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Infomedia (IFM) investor relations material
Infomedia H2 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.H2 2025 earnings summary25 Aug, 2025
Executive summary
Total revenue grew 4% year-over-year to $147m, with underlying cash EBITDA up 7% to $35m, despite customer churn in SimplePart/SP e-commerce segment; margins improved and free cash flow was strong.
New sales leaders in EMEA and Americas drove higher engagement; InfoDrive CX tech stack rebuild is on track for global expansion by February 2026.
Acquired 50% of Intelligem/Intellegam, a European AI company, with integration progressing and four new AI solutions set for rollout in FY26.
Major contracts renewed with price increases of 3-17% despite challenging conditions.
Announced a take-private scheme with TPG Capital at $1.72 per share, a 41% premium to 3-month VWAP, with shareholder vote expected in November.
Financial highlights
Revenue grew at a 6.8% CAGR and cash EBITDA at 12.5% CAGR over the past three years; cash EBITDA now 42% higher than FY22.
Excluding SimplePart and Intelligem, core business revenue grew at a 7.7% CAGR and cash EBITDA at 16% CAGR since FY22.
FY25 ARR and ARC both grew 2% year-over-year; gross retention revenue was 93.5% and net retention revenue 99.3%.
APAC revenue up 10% and cash EBITDA up 14% year-over-year; EMEA revenue up 6% (AUD), Americas revenue down 4% (AUD) due to customer churn.
Underlying cash EBITDA margin increased to 24%; EPS up 31% to $4.44 per share, adjusted EPS up 6% to $5.88 per share.
Outlook and guidance
FY26 revenue guidance is $152m to $159m.
No major churn events expected in FY26; improved sales momentum in EMEA and Americas.
Focus for FY26: increasing sales productivity, rebuilding InfoDrive CX for global launch, and expanding AI strategy with Intelligem/Intellegam.
Four new AI solutions to be rolled out in Q2 FY26.
SimplePart renewals in 2H FY26: Confidence?
Detail Intellegam's Q2 FY26 AI solution rollout.
How will new sales leaders boost Americas revenue?
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AGM 202517 Nov, 2025
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Frequently asked questions
Infomedia Ltd is a global technology company specializing in the development and provision of electronic parts catalogues, service quoting software, and e-commerce solutions for the automotive industry. The company's comprehensive suite of products includes Microcat EPC (an electronic parts catalogue), Microcat PartsBridge (a parts ordering system for dealers and body shops), Microcat Market (a parts ordering system for dealers and repair shops), Microcat CRM (an online CRM for wholesale parts), and Microcat Messenger (an instant messaging tool). On the service side, Infomedia offers the Superservice Platform, Superservice Menus (a service quoting software), Superservice Triage (an online vehicle health check system), Superservice Connect (an online booking and quoting system), and Superservice Register (a VIN-specific database for vehicle service records). The company is headquartered in Sydney, Australia, and its shares are listed on the Australian Securities Exchange.
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