Baltic Classifieds Group PLC
BCG
ISIN GB00BN44P254 / Valor 111980347
Baltic Classifieds Group PLC
UMushroom community rating:
About company
Baltic Classifieds Group PLC (BCG) stands as the premier operator of online classifieds in the Baltic region, encompassing Lithuania, Estonia, and Latvia. The company manages a diverse portfolio of fourteen leading online classifieds portals, which are segmented into four main business lines: Auto, Real Estate, Jobs & Services, and Generalist categories. These platforms serve as digital marketplaces where individuals and businesses can buy, sell, or rent products and services across a wide range of categories. BCG's offerings are accessible through a variety of brand websites, which are optimized for both desktop and mobile users, ensuring broad accessibility and user convenience. By focusing on these key sectors, BCG has positioned itself as a critical intermediary in the digital commerce ecosystem of the Baltic states, facilitating transactions and connections within the region's online marketplace.
Summarized from source with an LLMView SourceSector: FinanceLatest Results (15.04.2026):
Baltic Classifieds Group PLC — H1 2026 (six months ended 31 October 2025): revenue rose 7% to €44.8m, EBITDA was €35.2m (up 7%) with a 78% margin, profit after tax increased 22% to €26.4m and basic EPS reached 5.5 euro cents. Adjusted net income was €30.1m (up 9%) and adjusted basic EPS was 6.3 euro cents (up 10%). The group moved to a net cash position of €5.1m and declared an interim dividend of 1.3 euro cents per share.
Top-line and profitability
Revenue: €44.8m (+7% vs H1 2025). EBITDA: €35.2m (+7%). EBITDA margin: 78% (H1 2025: 79%). Reported profit for the period: €26.4m (+22%). Basic EPS: 5.5 € cents (+22%).
Adjusted results
Adjusted net income (post-tax add-back of acquired intangibles amortisation): €30.1m (+9%). Adjusted basic EPS: 6.3 € cents (+10%).
Cash flow and balance sheet
Cash from operating activities approximately €35.7m (H1 2026), cash conversion ~99%. Net cash of €5.1m at period end after voluntary €10m loan repayment (loan balance €15m). Leverage ~0.1x (LTM basis).
Capital return and allocation
Interim dividend declared at 1.3 € cents per share. Company reiterates policy to return meaningfully all excess cash with at least one third of adjusted net income via dividends and continued share buy‑backs as appropriate.
Business line performance
Real Estate led growth: revenue +20%. Jobs & Services +7%, Generalist +4%, Auto flat (0%) due to weak Estonian market dynamics and tax changes. Revenue mix: Real Estate, Auto, Jobs & Services and Generalist contributed across the portfolio.
Costs, headcount and investments
Operating costs before D&A increased modestly; people costs rose (+6% headcount to ~153 FTEs) and marketing/IT investments continued. Depreciation & amortisation fell as certain acquired intangibles fully amortised.
Products, audience and outlook
New product rollouts and AI features across brands (e.g., Aruodas Property Price Compass, Autoplius Autopulsas, AI-assisted listing and fraud checks, Cvbankas salary estimator). Guidance: expect H2 revenue growth > H1 and accelerating into double digits for FY2027, Real Estate and Auto to lead; EBITDA margin expected to remain in the mid‑seventies despite investment.
Summarized from source with an LLMView SourceKey figures
Performance
Volatility
1285 M
Market cap (USD)
639,177
Daily traded volume (Shares)
3.16 / 3.11
1 day high/low (USD)
52 weeks high/low (USD)
Dividend ex-date
Dividend (USD)
Dividend yield (p.a.)
Est dividend (USD)
Est dividend yield
P/E ratio
Est P/E ratio
EPS (USD)
Est EPS (USD)
Ratings & reviews
EQUITIES OF THE SAME SECTOR
