DXN Limited Earnings Call Transcripts
Fiscal Year 2026
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Revenue fell 63% YoY to AUD 1.7M due to project delays, but a strong AUD 14.5M backlog and resumed projects are expected to drive growth in the second half. Expansion into Indonesia via a joint venture and growing DCAS recurring revenue position the business for future stability and diversification.
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Q1 FY26 revenue was under AUD 1 million due to project delays, but backlog remains strong at nearly AUD 12 million and new contracts are being secured. Management is optimistic for FY26, with a robust pipeline, expanded sales team, and growing demand in modular and DCaaS segments.
Fiscal Year 2025
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Q3 revenue reached AUD 2.5 million, with modular projects as the main driver and a strong cash position of AUD 3.2 million. The company reaffirmed FY25 revenue guidance of AUD 16 million, citing a robust pipeline in AI, DCaaS, and landing stations, despite project delays and rising costs.