3DP Price sensitive 21 Jan 2026, 8:21 AM

Quarterly Activities/Appendix 4C Cash Flow Report

Pointerra Ltd

Pointerra Reports Solid Q2 FY26 Results

Key points

  • Strong growth in Q2 FY26 with accelerating momentum expected in Q3
  • Expanded enterprise customer base with new Tier 1 onboardings in US energy utilities sector
  • Significant enhancements to Pointerra3D Core platform to improve usability, scalability, and operational flexibility

Full summary

Pointerra Ltd reported strong growth in Q2 FY26, with customer receipts increasing 30% compared to Q1 FY26. The company expanded its enterprise customer base with new Tier 1 onboardings in the US energy utilities sector and made substantial enhancements to the Pointerra3D Core platform to improve usability, scalability, and operational flexibility as customer digital twin projects grow in complexity. Key highlights include the commencement of the US$2 million (A$3 million) DOE GRACI program, which is expected to deliver significant invoicing milestones through the balance of FY26, and the launch of a new processing unit commercial model for the survey & mapping sector, which helped grow customer expansion from Core into Analytics. The company also reported multiple new customer acquisitions across the global natural resources, AECO, and transport sectors. Pointerra's cash position increased in Q2 and is expected to improve further during Q3 FY26 due to positive cashflows from operations, underwritten by more than A$2.5 million in receivables and contracted work in hand as at 31 December 2025.

Guidance

Pointerra expects to deliver material revenue from the US$2 million (A$3 million) GRACI program with Georgia Power Company throughout calendar 2026.

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