Australia · Delayed Price · Currency is AUD Kinatico Earnings Call Transcripts
Fiscal Year 2026
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SaaS revenue grew 27% year-over-year, now making up 61% of total revenue, while EBITDA rose 30%. Despite macroeconomic headwinds and a short-term dip in transactional revenue, a strong sales pipeline and proprietary AI developments support continued growth.
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AI is driving operational efficiencies, margin expansion, and innovation across diverse business models, with defensible moats shifting from technology to data, networks, and regulatory advantages. Companies are leveraging AI for both cost savings and revenue growth, while client expectations for speed, quality, and price are rising.
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SaaS revenue grew 50% year-over-year, with net profit more than doubling and strong free cash flow. The AI-native KC platform expands the addressable market, driving a robust pipeline and early SMB adoption, while operational efficiency and responsible AI practices underpin future growth.
Fiscal Year 2025
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Revenue grew 12% to AUD 32.1 million, with strong SaaS momentum and EBITDA up 19%. Compliance X launched, targeting both enterprise and SME markets, and management expects sustained growth and international expansion.
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Revenue rose 49% to AUD 15.6M and EBITDA increased 10% year-over-year, driven by strong operational cash flow and the launch of ComplianceX, a SaaS compliance platform targeting a growing regtech market. The company remains cash-accretive and plans international expansion.
Fiscal Year 2024
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Record FY24 results with $9.7M SaaS revenue, $4.2M cash flow, and 200% ROE growth. SaaS now 38% of revenue, targeting 80% in three years, with strong new wins across sectors and continued investment in technology and operational efficiency.