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Text Group in FY 2025/26: PLN 329.1 million revenue, PLN 116.6 million net profit, and USD 83.12 million ARR

PRESS RELEASE

Wrocław/Boston, 26.06.2026

Text Group in FY 2025/26:
PLN 329.1 million revenue, PLN 116.6 million net profit, and USD 83.12 million ARR

The consolidated revenue of the Text Group in the financial year 2025/2026 (ended March 31, 2026) amounted to PLN 329.1 million, and net profit reached PLN 116.6 million. This represents a year-on-year decrease of 7.1% and 29.1%, respectively.

The Company generates the vast majority of its revenue in US dollars, with sales in this currency reaching USD 88.2 million (-0.5% y/y).

As of March 31, 2026, the Group’s Monthly Recurring Revenue (MRR) reached USD 6.93 million, marking a 2.7% year-on-year decrease. This translates into Annual Recurring Revenue (ARR) of USD 83.12 million. The Group’s strategic goal remains reaching the USD 100 million ARR level.

Management Board Comment

“In the past year, we built a new product, and the results from recent months have confirmed its strong performance. Most importantly, our AI agents are already selling products and services, increasing conversion rates and driving higher sales value for the companies that have placed their trust in us. We believe customer support can be transformed from a cost center into a revenue-generating function. The coming quarters will be focused on distribution, customer acquisition, and the execution of our Go-to-Market strategy for the Text product. The challenges ahead are significant, but we are ready to meet them and make further bold decisions. One such decision is the closure of the traditional sales department, with its responsibilities being assumed by the customer support team, supported by other teams across Text,” said Mariusz Ciepły, CEO of Text.

Key Events in FY 2025/26 and Q1 2026/27

  • In August, there was a technical soft launch of the new product under the working name Text App (currently Text) on the text.com domain.
  • In the second quarter of the financial year, the Company organically acquired the first new customers for this solution.
  • In December 2025, the Company obtained SOC-2 Type 1 attestation, and in May 2026, SOC-2 Type 2 attestation.
  • In January 2026, the Company obtained Meta Business Partner status.
  • In February this year, the Text App, Livechat, ChatBot, and HelpDesk products were introduced to the Microsoft marketplace.
  • In February, the Company paid the first advance towards the expected dividend from the profit for the current financial year, amounting to PLN 1.15 per share.
  • In May 2025, the Company presented a new visual identity and began implementing the Go-To-Market strategy for the Text product.
  • In June 2026, the Company finalized the purchase of the livechat.ai domain.
  • In June 2026, the USPTO (United States Patent and Trademark Office) granted the Company a patent for “System and method for configuring a communication widget directly on a website.” This is Text's seventh patent registered in the USA.

Key Financial Data – Financial Year 2025/2026

  • MRR as of March 31, 2026: USD 6.93 million → ARR: USD 83.12 million

  • Revenue in USD: USD 88.2 million (-0.5% y/y)

  • Revenue in PLN: PLN 329.1 million (-7.1% y/y)

  • Net profit: PLN 116.6 million (-29.1% y/y)

  • Operating profit: PLN 126.7 million (-28.7% y/y)

  • EBITDA: PLN 153.3 million (-23.9% y/y)

  • Margins:

    • gross profit on sales: 67.6%
    • operating: 38.6%
    • EBITDA: 46.4%
    • net: 35.4%

Dividend Policy

The Management Board intends to recommend that the General Meeting approve a dividend of PLN 4.26 per share (including both interim dividend payments) and requests the Supervisory Board's consent to pay a second interim dividend of PLN 0.98 per share. In February 2026, the Company paid the first advance towards the expected dividend from the profit for the financial year 2025/26, amounting to PLN 1.15 per share.

Text S.A.

Text S.A. is a technology company listed on the Warsaw Stock Exchange, specializing in text communication and customer service automation solutions. Its product suite includes: LiveChat, ChatBot, HelpDesk, KnowledgeBase, OpenWidget, as well as the new suite solution Text.

CONTACT

Investor Relations Department

ir@text.com