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COSOL (COS) investor relations material
COSOL AGM 2025 Presentation summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.AGM 2025 Presentation summary29 Oct, 2025
Strategic and operational highlights
Achieved FY25 revenue of $116.8M, reflecting 15% growth with 10.7% organic increase and strong recurring revenue base.
Expanded North American presence with over $11M AUD in new contracts and two multi-year EAMaaS agreements in Q1 FY26.
Completed Toustone acquisition, accelerating data and AI capabilities, and supporting growth in managed services by 17%.
Proprietary solutions OnPlan and RPConnect drive efficiency and long-term customer relationships.
Focused on multi-year proprietary solutions, digital intelligence for transport, and strategic acquisitions for FY26.
Financial performance and guidance
Underlying EBITDA grew 7% to $16.8M, with gross margin steady at 29-30%.
Underlying NPATA increased 3% to $9.9M, while EPS declined due to higher amortisation and increased shares.
H1 FY26 revenue expected to be $7-8M lower year-on-year due to macroeconomic headwinds and reduced government spending.
Product and product-led services revenue rose to $27.9M, with 43% repeatable revenue.
Continued CAGR growth across revenue, EBITDA, and NPATA from FY21 to FY25.
Market and customer developments
Secured nine new clients in North America across infrastructure, transportation, and mining.
Transportation Intelligence Suite and Toustone platform underpin profit growth in H2, leveraging public-private partnerships.
Customer base expanded to 181, with 27 clients generating over $1M in annual revenue.
Long-term relationships with blue-chip clients in natural resources, energy, government, and infrastructure.
Verticalized go-to-market strategy targets mission-critical industries with tailored digital solutions.
Impact of cost reduction on H1 margin?
What is the margin uplift from AMaaS shift?
Key drivers for North America EAMaaS growth?
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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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