Imdex (IMD) Investor presentation summary
Event summary combining transcript, slides, and related documents.
Investor presentation summary
5 May, 2026Financial performance and growth momentum
Achieved record 3Q revenue, up 29% year-on-year in constant currency, with group revenue up 23% and organic revenue up 19%.
Sensors, services, and SaaS now comprise 70% of group revenue, with digital revenue up 114% driven by acquisitions.
Every region reported growth, with strong sensor-driven gains in the Americas and robust activity in Australia and Asia Pacific.
Integrated Field Services and IMDEX Mining Technologies revenues rose 28% and 26% respectively.
Tools on hire increased 33% year-on-year, with next-generation tools now 12% of the fleet.
Strategic initiatives and technology integration
Continued integration of acquisitions such as Datarock, ALT, Mount Sopris Instruments, and Krux.
Digital revenue up 66% year-to-date, reflecting successful acquisition strategy.
Vertically integrated platform connects hardware sensors to software insights, leveraging AI for faster, smarter customer decisions.
Proprietary, IP-protected portfolio and integrated field solutions embedded in customer workflows.
Ongoing investment in R&D at 8-10% of revenue to sustain technology leadership.
Market outlook and industry trends
Fundamentals are strengthening, with global exploration budgets expected to rise 15-20% in CY26.
Strong commodity prices and government policies are driving demand for critical minerals and exploration.
All regions report increased drilling activity and tools on hire, with capital raisings for juniors and intermediates surging.
Government policy is increasingly supportive, with over 450 critical minerals policies globally.
M&A activity remains active, with capital directed toward long-cycle strategic commodities.
Latest events from Imdex
- Record revenue up 16%, EBITDA up 22%, but net profit down 15% amid major acquisitions.IMD
H1 202623 Feb 2026 - Record revenue and EBITDA growth achieved despite market headwinds, with a strong outlook.IMD
H2 202423 Jan 2026 - Record revenue, strong ESG progress, and near-zero emissions achieved in FY24.IMD
ESG Update19 Jan 2026 - Net profit up 84% to AUD 31M on litigation income, with SaaS growth and strong cash flow.IMD
H1 202510 Dec 2025 - Acquisition expands digital and sensor leadership, driving recurring revenue and market growth.IMD
M&A Announcement1 Dec 2025 - EBITDA and margins expanded on resilient cash flow, with SaaS and Americas leading growth.IMD
H2 202523 Nov 2025 - EBITDA and NPAT surged despite lower revenue, driven by SaaS and technology growth.IMD
AGM 2025 Presentation / Q1 2026 TU16 Oct 2025 - Resilient performance and tech-driven growth position IMDEX for expansion in a stabilizing market.IMD
Company Presentation6 Jun 2025