ACE Price sensitive 19 Nov 2025, 8:33 AM

2025 AGM Presentation and Upgrade to FY26 Revenue Guidance

Acusensus Ltd

2025 AGM Presentation and Upgrade to FY26 Revenue Guidance

Key points

  • Successful execution of New Zealand speed enforcement contract mobilisation
  • New contract wins such as the Connecticut Automated Work Zone Speed Control US$22.6m (~$34m) five year contract
  • Contract expansions, such as the Western Australia multi-function trailer enforcement contract and the QLD transportable speed contract

Full summary

Acusensus Ltd (ASX:ACE) has provided an update on its performance, including an upgrade to its FY26 revenue guidance. The company has seen a strong start to FY26, resulting in an upgrade of its revenue guidance to $83m - $87m, a growth of 40% - 46% over FY25. This upgrade is the result of successful execution of the New Zealand speed enforcement contract mobilisation, new contract wins such as the Connecticut Automated Work Zone Speed Control US$22.6m (~$34m) five year contract, and contract expansions, such as the Western Australia multi-function trailer enforcement contract and the QLD transportable speed contract. Acusensus continues to make progress in its international markets, with international revenues contributing 7% to group revenues in FY25, up 104% from FY24. The company has also made advancements in its Forsite road worker safety solution, with deployments in five Australian states and validation through long-term data capture and potential scale. Acusensus remains focused on maximising long-term growth and value, investing in the development and improvement of its core enforcement technology and new solutions to address the fatal five driver behaviours.

Guidance

Acusensus is upgrading its FY26 revenue guidance to $83m - $87m, a growth of 40% - 46% over FY25. This upgrade is the result of new contract wins, contract expansions and the on-time mobilisation of existing major contracts.

Outlook

Acusensus will continue to invest in the Forsite road worker safety solution business unit and expand sales efforts in traffic safety solutions, particularly in the USA. The company will also continue development and improvement of core enforcement technology and development of new solutions to address the fatal five driver behaviours.

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