Australia · Delayed Price · Currency is AUD Intelligent Monitoring Group Earnings Call Transcripts
Fiscal Year 2026
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Underlying EBITDA rose 9.7% to AUD 19.2 million, driven by strong Australian organic growth and recent acquisitions, offsetting a weak first half in New Zealand. The business is on track for full-year guidance, with a robust pipeline, accelerating video monitoring adoption, and a strong balance sheet.
Fiscal Year 2025
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The acquisition of two New Zealand businesses expands scale and recurring revenue, strengthens market leadership, and enables cross-selling of advanced security technology. Funded by cash and debt, the deal is highly accretive and positions the company for long-term growth and margin improvement.
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Acquisition of BNP Securities for AUD 4.2 million provides a platform to expand into patrol and guarding, leveraging AI-driven video monitoring to disrupt traditional security models. Integration is expected to improve margins, enable pursuit of large tenders, and support national growth ambitions.
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FY2025 saw revenue rise to $174M and adjusted EBITDA reach $38.4M, with strong cash flow and a robust commercial pipeline. The acquisition of Western Advance expands sector reach, while AI-driven video monitoring and recurring revenue streams position the business for continued growth.
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Annual revenue grew 49% to $7.3 million, with North American sales up 76%. Key clinical milestones are expected in late 2025, including major U.S. military study results and new product launches, supported by recent capital raising.
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Adjusted EBITDA reached AUD 17.5 million for the half, with strong revenue growth from both acquisitions and organic expansion. Major refinancing will halve finance costs, and the new video guarding service is driving high-value growth, positioning the business for a robust FY 2026.
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Quarterly results showed strong cash flow, EBITDA growth, and successful integration of acquisitions. Digital video guarding technology drove customer wins and operational improvements, with guidance maintained and a robust outlook for further growth.