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PLACEHOLDER / DUMMY DATA — the portfolio-level totals, charts and “key findings” on this Summary page are illustrative only and are not yet wired to the reviewed BU data. Use the Financial Overview, BU Review and Document checklist tabs for real figures. This banner will be removed once the summary roll-ups are connected to live data.
Total portfolio revenue iSource: Financials · FY2025 consolidated P&L
$342.5M
32 businesses · NR 2026 forecast
Avg EBITA margin iSource: Financials · FY2025 by BU
18.4%
↑ 2.3pp vs acquisition
Avg NRG % iSource: Financials · revenue growth analysis
7.2%
Weighted by revenue
Avg BQR iSource: Financials · recurring revenue split
38%
Recurring revenue mix
Data completeness
61%
16 of 26 BUs complete

Key findings — Perseus view

Pricing is the #1 near-term lever across the portfolio. iSource: PAR documents + Investment Memoranda — pricing analysis sections across all BUs 18 of 26 BUs have no CPI escalator clause. Average time since last price increase: 3.1 years. Estimated £40–60M revenue uplift available with <5% churn risk. Pricing
AI readiness is low portfolio-wide. iSource: QSRs + Management Meeting Notes — AI readiness sections Average score 3.1/10. Only 4 BUs have AI in production. APAC cluster most exposed to disruption risk. AI readiness
Add-on attach rates significantly underdeveloped. iSource: PAR documents — product attach rate data by BU Average 1.3 modules per customer vs 2.8x industry benchmark. Bundling initiative could add $30–45M ARR. Product
Sales team upskilling critical in Portfolio 1. iSource: Management Meeting Notes — Portfolio 1 GTM review, Sep 2024 6 of 8 Non-Auto BUs lack enterprise sales capability. GTM predominantly reactive/inbound. Sales & GTM

Portfolio opportunity assessment

Pricing iSource: PAR + IM · pricing analysis across portfolio
High
Product / upsell iSource: PAR documents · product attach rate data
High
Sales & GTM iSource: Management Meeting Notes · GTM reviews
Medium
AI readiness iSource: QSRs + Management Meeting Notes · AI sections
Medium
M&A / adjacency iSource: Investment Memoranda · strategic outlook
Low near-term

Data completeness by portfolio

Portfolio 1
70%
Portfolio 2
50%
Portfolio 3
55%

Top pricing opportunities

Lowest AI readiness scores

Highest revenue growth (NRG %)

ROIC ranking iSource: Financials · return on invested capital

Current IRR ranking iSource: Financials · internal rate of return

PP Multiple distribution iSource: Investment Memo · purchase price / IM revenue

Total revenue Source: Financials · FY2025 consolidated
$342.5M
NR 2026 forecast
Total EBITA Source: Financials · FY2025 consolidated
TBC
Pending full EBITDA data
Portfolio NRG Source: Financials · revenue growth bridge
7.2%
↑ vs 5.1% prior year
Avg BQR Source: Financials · recurring revenue analysis
38%
↑ vs 31% at acquisition
Avg ROIC Source: Financials · return on invested capital · confirmed actuals
Avg Current IRR Source: Financials · internal rate of return · confirmed actuals

Financial Scorecard — FY26 Outlook vs FY25 Actual

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Document Checklist

IM · PAR/MPAR · QSR · Financials by portfolio. On file · Pending Tyler · Needed · N/A · Flag – IL follow-up · In OPE.