Quarterly Activities Report and Appendix 4C - Dec-2025 Qtr

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Stock Sensen Networks Ltd (SNS.ASX)
Release Time 28 Jan 2026, 9:22 a.m.
Price Sensitive Yes
 SenSen Delivers Record Q2 and H1 Cash Receipts
Key Points
  • H1 cash receipts of $7.5M, up 20% on prior year
  • Q2 cash receipts of $3.2M, up 11% on prior year
  • Secured 5 new city contracts in North America, expanding footprint to 27 Smart City customers
Full Summary

SenSen Networks Limited (ASX:SNS) reported strong performance for the quarter and half-year ended 31 December 2025 (Q2 and H1 respectively). Key highlights include:- H1 cash receipts of $7.5M, representing a 20% increase on the prior corresponding period (PCP) of $6.3M- Q2 cash receipts of $3.2M, up 11% on PCP of $2.9M- Secured 5 new city contracts in North America via channel partner Gtechna, expanding the company's footprint to 27 Smart City customers in North America- Recorded a significant 115% increase in usage revenue to $1.3M during H1 FY26, driven by the company's SenPIC solution for fixed camera-based enforcement- Received orders for 33 additional fuel retail sites in Australia, reinforcing SenSen's position as a trusted AI-driven theft prevention and debt recovery solution- Net cash position of $1.011M with $1.55M in undrawn debt facilities, providing financial flexibility

Guidance

SenSen expects to receive its FY25 R&D tax offset refund of $2.05M, which along with existing recurring revenues, prudent expense management and scheduled new customer implementations, should enable the business to meet its current business objectives.

Outlook

SenSen remains optimistic for future growth, driven by continued strong sales momentum in North America and Australia, as well as the growing demand for its AI-powered enforcement and fuel retail solutions.