FY25 Investor Presentation
Stock | Siteminder Ltd (SDR.ASX) |
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Release Time | 27 Aug 2025, 8:14 a.m. |
Price Sensitive | Yes |
SiteMinder Reports FY25 Results
- Total FY25 annual recurring revenue (ARR) of $273.0m, up 27.2% year-over-year
- Underlying FY25 EBITDA of $14.3m, positive and improved from $0.9m in FY24
- FY25 LTV/CAC ratio of 6.2x, up from 5.4x in FY24
SiteMinder Ltd reported a strong set of financial results for the full year ended 30 June 2025. Total annual recurring revenue (ARR) grew 27.2% year-over-year (on a constant currency, organic basis) to $273.0 million, with momentum accelerating through the second half of the year. Total revenue grew 19.2% year-over-year (on a constant currency, organic basis) to $224.3 million, also showing improved momentum in the second half. The company delivered positive underlying EBITDA of $14.3 million, a significant improvement from $0.9 million in the prior year. This was driven by revenue growth, improved subscription and transaction margins, and operating leverage. Underlying free cash flow also improved to 2.1% of revenue, up from (3.4%) in the prior year.SiteMinder's unit economics continued to strengthen, with the LTV/CAC ratio increasing from 5.4x in FY24 to 6.2x in FY25. This was driven by a 13.2% year-over-year expansion in customer lifetime value, while customer acquisition costs remained stable.The company's Smart Platform initiatives, including Channels Plus, Dynamic Revenue Plus, and the Smart Distribution Program, contributed to the acceleration in ARR and revenue growth. These initiatives helped drive increased property additions, transaction product uptake, and margin expansion.Looking ahead, SiteMinder is focused on further scaling its Smart Platform offerings, leveraging AI across the business, and optimizing its 'Rule of 40' performance. The company expects to deliver strong growth, profitability momentum, and continued 'Rule of 40' optimization in FY26.
SiteMinder expects to deliver strong growth, profitability momentum, and continued 'Rule of 40' optimization in FY26.