Braiin Limited (BRAI)
NASDAQ: BRAI · Real-Time Price · USD
5.55
+0.11 (2.02%)
Sep 16, 2026, 2:45 PM EDT - Market open
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Planet MicroCap Las Vegas 2026

Jun 17, 2026

Summary

A global AI platform with strong growth in AgTech, customer experience, and PropTech, leveraging patented technologies and exclusive contracts to drive recurring revenue. Significant organic and acquisition-driven expansion is planned, with a focus on automation and actionable insights.

Moderator

He is presenting Braiin Limited. Thank you so much.

Speaker 2

Good afternoon, everyone. Today, we do a presentation on Braiin Limited. It's an Australian company which listed on the Nasdaq recently in February. Braiin Limited is a global AI platform company delivering automation and predictive analytics across precision agriculture, customer experience, and property technology. We are industry-agnostic, we are a platform AI company, and these are the three verticals that we do.

On the AI-enabled platform, we deploy proprietary AI and machine learning to traditionally analog industries. We have about 800 employees globally across U.S., Australia, India, Singapore, Sri Lanka, and the UAE. In the AgTech vertical, we use autonomous aerial robots, AI and machine learning-based analytics, and IoT integration to provide real-time insights into crop health, irrigation, soil conditions, pests, yields prediction, and weather risks.

In the customer experience sector, which is the CCaaS sector, we have AI-powered end-to-end solutions designed to transform how enterprises engage with customers and manage internal teams. In the PropTech space, we are mainly focused on AI-powered utility connections, bill comparison, and ongoing household expense management. We've been growing at about 20% year-over-year over the last three years, with a long-term revenue visibility through predominantly recurring revenue models.

The ticker is NASDAQ BRAI. This is today's data out there as of June 17th. By the numbers, as I said, we are about 800+ global employee headcount. About 10 IPs and patents portfolio, about 100 Fortune 500 customers. When I say it's across Fortune 500 customers in India and Fortune 500 customers in the U.S. We have 10+ global offices. We are following the fiscal year July 1 to June 30th.

This June 30th, we are estimating AUD 82.2 million in revenue, AUD 7 million in EBITDA, with about AUD 10 million in adjusted EBITDA. 20% is the growth. We have significant contracts in the AgTech space, AUD 33.34 million in binding contracts, and AUD 110 million in non-binding MOUs. Plus in the PropTech space, we have about exclusive contract for five and a half million homes in the U.K. Braiin is an applied AI ecosystem.

We have patented AI robotic platforms and solutions to generate actionable intelligence for intelligent decision-making across these three verticals. In agriculture, crop spraying, we use drones to do crop spraying. We do precision farming through crop and soil insights, smart farm solutions and insurance management and financial products, et cetera. I'll dig a little bit deeper into the customer experience space.

For B2B SaaS companies, customer acquisition costs can range from a few hundred to several thousand dollars, reflecting the high lifetime value of customers and complexity of sales cycle. The customer engagement issues with a customer experience domain can significantly impact business relationships. Lack of omnichannel support, poor resolution rates, lack of personalization, limited availability, and feedback loop deficiencies are some of the issues within this domain.

The customer retention issues in the customer experience domain often stem from inconsistent service quality and lack of personalized engagement. We have two products which are patented, and we have IP on. One is Innovista, which is AI-enabled customer experience offerings, which enables market segmentation, precision brand resonance amplification, optimal channel selection, which can help in significant reduction in customer acquisition costs, personalized experiences, omnichannel consistency, so on and so forth.

Radious, which is mainly the agentic AI piece, it orchestrates intelligent customer interactions. Secure, scalable, and reliable information-sharing business. Software automated by digital assistants. True omni platform. Provides agility. Transforms customer engagement strategy from multichannel to cohesive omnichannel.

Innovista, what we do is, to give you an example, if you are calling up Dell and you have some issues with your laptop and you call up and then you kind of sound agitated, automatically, we use a proprietary speech analytics, and it kind of props up and sends it out, escalates it to the supervisor based on how agitated the customer is, how valuable the customer is, so on and so forth. The same thing with call routing. We have proprietary technology in call routing.

In case you're calling up Dell and it's a busy time of the year, it's Thanksgiving season, it automatically routes the call based on how many agents are there, so on and so forth. The agentic AI piece in Radious is very interesting. We are converting a lot of the agents into agentic AI call centers, the traditional BPOs. We have IP and proprietary technology there. This has been a huge boost in the last six to eight months where we've kind of scaled up our business on this. In the precision Ag Tech space, obviously, let it be the growing markets like India, Sri Lanka, or even the developed markets, there's a huge shortage of labor and rising costs. Labor accounts for about 60% of the agricultural costs. There is stagnant yields and failing margins.

There is problem with worker safety, especially in the emerging markets where workers carry 40-pound backpacks on their back to do spraying, et cetera, inhale those fertilizers, have a lot of issues like bronchial asthma, et cetera. There is obviously erosion of the topsoil, water shortages, and climate changes. What we do is we have aerial drones, we have satellites, we have IoTs for ground data. We combine all these things together, stitch them into an orthomosaic, and then run our proprietary algorithms to determine problems related to water, fertilizer, disease, much before you can spot it with the naked eye and provide the farmers with actionable intelligence. We have three streams of revenue here. One is the insights that we provide. The second one is we use drones to do aerial crop spraying.

The third piece is we have contracts which are structured in such a way that we own the data. We do a lot of predictive modeling and provide financial and insurance products to the farmers because it's very difficult in emerging markets for them to get crop insurance or to get financing. As we said, most of our customers are large customers which are publicly listed companies in that geography. The minimum acreage is at least about 10,000 acres of farm, and we specialize mainly in organized crops in that area, which is tea, rubber, oil palm, so on and so forth. You can see that the increase in yields with using our product is about 20%-25%.

There's a dramatic improvement in worker safety because instead of using handheld backpack fertilizers, et cetera, where they kind of inhale those fertilizers and pesticides, in our case, we're using drones to do that. Usage of water reduces dramatically by about 85% and use of fertilizers and pesticides by about 50% by doing aerial crop spraying. Coming to the third vertical where we operate in, which is the PropTech and utility switching services. It's pretty fragmented. Just to kind of wind back on this is not a very popular service in the U.S., but in the Western countries, which are English-speaking like U.K., Australia, New Zealand, it's a very highly deregulated market.

When you look at the U.S., you're pretty much looking at energy services, which is Con Edison, if you're living in the East Coast, but you have at least about 20 different energy providers in these countries. There is a lot of competition. What we do is we use our AI-powered utility switching services and connecting services. If you are a renter or you own a home and you are moving from one place to another place, you could easily switch by seamlessly without having to pick up your phone and call Con Edison or call Spectrum or Verizon or anyone to switch your broadband services. All those services can be actually done by just clicking a button, and in 30 seconds you can switch.

If you're moving from place A to place B and you put in the address and you say, "26th of June is when I'm moving," you can just actually look up. It'll provide you all the data. The AI-powered engine will give you, based on your usage, what are the best services. You can select the same service and just switch, or you could change your services. It can show you the cost savings, so on and so forth. That is ideally what we do. We have an exclusive contract in that for about five and a half million rental homes in the U.K. In the U.K., unlike what it is in the U.S., when you actually rent a property, you don't give the security deposit to the landlord. You give it to a government agency called TDS.

One of the reasons is because they've seen a lot of litigation when a renter is vacating, the landlord is not returning the deposit. He says there's a damage to the property, so on and so forth. They give the security deposit to the government agency, and at the end of the lease, they send somebody across, a home inspector to review the property and based on the damages, et cetera, or if there's no damage, the security deposit is returned. We have an exclusive contract, which is signed a few months ago with TDS to market our AI-powered services to 5.5 million rental homes in the U.K. Generally, our conversion rate has been about 15%-20%. We do that. It's a smart connect platform. It's hyper-personalized matching, seamless bill management, and global deployment. This is where we are.

In the last three years, you can see from 2022, we were about AUD 40 million in revenue, growing to about AUD 51.8 million in 2023, AUD 66.9 million in 2024 and AUD 73.4 in 2025. Since we are a July to June fiscal year, we expect it to be about AUD 82.2 million. On the right side, you could see the adjusted EBITDA margins.

We've been reinvesting a lot on product development with agentic AI, et cetera, so we expect that margin to go up as well. On top of the scaling up of the business, which with about AUD 35.5 million in binding contracts and AUD 110 million in MOUs, which we would be kind of converting over the next 12 months. Plus, we also have the five and a half million homes that we'll be converting. Typically, the conversion rate we're looking at in the first year to convert about 900,000 homes.

Generally, over a life cycle of about five to six years, we generate about GBP 1,000 per home. We have a very strong internal M&A team of private equity folks. At this point in time, we are looking to use the public currency to be able to do acquisitions. Currently, we are in discussions and doing about 30+ evaluations of deals ranging anywhere from about AUD 300 million in revenue down to about AUD 25 million in revenue with very high EBITDA margins. We focus on growth. We focus on very synergistic companies. We are a platform AI company, so we want to scale up in that aspect. This is the management team. I have a background. I served in the Indian Air Force before, and then I've had a couple of exits before this. We started Braiin in 2015, so it's been about 10 years.

The President and COO has a lot of experience in the PropTech space. He exited his company to Origin Energy, one of the largest energy providers, about two and a half years ago for about AUD 100 million cash deal. We have a CFO who has extensive experience in public markets.

There's a gist of where we are. We are an AI-enabled platform company. We have an AgT ech platform. We have a customer experience platform, a PropTech platform, and we've been growing at about 25%-30% year-over-year over the last three years with long-term revenue visibility. I've finished my presentation, and I'm happy to take on any questions if you guys may have. Yes, please. At the back. Yep. The AgT ech platform, we have three streams of revenue.

One is we use satellite imagery, drone imagery, IoTs, and then with all the data that we collect, we stitch them together into an orthomosaic and run our proprietary algorithms to determine problems related to water, fertilizer, disease much before it's spotted by the naked eye and provide the farmers with actionable intelligence. That is one piece. The second piece that you're talking about is using the drones to carry out aerial crop spraying, precision spraying. There we have two patented technologies. One is the vectorized spraying, and the other one is automatic refueling of the tanks for the drones. No, we're using that. I'll just give you what vectorized spraying does is something very different.

We do mainly in tea crops. We don't do in every other crop because it's very difficult because you need a lot of data to be able to provide predictive analytics on crops. What we do is we specialize in tea. We've been doing it for many years. Vectorized spraying is the drone has When you're spraying, it calculates the wind speed, et cetera, to ensure that it's not spraying out of the crops. That is what is vectorized spraying. The one that you're talking about on the precision farming part of it, when we do all this imagery using satellites and drones, et cetera, we have an agronomist who's also there who looks at it, and then we do that precision spraying, looking at weedicides, et cetera, not doing carpet spraying. That we are actually doing very precision spraying.

That is something that we do, but that is used using AI and machine learning algorithms after we do the mapping part of it. No, our business is split about 60% is customer experience, 20% is Ag Tech, and 20% is PropTech. Next one. The agentic AI piece. Yesterday we signed a contract to convert a major Australian enterprise from traditional BPO to fully automated agentic AI. Initially, we're doing about 1,600 seats, converting them into fully agentic AI call centers, and then we'll scale up. Yes, please. The three platforms are geographies. The platforms are 60% customer experience, 20% is Ag Tech, and 20% is PropTech. Right. The geography is about close to 50% in Australia and about 40% in India, and the rest is spread over other geographies.

U.S., we are currently talking in the PropTech space to some major players, and we are also doing a lot of stuff in the customer experience space. At this point in time, we are generating about close to 2%-3% in the U.S. Any other questions? Okay. Please go ahead. The big catalysts are number one, we have five-year contracts on the Ag Tech space for about AUD 35 million, plus about AUD 110 million in MOUs. We've chosen not to sign those AUD 110 million into MOUs because we feel we'll gradually scale up, and it'll be, because we do it at a CapEx and OpEx, part of it is taken by us. It's a subscription model. We want to be a little slow on that. Plus the 5.5 million homes.

All this will actually ensure that the organic growth is about more than 30% that we've been achieving over the last three years. Plus, we are looking to grow maybe another 60%-70% with acquisitions. The next two, three years, we're going to see some significant acquisitions as well because we want to use the public currency, since we are listed, to be able to do those acquisitions. Okay. If there are no more questions, then we'll wind up. Thank you so much for attending this. Thank you. Appreciate it.