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Technology One (TNE) investor relations material
Technology One H2 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.H2 2025 earnings summary18 Nov, 2025
Executive summary
Achieved record annual recurring revenue (ARR), revenue, and profit for the 16th consecutive year, with ARR up 18% to AUD 554.6 million and profit before tax up 19% to AUD 181.5 million, surpassing guidance.
Surpassed AUD 500 million ARR by H1 FY25, setting a new long-term target of AUD 1 billion+ ARR by FY30.
U.K. ARR grew 49% to AUD 51.8 million, with new sales ARR up 52%.
SaaS+ and the new AI-enabled Plus platform are driving growth and rapid customer adoption.
Significant R&D investment of AUD 153.7 million (25% of revenue) to accelerate AI and product innovation.
Financial highlights
SaaS and recurring revenue up 19% to AUD 553.2 million, representing 91% of total income.
Total income rose 18% to AUD 610 million; EBITDA increased 18% to AUD 255.7 million.
Free cash flow reached AUD 184.2 million, up 55% year-over-year, with cash and investments at AUD 319.6 million (+15%).
Final ordinary and special dividend of AUD 0.30 per share, total FY dividend up 63% to AUD 0.36 per share, with payout ratio lifted to 65%-75% from FY26.
Rule of 40 result of 59%, placing in the top quartile globally among software peers.
Outlook and guidance
Long-term target set for AUD 1 billion+ ARR by FY 2030, after reaching AUD 500 million ARR 18 months ahead of plan.
Strong sales pipeline and continued investment in R&D to support future growth.
FY 2026 outlook remains strong, with further guidance to be provided at the AGM in February.
Profit before tax margin expected to expand to 35%+ in the long term.
Dividend payout ratio to increase to 65%-75% from FY26.
SaaS+ revenue headwind: when does it reverse
Reason for government vertical growth slowdown
Plus/AI impact on NRR and ARR growth
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Next Technology One earnings date
H1 202619 May, 2026
Next Technology One earnings date
H1 202619 May, 2026
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Technology One Limited develops and delivers enterprise software solutions for government, education, health, and other sectors. Its offerings include cloud-based enterprise resource planning and financial management systems. The company is headquartered in Brisbane, Australia, and its shares are listed on the ASX.
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