Atomo Diagnostics (AT1) Q4 2026 earnings summary

Executive summary

• Revenue for Q4 FY26 reached AUD 2.3 million, with full-year revenue at AUD 5.3 million, up 40% year-over-year from FY25.

• Significant momentum in HIV and Pascal OEM segments, with a 33% expansion in the Australian pharmacy network and international HIV revenue up 74% year-over-year.

• Cash receipts for the period totaled AUD 3.8 million, with a cash balance of AUD 3.7 million at June 30 and no debt.

• Completed Pascal orders for two new OEM customers, supporting anticipated long-term supply agreements.

• Operational upgrades underway, including in-house production with a new Gen 2 blister machine to improve margins and capacity.

Financial highlights

• FY26 revenue totaled AUD 5.3 million, a 40% increase from FY25.

• Cash receipts for FY26 were AUD 4.5 million, with an additional AUD 1 million received post-period.

• Cash on hand at June 30, 2026, was AUD 3.7 million; company remains debt free.

• Operating expenses for Q4 were AUD 1.4 million, with ongoing focus on cost control and breakeven.

• AUD 2.7 million raised from a recent capital placement.

Outlook and guidance

• Anticipates continued revenue growth and momentum into FY27, driven by HIV and Pascal OEM segments.

• Long-term OEM supply agreements expected to be finalized in Q1 FY27.

• Launch of active syphilis and liver tests targeted for the next period, with clinical trials and regulatory milestones planned.

• Focus on achieving breakeven and potential for dividend consideration once profitability is reached.