Australia · Delayed Price · Currency is AUD EML Payments Earnings Call Transcripts
Fiscal Year 2026
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FY 2026 saw revenue and EBITDA declines due to slower customer onboarding and softer trading, but cost control and restructuring improved operational resilience. Strong pipeline, new product launches, and Project Arlo underpin a positive outlook, with EBITDA and free cash flow expected to improve in FY 2027–28.
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H1 FY26 saw revenue and EBITDA decline due to client terminations and lower interest income, but operational efficiency improved and the sales pipeline grew. Project Arlo's rollout and new product initiatives are on track, with guidance narrowed and FY28 targets reaffirmed.
Fiscal Year 2025
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Transformation strategy and leadership overhaul drove improved customer renewals and new business wins, with revenue up 9% and underlying EBITDA up 13% year-over-year. Project Arlo and a strengthened balance sheet position the company for double-digit growth, despite a statutory loss from non-recurring items.
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Revenue grew 15% year-over-year with strong EBITDA and a return to profitability, driven by improved interest income and operational efficiency. The business is focused on growth, new verticals, and a unified tech platform, with FY 2025 guidance reaffirmed.
Fiscal Year 2024
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Underlying EBITDA rose 34% to AUD 49 million on 18% revenue growth, with strong segment performance and improved margins. Strategic actions included the PCSIL wind-down, Sentenial sale, and new debt facilities, positioning for growth in FY2025.