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Energy One
Energy One (EOL) investor relations material
Energy One H1 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.H1 2026 earnings summary24 Feb, 2026
Executive summary
Revenue grew 21% year-over-year to $34.8m for the half year ended 31 December 2025, with recurring revenue at a record 91% of total revenue and strong organic growth in both Europe and Australia.
Annual Recurring Revenue (ARR) reached $64.0m, up 20% year-over-year (FX adjusted 17.4%), with robust pipeline growth and multi-product wins.
Underlying cash EBITDA rose 63% to $7.3m, with margin improving to 21% and strong operational leverage.
Net profit after tax increased 63% year-over-year to $4.0m, with adjusted NPAT up 56% after one-off costs.
CEO transition announced, with Ben Tranier to succeed Shaun Ankers, maintaining strategic continuity.
Financial highlights
Underlying EBITDA up 31% to $9.7m; underlying EBIT up 38% to $6.5m compared to H1 FY25.
Gross margin improved to 66%, supported by upselling and bundling strategies.
Free cash flow momentum enabled a $2.4m fully franked dividend, representing 40% of NPAT.
Net debt reduced by $7.2m to $5.8m, with leverage down to 0.4x EBITDA.
Cash expenses up 11% year-over-year after adjusting for share-based payments.
Outlook and guidance
ARR pipeline up 24% year-over-year, with recurring revenue growth target of 15–20% and margin expansion as a priority.
Cash EBITDA margin targeted to reach ~30% by late 2027.
Net cash position anticipated around Q1 2027.
Continued investment in AI, automation, and new product development to support growth.
Attrition expected to trend down to 2.5–4.0% for FY26; gross margin guidance 64–66%.
AI's impact on market differentiation
NRR drivers and market exit impact
Debt reduction and M&A capital allocation
Scaling to 1,000 assets per trader via AI
LNG shift impact on European software demand
Rationale for avoiding per-user pricing models
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Latest events from Energy One
- Strong revenue and ARR growth, margin focus, and global expansion set the stage for FY25.EOL
H2 202423 Jan 2026 - Record half-year profit, 14% revenue growth, and 18% ARR highlight margin and market strength.EOLH1 202524 Dec 2025
- Revenue up 17%, EBITDA up 57%, net debt down $7.5m, strong FY26 growth outlook.EOLH2 202523 Nov 2025
Next Energy One earnings date
H2 202619 Aug, 2026
Energy One
Next Energy One earnings date
H2 202619 Aug, 2026
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Amina0781App Store
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@theshortbearx.com
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