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Investor Relations14 Oct 2025
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EROAD Limited (ERD) investor relations material
EROAD Limited AGM 2025 summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.AGM 2025 summary27 Jun, 2025
Opening remarks and agenda
Chair welcomed shareholders, introduced the board and executive team, and outlined the agenda including executive updates, resolutions, and a Q&A session.
Voting procedures were explained, with Computershare as scrutineers and results to be announced post-meeting; shareholders could vote online.
Financial performance review
FY25 revenue reached $194.4M, up 6.8%, with ARR at $175.1M, a 6.1% increase.
Free cash flow was $16M, normalised to $23.6M after 4G upgrade adjustments.
Normalised EBIT was $9.9M, up from $3.8M in FY24.
Achieved strong results despite industry headwinds, with a 4% increase in platform distance versus a flat market.
FY26 guidance set at $250M revenue, $188M ARR, and 8–10% free cash flow margin, with upside from enterprise deals.
Board and executive committee updates
John Scott appointed as independent director, bringing global technology and product innovation experience.
Board comprises Susan Paterson (Chair), Barry Einsig, David Green, Cameron Kinloch, Sara Gifford, and John Scott.
Selwyn Pallet, a long-serving board member, retired and was acknowledged for his contributions.
Board renewal and skills matrix reviewed annually to ensure alignment with evolving company needs.
Explain the FY26 revenue guidance.
How does EROAD ensure long-term resilience?
Detail the impact of 4G upgrade program.
How does EROAD's AI improve driver safety?
What drove the shift to annual invoicing?
How will Manila office benefit EROAD?
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Next EROAD Limited earnings date
H1 202623 Nov, 2025
Next EROAD Limited earnings date
H1 202623 Nov, 2025
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Frequently asked questions
EROAD Limited is a New Zealand-based technology company that provides fleet management, telematics, and compliance solutions for commercial vehicles. The company offers a range of products and services focused on vehicle tracking, driver behavior monitoring, fuel management, and regulatory compliance, primarily for industries such as transportation, logistics, and construction. EROAD’s solutions use GPS and wireless technology to deliver data-driven insights, helping businesses improve fleet efficiency, safety, and operational transparency. The company is headquartered in Auckland, New Zealand, and its shares are listed on the NZX.
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