EOL FY 2025 Investor Presentation
Stock | Energy One Ltd (EOL.ASX) |
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Release Time | 20 Aug 2025, 8:43 a.m. |
Price Sensitive | Yes |
EOL FY 2025 Investor Presentation
- 200+ employees across AU, UK & EU with 14 net new hires in 2025
- Strong growth in revenue (17%), ARR (22%), cash EBITDA (57%) and NPAT (74%)
- Significant product investment (50% of salaries to IT & product)
Energy One Limited (ASX:EOL) has reported its financial results for the full year ended 30 June 2025, delivering another strong year of growth. The company has over 200 employees across Australia, the UK and Europe, with 14 net new hires in 2025. Financially, the company saw a 17% increase in revenue to $61.4 million, a 22% increase in annual recurring revenue (ARR) to $60.4 million, a 57% increase in cash EBITDA to $10.5 million, and a 74% increase in net profit after tax to $5.9 million. The company has a strong pipeline and order-book going into FY2026, with $4.0 million of ARR already signed or in contract, implying around 7% ARR growth, and $1.7 million of new project revenue. The company continues to invest heavily in product development, with 50% of salaries allocated to IT and product. It has also significantly strengthened its IT infrastructure and is on track for ISO 27001 certification in 2025, which will be a major selling point in the data-critical energy industry. The company sees strong tailwinds in both the Australian and European markets as the energy transition accelerates, with renewables forecast to grow rapidly. The company is also focused on inorganic growth opportunities through disciplined M&A and strategic partnerships, particularly in the United States market.
Energy One is targeting 15-20% revenue growth and margin expansion in FY2026, with annual recurring revenue (ARR) expected to grow 15-20%, revenue retention to remain at 106-108%, gross margin to improve to 64-66%, and cash EBITDA margin to increase to 20-22% of revenue.
Energy One is well-positioned to continue its strong growth trajectory, with a global tailwind from the energy transition, mission-critical solutions for customers, and a focus on marketing, cybersecurity, and inorganic growth opportunities. The company is aiming to maintain its 15-20% revenue growth and margin expansion in the year ahead.