Transense Technologies plc (AIM:TRT)
London flag London · Delayed Price · Currency is GBP · Price in GBX
60.00
-2.00 (-3.23%)
May 8, 2026, 2:38 PM GMT

Transense Technologies Earnings Call Transcripts

Fiscal Year 2026

  • SAWsense and Translogik delivered nearly 40% combined revenue growth year-on-year, offsetting much of the impact from a 40% reduction in iTrack royalties. Gross margins remain strong at 90%, with robust cash headroom and a healthy pipeline supporting confidence in long-term growth targets.

Fiscal Year 2025

  • AGM 2025

    The meeting confirmed strong shareholder support for all resolutions, including director re-elections, auditor reappointment, and share capital authorities. A trading update reaffirmed market expectations and highlighted new development projects, with interim results due mid-February.

  • Revenue grew 33% year-over-year, with SAWsense up 149% and Translogik up 18%. Gross profit margin neared 90%, and strong cash flow supported investments in production and technology. The outlook is positive, with doubled order books and a robust pipeline for FY 2026.

  • Revenue grew 36% year-over-year, with strong gains in both SAWsense and Translogik, supported by strategic investments and new distribution deals. Outlook is for a near doubling of H1 revenue in H2, with robust pipelines and cost base now set for scalable growth.

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