slips amid retail-sector pressures

Loss before tax driven by a single bad debt as the company cuts costs and looks to recover sales from existing clients and prospects in 2026

By Avery Klein
Itim Group posts flat revenue for 2025 as EBITDA slips amid retail-sector pressures

Itim Group, a UK-based software-as-a-service provider serving retailers, reported flat revenue for its 2025 fiscal year while earnings before interest, taxes, depreciation and amortization (EBITDA) fell versus the prior year. The company recorded a loss before tax after recognising a bad debt tied to a retail customer that entered administration. Management said cost reductions made in the latter half of the year should support results in 2026, with management expecting revenue lost from the defaulted customer to be replaced by growth from existing clients and new prospects.

Key Points

  • Itim Group reported flat revenue for fiscal 2025 while EBITDA declined to 31.70 million.
  • A bad debt from a retail customer that entered administration led to a loss before tax and results that missed market expectations.
  • The company reduced its cost base by more than 31 million in H2 and expects those savings and revenue recovery from existing and new customers to benefit 2026 performance.

Itim Group, the UK retail-focused software-as-a-service company, reported revenue for the 2025 fiscal year that was broadly unchanged from the prior period, while profitability measured by EBITDA declined.

The company disclosed an EBITDA figure of 31.70 million for the year. Itim also recorded a loss before tax, which the company said was driven by a single bad debt associated with a retail customer that entered administration during the year. The results missed market expectations.

Operationally, Itim sought to offset pressure on margins and cash flow by reducing its cost base. The company said it trimmed operating costs by more than 31 million in the second half of the year, moves it expects will contribute positively to financial performance in 2026.

Itim attributed some of the weakness in demand to the challenging UK retail backdrop. Management pointed to cost inflation and a weak macroeconomic environment as factors that reduced retailers' appetite to invest in technology, which in turn weighed on the company's sales performance.

Looking ahead to 2026, the company expressed expectation that the cost savings implemented in the latter part of the fiscal year will help support improved outcomes. It also anticipates that the revenue lost as a result of the administration and associated bad debt will be replaced over time through additional business from its current customer base and interest from new prospects.


Contextual notes - The firm reported flat top-line performance for 2025 while reporting lower EBITDA compared with the prior year. A significant one-off bad debt materially affected the bottom line, producing a loss before tax and causing results to fall short of market forecasts. Management highlighted cost-base reductions exceeding 31 million in the second half as a mitigation step and flagged the plan to restore lost revenue via existing and prospective customers in 2026.

Risks

  • Bad debt exposure from retail customers entering administration can materially affect profitability and lead to losses before tax - this directly impacts Itim and the broader retail software sector.
  • Weak investment appetite among UK retailers, driven by cost inflation and weak macroeconomic growth, poses ongoing demand risk for retail technology providers.
  • Uncertainty remains over the speed and extent to which lost revenue can be replaced by growth from existing customers and new prospects, affecting future revenue recovery.

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