Capital Access Group Flash Notes | Craneware: FY26 results – 340B impact severe
While Craneware reported top line results for the year to June in line with previously updated guidance, the impact of the disruption in the operation of the 340B drug programme in the US has proven much more severe than previously anticipated and the full impact of the cyber security incident has yet to be quantified. Consequently, Management are now guiding to revenue of cUS$185m for FY27, in line with Craneware’s Annual Recurring Revenue (ARR). Further to guidance, we have reduced our revenue estimate for FY27 by 17% or US$39m with a knock-on impact across our forecasts. Multiple…
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