hipages Group Holdings Earnings Call Transcripts
Fiscal Year 2026
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Delivered strong FY 2026 results with 9% revenue and 17% EBITDA growth, driven by platform expansion, AI innovation, and the VIZ Insurance acquisition. FY 2027 guidance targets 9%-11% revenue growth and 25%-27% EBITDA margin, with upside from new verticals not yet included.
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Double-digit revenue and EBITDA margin growth were delivered, with strong cash generation and ARPU gains. Guidance reflects macro softness and algorithm impacts, but H2 and FY2027 are expected to see renewed momentum as platform enhancements and AI features drive value.
Fiscal Year 2025
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The AGM highlighted strong financial growth, successful platform migration, and a focus on AI integration and cyber resilience. All resolutions, including director re-elections and equity grants, were put to a poll, with results to be announced to the ASX.
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Strong recurring revenue and ARPU growth drove double-digit revenue and record EBITDA margin, with robust free cash flow and no debt. Strategic milestones included full migration to STP, subscription model expansion, and new product launches, supporting a positive FY 2026 outlook.
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Key strategic migrations in Australia and New Zealand drove double-digit recurring revenue and ARPU growth, with EBITDA and free cash flow also rising. FY 2025 guidance was upgraded, supported by strong engagement, retention, and a robust, debt-free balance sheet.
Fiscal Year 2024
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Record revenue and EBITDA growth were achieved, driven by platform enhancements and the launch of Tradiecore. Strategic focus remains on technology adoption, expanding the tradie and homeowner platforms, and maintaining strong cybersecurity. Voting was completed with no questions raised.
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FY 2024 saw double-digit revenue and EBITDA growth, a return to positive free cash flow, and the successful launch of Hipages Tradiecore. The business enters FY 2025 with strong liquidity, no debt, and guidance for further revenue and margin expansion.