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COSOL
COSOL (COS) investor relations material
COSOL H1 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.H1 2026 earnings summary25 Feb, 2026
Executive summary
Revenue declined 14.1% year-over-year to $49.6m, ending a previously strong growth trajectory, with underlying EBITDA down 57% to $3.5m due to subdued demand in natural resources and the end of major contracts.
Performance was impacted by contract terminations, underutilization of staff, and weak sales pipeline, prompting an operational reset with restructuring and cost reductions (~$1m annualized from H2).
Leadership roles were expanded, with the CFO also taking on COO duties to drive operational improvements and integration.
Strategic focus shifted to digital and data services, with SaaS ARR doubling to $3.1m and integration of Toustone AI/data business to pursue mass transportation contracts.
No interim dividend declared; $2.13m paid as final dividend for FY25.
Financial highlights
Asset Management Services revenue declined 26% to AUD 5.7m (or $15.9m), mainly due to reduced demand in the coal sector and contract changes.
Consulting services revenue was hit by the termination of a Managed Services contract and the wind-down of a major project, with Australian Consulting revenue at $27.6m.
Gross margin compressed to 28.8% from 31.5% year-over-year; underlying NPATA dropped 73.9% to $1.3m.
Cash position stable at $6m, with strong cash conversion at 294% due to debtor recovery and working capital management.
Net debt reduced by $5.9m to $20.7m, with $14.3m available borrowing capacity.
Outlook and guidance
Revenue and earnings are expected to grow in the second half, supported by improved utilization, new contract wins, and a strengthening sales pipeline, especially in transportation and infrastructure.
Managed Services is projected to achieve 10% annualized growth in 2027, with margins approaching 40%.
Continued investment in digital and data services, especially in public infrastructure and Americas markets.
Cash conversion anticipated to normalize to ~90% for the full year.
Further guidance will be provided in early Q4 as momentum builds.
Clarify "steady operating margins of 28.8%"
Toustone earnout reduction rationale
Digital/data services growth outlook
When will sales rebuild impact revenue growth?
What is COSOL's AI strategy for efficiency gains?
What triggers future board expansion?
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Next COSOL earnings date
H2 202619 Aug, 2026
COSOL
Next COSOL earnings date
H2 202619 Aug, 2026
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Frequently asked questions
COSOL Limited is an Australian technology and digital services company specializing in providing asset management and enterprise data solutions for asset-intensive industries. The company offers services such as data migration, analytics, and enterprise resource planning (ERP) systems, with a focus on optimizing asset performance and operational efficiency. COSOL serves industries including mining, utilities, energy, and infrastructure, helping clients to leverage their data for improved decision-making and cost-effectiveness. The company is headquartered in Brisbane, Queensland, and its shares are listed on the ASX.
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