IMB - AGM MD Presentation to Shareholders

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Stock Intelligent Monitoring Group Ltd (IMB.ASX)
Release Time 10 Nov 2025, 11:59 a.m.
Price Sensitive Yes
 IMG Delivers Strong FY25 Results, Outlines FY26 Guidance
Key Points
  • Reported FY25 Group EBITDA of $38.4m
  • Underlying operating cash flow for FY25 of $31.1m
  • Unaudited underlying earnings growth of +8.2% for FY25
  • Probability and time weighted installation and new customer revenue pipeline of $36.6m at end of FY25
Full Summary

Intelligent Monitoring Group Ltd (IMG) has reported a strong FY25 performance, with EBITDA of $38.4m and underlying operating cash flow of $31.1m. The company achieved unaudited underlying earnings growth of 8.2% for the year. During the period, IMG acquired DVL & Kobe, which added positively to the ADT Commercial security business. The company also launched ADT Guard, a new AI-powered perimeter security solution. Looking ahead, IMG has had a good start to FY26, with a 24% lift in its deliverable pipeline to $45.5m. The company expects to deliver an underlying EBITDA of $43-47m for FY26, representing growth of 12-24% over FY25. This will depend on the timing of the delivery of the pipeline, any decisions around reinvestment in accelerating the ADT Guard opportunity, and any decisions around the NZ Medical business review. IMG continues to leverage its national reach, industry-leading certifications, and advanced monitoring capabilities to deliver proactive, intelligent security solutions across Australasia.

Guidance

The company expects to deliver an underlying EBITDA of between $43-47m for FY26, representing growth of 12-24% over FY25.

Outlook

IMG continues to leverage its national reach, industry-leading certifications, and advanced monitoring capabilities to deliver proactive, intelligent security solutions across Australasia. The company is focused on investing in its monitoring platform and people, which is expected to improve profitability and cash flow, allowing for further growth and rewarding stakeholders.