TruFin (LSE:TRU) said it now expects adjusted profit before tax for 2025 to exceed £7.4 million, representing more than an eightfold increase on the prior year, with revenues forecast at around £63 million. The strong performance reflects significant operating leverage across the group and has supported £8 million of share buybacks, while leaving TruFin with year-end cash of at least £12 million.
The upgrade was driven largely by outstanding results at games publisher Playstack. Its portfolio benefited from the success of hit titles Balatro and Abiotic Factor, alongside two new releases, which boosted both current-year earnings and the long-term value of its back catalogue. Meanwhile, Oxygen delivered double-digit growth in both revenue and EBITDA, achieved record client numbers and increased transaction volumes, despite operating in a challenging public-sector procurement environment.
At Satago, losses were substantially reduced following a programme of cost reductions and a sharper focus on its core credit control and embedded finance offerings. Collectively, these developments underline TruFin’s ability to generate profitable growth across its fintech and gaming businesses and strengthen its positioning within both markets.
From a market perspective, the group’s outlook is supported by robust financial execution and shareholder-friendly actions such as share buybacks. Technical indicators suggest positive momentum, although valuation metrics, including a high price-to-earnings ratio, point to potential overvaluation. The absence of recent earnings call commentary limits further visibility into management’s forward guidance.
More about TruFin
TruFin plc is the holding company for a portfolio of growth-oriented technology businesses operating in specialist financial services and gaming markets. Its subsidiaries include Oxygen Finance, Satago Financial Solutions and mobile games publisher Playstack. Listed on AIM since 2018 under the ticker TRU, the group focuses on generating recurring, technology-led revenues from public-sector early payment programmes, embedded finance solutions and a growing catalogue of video game titles.
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