DUG Technology (DUG) Investor presentation summary

Company overview and global presence

• Provides innovative processing and storage solutions leveraging big data, with expertise in software and high-performance computing (HPC) for real-world applications.

• Founded in 2003 in Western Australia, now with offices in Perth, London, Houston, Kuala Lumpur, Abu Dhabi, and Rio de Janeiro.

• Operates global HPC infrastructure with 137 PF compute and 84 PB storage, supported by a diverse patent portfolio.

• Employs over 330 staff and maintains a strong international footprint.

FY26 financial highlights

• Achieved record revenue of US$86.4m, up 38% from FY25, and normalised EBITDA of US$27.4m, up 78%.

• Recurring revenue increased, with Software and HPCaaS contributing 26% of total revenue.

• Combined Software and HPCaaS revenue grew to US$22.6m, more than doubling from FY25.

• Multi-Client revenue reached US$4.1m, with significant growth in Brazil and the Middle East.

Product and revenue breakdown

• Services revenue rose 23% to US$63.8m, driven by emerging markets and Multi-Client momentum.

• HPCaaS revenue surged 383% to US$11.5m, and Software revenue increased 33% to US$11.1m.

• Multi-Client business expanded to twelve projects, delivering high-margin, repeat-license revenue.