Investor Presentation - FY2025 Full Year Review
Stock | Rpmglobal Holdings Ltd (RUL.ASX) |
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Release Time | 26 Aug 2025, 7:28 p.m. |
Price Sensitive | Yes |
Investor Presentation - FY2025 Full Year Review
- $200m Unrecognised Total Contract Value as of 30-Jun-25
- $100.8m Total Contract Value Sales in FY25
- $71.8m Software ARR as of 25-Aug-25, up 16%
RPMGlobal Holdings Ltd reported its FY2025 full year results, highlighting significant scale with profitable growth. Key achievements included $200m in unrecognised total contract value as of 30-Jun-25, $100.8m in total contract value sales in FY25, and $71.8m in software annual recurring revenue (ARR) as of 25-Aug-25, up 16% year-over-year. The company completed its transition from perpetual to subscription licensing, with subscription licenses now representing 99.9% of software sales. The Americas sales team had an impressive year, selling $45.2m worth of software, while the Asia/Europe team sold $17.7m. The company also released its XERAS Cloud product, selling $22.4m in licenses between May and June 2025. Additionally, the company entered into five new global framework agreements with major mining companies. The divestment of the Advisory business for $63.6m enabled significant restructuring, resulting in $8.2m in annual cost savings. The company provided guidance for FY2026, expecting total revenue of $88-92m and operating EBITDA of $23-25m, putting it on track to achieve the 'rule of 40' principle.
For FY2026, the company expects: Total Revenue of $88-92 million, Operating EBITDA of $23-25 million, and Profit Before Tax of $20-22 million.
The company believes XECUTE, AMT and XERAS Cloud will all have big years in FY2026 due to their recently boosted market acceptance. The company also intends to start competing in adjacent markets where it believes its products will be competitive. The financial leverage provided by the $200 million in pre-contracted non-cancellable software revenue and the $8.2 million reduction in annual operating costs will ensure a major improvement in the company's operating margins going forward.