CMC Markets raises FY2027 guidance to at least £550M on B2B growth

CMC Markets PLC raised its FY2027 net operating income guidance to at least £550 million, citing exceptional B2B platform growth.

"The strength of this performance reflects the scale of our B2B platforms driving operational gearing and delivering higher profit margins," the company said in a statement.

The new forecast exceeds the prior range of £460 million to £480 million provided at the FY2026 results in June. The London-listed online trading group also guided for EBITDA of £250 million, while keeping operating expenses excluding variable remuneration at approximately £280 million.

Shares surged more than 20% to 562.5p on Wednesday, their biggest single-day gain in months. The upgrade signals that CMC's pivot toward institutional partnerships is generating higher margins as income growth outpaces a largely fixed cost base.

The company said its B2B platform business is well positioned to scale, with several important milestones expected over the next 12 months and a continuous pipeline of new opportunities. CMC Markets, founded in 1989, serves retail and institutional clients across 12 countries including the UK, Australia, Germany and Singapore.

The guidance raise comes after the group reported FY2026 net operating income of £392.6 million and profit before tax of £101.3 million. Management has been investing in its technology platform and product offering to strengthen its position across global financial markets.

The upgrade signals that management expects B2B momentum to accelerate through FY2027. Investors will watch the half-year results on 19 November 2026 for evidence of margin expansion and new partnership wins.

This article is for informational purposes only and does not constitute investment advice.