)
COSOL (COS) investor relations material
COSOL AGM 2026 summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Opening remarks and agenda
AGM opened at 10:02 a.m. with a quorum; formal business was followed by an interim CEO business update and stakeholder Q&A.
Notice dated 12 October 2026 covered seven business items; the 30 June 2026 annual report was tabled for discussion.
Financial performance review
FY26 followed a difficult FY25; the Chair called operating performance unacceptable and attributed the share-price decline to poor execution rather than external factors.
FY27 H1 revenue expected flat; statutory EBITDA forecast at AUD 3.3m–3.6m, up AUD 700k from H1 FY25, and underlying EBITDA at AUD 3.6m–3.9m excluding AUD 300k restructuring costs.
Management said H1 earnings were improving, but profitability remained below an acceptable level; improved earnings per share and margins are key turnaround measures.
Australian systems and advisory were the main drag amid lost and delayed contracts; AMS revenue was described as down AUD 10m, or 25% of revenue.
Board and executive committee updates
Two new board members are being sought to add skills, experience and networks, ideally in the March quarter; renewal will be gradual to retain corporate knowledge.
The board expects to appoint a permanent CEO by end-February 2027, ideally sooner; Scott McGowan stepped down as CEO after 10 years and returned to strategy and solution design.
Geoff Lewis will remain Executive Chairman through end-2027 to provide greater support and resources for the turnaround; his annual remuneration is AUD 300,000, with no planned change.
Anthony Stokes, interim CEO since August, was credited with reducing the cost base in H2 FY26.
- H2 FY26 margin recovery and new contracts set up profitable growth for FY27.COS
H2 2026 - Revenue and EBITDA declined sharply, but digital and SaaS growth and new contracts support H2 rebound.COS
H1 2026 - 15% revenue growth, strong recurring income, and new North American contracts drive outlook.COS
AGM 2025 Presentation - 15% revenue growth and margin focus set the stage for double-digit earnings in FY26.COS
H2 2025 - Robust financial growth, strategic acquisitions, and all key resolutions passed decisively.COS
AGM 2024 - Acquisition of Toustone accelerates data-driven growth and boosts recurring revenue streams.COS
Investor Presentation - Consistent growth, digital innovation, and a blue-chip client base drive high-margin recurring revenue.COS
Investor Presentation - Record revenue of $101.9m, strong EBITDA margin, and positive FY25 growth outlook.COS
H2 2024 - Double-digit revenue and profit growth, digital expansion, and strong outlook for H2.COS
H1 2025
Next COSOL earnings date
Next COSOL earnings date
AI chat
Ask anything. Verify everything.
Ask across every event and document from public companies. Each answer links back to the exact line in the transcript, slide or filing it came from.Learn moreFind what matters
AI across all first-party IR material. Live calls, transcripts, slides, filings.)
Trust every finding
50m+ first-party documents. Every output traceable to its source.Automations
Zero in on what matters
Define the prompt once. It runs the moment a company publishes or on a schedule you set. Outputs map to the exact signals you choose.Learn more)
Event-triggered research
Runs when a company publishes new material. Trigger on the first published document for the earliest possible run, or wait for a specific one.)
Scheduled research
Runs on a recurring cadence you set. Daily, weekly, monthly, or quarterly, for aggregate reads across a period rather than a single event.Live audio & transcripts
Be first
Join any earnings call live in one click, with no manual registration. Follow the transcript as it happens and jump straight to the moments that matter.Learn more)
Live earnings calls
Join any call in one click. The audio keeps playing while you work elsewhere in Quartr.)
Live transcripts
Speaker-by-speaker, in real time. Searchable across every live and historical call.Quartr MCP connects your AI environment to 17K+ public companies
Quartr's AI stands out because it only pulls clean, first-party data from public companies. In investing, that's everything.
Jamie Ross
Investment Manager, GAM Investments
Research that used to take hours now takes seconds with Quartr Pro. Tracking shifts in tone or extracting tables, it's as simple as typing a query.
Tom O'Hara
Investment Director
Before Quartr we spent hours manually compiling insights through the peer earnings cycle. Now, these tasks are done faster, with greater precision.
Gregg Lampf
VP of Investor Relations
Being able to ask specific questions across years of transcripts and reports and instantly get verified answers is a game-changer.
Pontus Dackmo
CEO & Investment Manager
)
)
)
)