Added to YB: 2026-08-19
Pitch date: 2026-08-17
BGO.L [neutral]
Bango PLC
Author Info
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Company Info
Bango PLC, together with its subsidiaries, develops, markets, and sells technology that enables the marketing and sale of products and services to mobile phone users.
Market Cap
GBP 65.2M
Pitch Price
N/A
Price Target
N/A
Dividend
N/A
EV/EBITDA
23.46
P/E
-8.59
EV/Sales
1.56
Sector
Software
Category
value
Central Tendency | On a Review of H1 2026 - Bango PLC
BGO.L (holding update): UK microcap, two-part telecom co. Payments (DCB, #2 globally) ~$11m EBITDA-CapEx, 40%+ margins, MSD core growth. Subscription (DVM bundling SaaS) ARR +31% to $20.4m, 119% NRR. H1 FY26 EBITDA +34%, EBITDA-CapEx $3.7m vs $2.3m full FY25. ~4x FY26E EBITDA. Post-DDL integration, inflecting to FCF; MSD-HSD FCF yield. New chair. Payments alone may cover EV.
Read full article (5 min)