AI Data Transformation Accelerating Generative AI Pivot

Target Price: A$1.85 | May 17, 2025 | Current Share Price: A$1.23

Investor Profile Snapshot

INCOMEVALUEGROWTHQUALITYTHEMATIC
★☆☆☆☆ 20%★★☆☆☆ 40%★★★★☆ 80%★★★☆☆ 60%★★★★★ 100%

Note: This report provides analysis and commentary based on public information and is not intended as investment advice. Investors should conduct their own research and consult with financial advisors before making investment decisions.

Latest Update - FY25 AGM Key Takeaways

  • FY25 revenue guidance of $235-260 million with positive underlying EBITDA
  • Ambitious long-term targets of >20% 3-year revenue CAGR to FY27 and 10% EBITDA margin
  • Generative AI contribution accelerated to 28% of revenue in H2 FY24 (up from 15% in H1)
  • China segment maintained strong momentum with 71% growth in FY24
  • New sales leadership from "high-profile AI services company" starting mid-June
  • Global Product revenue growth of 221.9% highlights increasing platform adoption