PayPoint (LSE:PAY), the UK-listed payments and services group, hosts its Capital Markets Day today, with the company intending to detail growth targets for the four business units created under its March 2026 reorganisation.
Digital Payments & Open Banking is targeted to more than double net revenue over four years, implying compound annual growth above 20%, up from £13.3m in FY26.
Network Services, PayPoint's largest unit with FY26 net revenue of £92.4m, is targeted to grow underlying net revenue by 5-10% a year, with Community Banking and Digital Engagement flagged as key drivers.
Love2shop, which generated £53.5m of net revenue in FY26, will focus on lifetime value across billings, while Merchant Services, at £31.6m, is working through a strategic reset and will launch Handepay Connect in the fourth quarter.
These targets sit beneath PayPoint's existing medium-term ambition of 5-8% annual net revenue growth, first set out alongside its FY26 results in June, when underlying profit before tax reached £69m.
"We have simplified PayPoint into four scaled business units, creating clearer accountability, sharper strategic focus and a stronger platform for growth," said chief executive Nick Wiles.
The group confirmed its £30m annual share buyback programme will continue through to March 2028, building on the £50m already returned since the programme began, and said dividend cover is moving towards approximately two times.
Trading since PayPoint's 29 July trading update has continued in line with expectations, with performance still expected to weight towards the second half of the financial year to March 2027.