Australia · Delayed Price · Currency is AUD Energy One Earnings Call Transcripts
Fiscal Year 2026
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Strong FY2026 results featured 17% recurring revenue growth, robust margin expansion, and validation of the one-stop-shop strategy. The GMSL acquisition will double the European customer base, deliver immediate EPS accretion, and position the company for accelerated growth in expanding energy markets.
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Strong organic growth in revenue and profitability, with ARR up 17.4% and recurring revenue at 91%. Europe and Australia both delivered double-digit ARR growth, supported by multi-product wins and AI-driven productivity. ISO/IEC 27000 certification and a robust pipeline position the business for continued expansion.
Fiscal Year 2025
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Revenue and ARR grew 17% and 22% year-over-year, with margin expansion in both Australia and Europe. Strong cash flow enabled debt reduction and ongoing dividends, while continued investment in technology and cybersecurity supports future growth.
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Record half-year results driven by 14% revenue growth, 18% ARR increase, and margin expansion, with strong performance across Australia, Europe, and the UK. Ongoing investment in innovation, cybersecurity, and staff engagement supports a 15–20%+ organic growth target.
Fiscal Year 2024
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Revenue and ARR grew strongly year-over-year, with recurring revenue up 19% and net debt down 28%. Europe led segment growth, while Australia remained stable; margin and profitability improvement are key FY 2025 goals. The business is well-positioned for renewables and global expansion.