ImExHS Earnings Call Transcripts
Fiscal Year 2025
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Revenue rose 10% to AUD 29 million and underlying EBITDA more than tripled to AUD 1.6 million, driven by strong ARR growth and operational improvements. FY 2026 guidance targets further EBITDA gains, cash positivity, and accelerated software revenue, with growth weighted to H2.
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Q3 marked a financial turning point with ARR up 24% year-over-year and positive cash flow. AQUILA+ software and disciplined cost management drove margin gains, while new pricing segmentation and partner channels strengthened the pipeline. Guidance for FY revenue and EBITDA was reaffirmed.
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Aquila Plus drove ARR growth with new wins in Colombia and Mexico, while revenue rose 4% year-on-year to $13.7 million and ARR reached $32.8 million, up 11%. FY2025 guidance projects revenue of $27.5–$28.2 million and EBITDA of $1.3–$1.6 million.
Fiscal Year 2024
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Revenue grew 34% year-on-year to AUD 26.5 million, with 97% recurring and ARR up 20%. Software and radiology services segments both saw double-digit growth, while disciplined cost control and new contracts supported margin improvements.
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Revenue grew 57% year-on-year to AUD 13.8 million, with ARR up 21% and recurring revenue at 95% of total. Margin improvement, price increases, and upselling are key focuses for the second half, with FY 2024 revenue forecasted at AUD 24–27 million.