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ImpediMed (IPD) investor relations material
ImpediMed AGM 2025 summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Opening remarks and agenda
Meeting opened with acknowledgment of traditional land owners, confirmation of quorum, and introductions of directors, management, and audit representatives.
Agenda included chair's address, CEO presentation, SOZO market opportunity, BCRL update, cardiometabolic business, financials, strategy for the next year, general business Q&A, and formal business with voting on resolutions.
Financial performance review
FY25 total revenue reached $12.7 million, up 23% from FY24, with SOZO core business revenue at $12.1 million, a 25% increase.
Annual recurring revenue for SOZO core business rose 27% to $14 million.
Gross profit margin remained strong at 86%, and cash balance at FY2025 close was $22.2 million.
Patient tests increased 15% year-over-year, with 287,000 tests conducted.
U.S. business accounted for 91% of BCRL revenue, with ARR growing at a three-year compound rate of 24%.
Board and executive committee updates
Andrew Grant completed a year back on the board, now a full non-executive director for 2026.
Board majority remains independent, with focus on governance, innovation, and strategic direction.
Christine Emmanuel-Donnelly and McGregor Grant stood for reelection, highlighting expertise in IP, commercialization, and medical device growth.
Audit and Risk Management Committee represented by Fiona Bones, with EY as independent auditor.
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