Imdex (IMD) Investor presentation summary

Financial 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.