The Group of Companies 'Basis' reported a 30% year-on-year increase…
The Group of Companies 'Basis' reported a 30% year-on-year increase in revenue to 2.5 billion rubles for the first half of 2026, driven by growth in software licenses, subscriptions, and technical support. The company also confirmed its 2026 forecast of 30–40% revenue growth and OIBDA profitability of around 60%.
Consensus
- The Group of Companies 'Basis' achieved a 30% year-on-year revenue growth in the first half of 2026.
- Revenue for the first half of 2026 amounted to 2.5 billion rubles.
- The growth was primarily driven by increased sales of software licenses and subscriptions, as well as technical support.
- OIBDA increased by 26% to 1.17 billion rubles, with a 46.5% profitability rate.
- Net profit reached 469 million rubles, up 7% year-on-year.
- The company confirmed its 2026 financial forecast of 30–40% growth in revenue and OIBDA profitability of approximately 60%.
- Shareholders approved dividends of 7.2 rubles per share.
Points of divergence
- Free cash flow (FCF) was negative at -1.15 billion rubles, attributed to changes in payment schedules and planned investments in product development. — kommersant
- The company reported a 25% increase in NIC (Net Income from Continuing Operations) to 497 million rubles, with a 19.7% profitability rate, and a 43% OIBDA margin in the first quarter. — vedomosti
- The company stated that 70% of annual revenue is traditionally generated in the second half of the year, while operating expenses are evenly distributed. — vedomosti
- The report discusses 'Lenta' (a different company), not 'Basis', including its revenue growth of 28.8% in Q2 2026 and other financial metrics. — interfax
Coverage (5 sources)
- Revenue of the JSC «Basis» under IFRS increased by 30% in the first half of the year — Коммерсантъ
- Revenue of "Basis" grew by 30% in the first half of the year according to IFRS — Ведомости
- "Lenta" increased revenue by 28.8% in Q2 — Интерфакс
- Net profit of "Inarctica" increased by 43.2% in the first half of the year — Ведомости
- Revenue of "Lenta" grew by 26.2% in the first half of the year — Ведомости