Vercom S.A.

🏛️ Leading brokerage houses issue BUY recommendations for Vercom! 📈 In recent days, top brokerage houses in Poland have published their 2026 equity market outlooks. We are proud to share that Vercom has once again been highlighted as a company with exceptionally strong growth potential. Below is a summary of the latest recommendations: ▪️ DM Pekao: Target price raised to PLN 156.5 (from PLN 145.7) – Buy ▪️ DM BOŚ: Target price raised to PLN 156.0 (from PLN 136.0) – Buy ▪️ IPOPEMA: Target price raised to PLN 156.0 (from PLN 145.6) – Buy ▪️ DM mBank: Target price raised to PLN 147.0 (from PLN 139.0) – Buy Analysts point to several drivers supporting Vercom’s strong momentum in the coming years, including: 👥 Accelerated acquisition of new paying customers and pricing optimization opportunities in MailerLite. 🌎 International expansion of MessageFlow and growing adoption of new communication channels, particularly RCS and OTT. 🤖 Increasing adoption of AI, improving both operational efficiency and the value of our solutions. After three successful quarters, we are also close to achieving our ambitious 2025 financial targets — paving the way for another record dividend.

📈 BM Pekao S.A. has raised the target price for Vercom shares to PLN 156.50 – implying over 25% upside potential! Emil Popławski sees the potential for sustained double-digit profit growth supported by multiple growth engines: ✨ Accelerating customer growth in MailerLite – a record-high inflow of new paying clients confirms growing demand and effective pricing model. ✨ Expanding total addressable market – product development and new features open additional monetization layers and broaden MailerLite’s offering. ✨ Increasing adoption of AI – enhances efficiency, improves customer experience, and enables automation at scale, supporting both margin expansion and future product innovation. Potential growth catalysts also include expansion of the international footprint in MessageFlow, exploration of significant pricing gap vs. key competitors in MailerLite to drive ARPU and M&A opportunities. 

🚀 Record-high customer acquisition driven by the increasing adoption of AI! ✅ The acceleration of growth dynamics in Q3 2025 is visible across the P&L: 💰 PLN 65m Adjusted Gross Profit (+18% YoY) 💰 PLN 35m Adjusted EBITDA (+23% YoY) 💰 PLN 25m Adjusted Net Profit (+29% YoY) 👥 Q3 was also a record quarter in terms of customer acquisition, with over 11,000 new customers added — 3x more than the average for the previous four quarters. It provides a solid foundation ahead of the upcoming peak sales season. ✨ We have also unlocked the power of AI for MailerLite customers as now they can use tools such as ChatGPT to automate tasks and work even more efficiently. ➡️ To download the Q3 2025 presentation, please use the link below: https://lnkd.in/dKaRJ5du

🚀 Join us this Thursday for a webinar with the Management Board of Vercom S.A.! 📆 Thursday, November 6th, 2025 🕐 12:00 CET Tune in to Vercom’s upcoming earnings conference, as we present our financial results for Q3 2025 and discuss the Group's achievements, strategic partnerships, and ambitious goals for the future. The presentation will be hosted by: ▪️ Krzysztof Szyszka – CEO ▪️ Tomasz Pakulski – COO Enterprise ▪️ Łukasz Szałaśnik – CFO ➡️ To register for the webinar, please use this link: https://lnkd.in/dfTayHfc #VercomResults #ScaleBeyond #CPaaS #Growth #Q3

W ostatnim tygodniu objęliśmy nasz zespół działaniami w ramach Tygodnia Zdrowia. To inicjatywa, której celem było zadbanie o dobrostan i zdrowie naszych pracowników. W ramach wydarzenia zorganizowaliśmy szereg aktywności i atrakcji zdrowotnych dla osób pracujących stacjonarnie w biurach w Krakowie i Poznaniu, a także zadbaliśmy o tych, którzy pracują zdalnie, przekazując im vouchery zdrowotne, umożliwiające skorzystanie z wybranych usług prozdrowotnych w ich lokalizacji. Tydzień Zdrowia był doskonałą okazją, by przypomnieć, jak ważna jest równowaga między pracą a dbaniem o ciało i umysł – niezależnie od miejsca, w którym pracujemy. Program tygodnia obejmował: - Webinar wellbeingowy z fundacją Wise Future University - „Rodzicielstwo oparte na uważności” z Anna Polak (she/her), który otworzył nasze wydarzenie i był kolejnym z całego cyklu webinarów wellbeingowych w Vercom. - Badania profilaktyczne krwi w naszych biurach dzięki uPacjenta.pl-  a dla osób zdalnych przygotowaliśmy vouchery na badania. - Webinar z lekarzem, który opowiedział, jak interpretować wyniki badań, jak często je wykonywać i podzielił się praktycznymi wskazówkami dotyczącymi dbania o zdrowie. Dziękujemy wszystkim, którzy wzięli udział i zadbali o siebie w tym wyjątkowym tygodniu! 🌿

🚀 From a software house to the #1 CPaaS company listed on the Warsaw Stock Exchange (WSE) – Interview with co-founder & CEO Krzysztof Szyszka! 💬 In the latest interview, Krzysztof Szyszka shared the story of Vercom from its early days, business philosophy, and vision: The business idea was born from a simple belief — technology should help other entrepreneurs grow. What started as a small software house evolved into a scalable communication platform with global ambitions. “Software houses don’t scale easily. We needed our own platform — a recurring source of profit that could grow faster.” That decision transformed Vercom into what it is today: a resilient and diversified business growing ~50% annually for the past 20 years, combining organic growth and M&A.   ➡️ You can listen to the full conversation below: https://lnkd.in/d33bQnTt

📈 DM mBank upgraded Vercom’s target price to PLN 147 – implying nearly 20% upside potential! We see this upgrade as a strong vote of confidence in our strategy, innovation, and long-term vision. 🔎 Analysts point out several growth catalysts, including: ✨ Continuous evolution of products and services supports growth and strengthens customer engagement. ✨ Strategic partnerships are enhancing Vercom’s reach and supporting scalable growth across global markets. ✨ Strong outlook on the performance of the SME segment.

🚀 Vercom has initiated a share buy-back at a 25% premium to the pre-announcement price!   💲 Last week we launched a share buy-back at PLN 150 per share, which implies a 25% premium to the pre-announcement price. As a result, the total buy-back value may reach up to PLN 30m. The shares acquired in the buy-back can be used, inter alia, to meet obligations towards employees who participate in the ESOP for 2025-2028.   📆 Buy-back schedule: ▪️ September 15th, 2025: Last day to tender shares for buy-back ▪️ September 19th, 2025: Settlement date   🍾 Together with the PLN 45m dividend payout from the 2024 net profit, total distributions to shareholders this year might reach a record-high value of PLN 75m!

🚀 100k clients achieved, Q2 2025 performance in line with the targets!   ✅ We have successfully closed Q2 2025, in line with the target growth trajectory for 2025: 💰 63m PLN Gross Profit (+14% YoY) 💰 33m PLN Adjusted EBITDA (+21% YoY) 💰 23m PLN Net Profit (+24% YoY) ➡️ To find out more about the recent developments and exciting outlook for the second half of the year, please download the Q2 2025 presentation using the link below: https://lnkd.in/db9XNbDd

📈 Vercom S.A. named one of the Top Picks for September 2025 by DM BOŚ DM BOŚ has selected Vercom S.A. as one of its top stock picks for September 2025, highlighting our potential to outperform market growth. 🔍 According to the analysts, Vercom’s strong fundamentals and earnings outlook are not yet fully reflected in current valuation, signalling significant upside potential. We see this recognition as a vote of confidence in our strategy, innovation, and long-term vision. #Vercom #Growth #Technology