Warpaint London
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Warpaint London (W7L) investor relations material

Warpaint London H2 2025 TU earnings summary

Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
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H2 2025 TU earnings summary9 Feb, 2026

Executive summary

  • Acquired Barry M brand for £1.4 million, expanding presence in value cosmetics and UK retail channels.

  • FY25 revenue expected at £105 million, up from £102 million in 2024, with improved gross margin.

  • Brand Architekts, acquired in February 2025, contributed £12 million revenue and £0.8 million positive Adjusted EBITDA.

Financial highlights

  • FY25 Adjusted EBITDA expected at £22 million, down from £25 million in 2024, due to challenging market conditions.

  • Cash balance of £18 million as of 31 January 2026, up from £9 million a year earlier.

  • Barry M generated £15 million revenue in the year ended 28 February 2025.

Outlook and guidance

  • Anticipates return to organic growth and further new customer rollouts in 2026.

  • Focus remains on margin improvement and expanding retail presence.

Barry M's expected FY26 revenue contribution?
Strategy to mitigate US tariff uncertainty impact?
Future growth opportunities for Brand Architekts?
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H2 202528 Apr, 2026
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Frequently asked questions

arpaint London PLC is a UK-based producer and supplier of color cosmetics, offering a diverse range of high-quality makeup products at affordable prices. The company's extensive product portfolio includes face makeup products like foundation, blushers, and illuminators; eye makeup such as eye shadows, eyeliners, eyebrow pencils, and mascara; lip makeup including lipsticks and glosses; and nail products like nail polish and false nails. Warpaint markets its products under several brand names, including W7, Man's stuff, Vintage, Very Vegan, and Chit Chat, targeting different demographics and catering to a wide customer base. The company is headquartered in Iver, England, and its shares are listed on the London Stock Exchange.

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