RedCloud Holdings plc

RedCloud Holdings plc develops and operates the RedAI infrastructure and related products, which facilitate the trading of everyday fast-moving consumer goods (FMCG) products across business supply chains. The company operates in Nigeria, South Africa, Argentina, Brazil, and through joint ventures in Türkiye and Saudi Arabia. RedAI addresses inefficiencies in how purchase and sales data is shared among manufacturer brands, distributors, and retailers in high-growth consumer markets. For the year ended December 31, 2025, RedCloud Holdings plc generated approximately $48.5 million in revenue, a 4.4% increase year-on-year. Total Transaction Value (TTV) grew 31% to $3.2 billion, supported by a network of over 1,017 active distributors and 68,089 active retailers. The company collects, cleanses, and aggregates transactional and behavioral data at scale through trade facilitation. Cumulative trades across RedAI reached $6.9 billion between January 2023 and December 2025, establishing a proprietary data foundation that provides market-level insights. This data foundation underpins the company's AI-focused product strategy. RedCloud Holdings plc has increased research and development (R&D) and product investment in user applications and agentic AI. The company monetizes its dataset through AI-powered recommendations and predictions that assist FMCG and supply chain professionals with planning, operations, and sales. This includes specialist AI agents for optimum inventory levels, economic order quantities (EOQ), and product mix for downstream customers. The RedAI infrastructure has been sold on a consumption-based model, with transaction-based revenue charged to brands and distributors. As the product portfolio becomes more intelligence-driven, the company expects to monetize decision intelligence through a combination of subscription revenue and transactional revenue from trading decisions executed on its network.