UK's Softcat boosts profit guidance on strong corporate demand for AI tech - Finance news and analysis from Global Banking & Finance Review
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UK's Softcat boosts profit guidance on strong corporate demand for AI tech

Published by Global Banking & Finance Review

Posted on May 22, 2026

2 min read

· Last updated: May 22, 2026

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Softcat Lifts Annual Profit Guidance Amid Soaring Corporate Demand for AI Tech

Softcat's Financial Performance and Market Drivers

May 22 (Reuters) - British IT firm Softcat on Friday raised its annual profit forecast on strong corporate demand for AI infrastructure and as customers rush orders to evade shortages in global memory chips.

Technology infrastructure firms have benefited from an exponential growth in demand for AI-related products, as companies increasingly incorporate artificial intelligence in their operations.

Key Details of Softcat's Profit Guidance Update

Here are some more details:

Profit Growth Expectations

• Marlow-based firm said it expects mid-teens growth in annual adjusted operating profit above the previously guided high single-digit growth

Performance in the Third Quarter

• Group said it delivered double-digit year-on-year growth in gross profit and adjusted operating profit in the third quarter as customers ordered products in advance, to sidestep global supply constraints in memory chips

Market Challenges and Supply Constraints

Global Memory Chip Shortages

• Memory chipmakers have struggled to keep up with the global requirement for their equipment as competition among tech service providers and product developers intensifies.

Softcat's Response to Market Uncertainty

• The company, which provides IT services and infrastructure, said it was aware of the uncertainty caused by the ongoing memory shortages and macroeconomic environment.

(Reporting by Simone Lobo in Bengaluru; Editing by Harikrishnan Nair)

Key Takeaways

  • First‑half FY2026 underlying operating profit soared around 27%, with broad‑based growth across hardware, software and services driven by AI‑related infrastructure demand and memory shortage‑led pre‑orders. (investegate.co.uk)
  • Revenue metrics were strong: gross invoiced income rose 33.3% to £2,008.6 m, revenue was up 53.5% to £837.5 m, and gross profit gained 22.6%, reflecting robust execution and strategic investments. (investegate.co.uk)
  • Softcat cautioned that memory supply constraints and tougher year‑on‑year comparisons in the second half could temper momentum, yet sees long‑term opportunity given the early stages of AI adoption. (marketscreener.com)

References

Frequently Asked Questions

What growth did Softcat report in its third quarter?
Softcat reported double-digit year-on-year growth in both gross profit and adjusted operating profit in the third quarter.
How have memory chip shortages affected Softcat's business?
Customers ordered products in advance to sidestep supply constraints in memory chips, leading to increased sales for Softcat.
What factors are driving increased demand for Softcat's services?
The exponential growth in demand for AI-related technology and ongoing global memory chip shortages are driving demand for Softcat's services.
Where is Softcat based?
Softcat is based in Marlow, United Kingdom.

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