Quarterly Activities/Appendix 4C Cash Flow Report
| Stock | Aeeris Ltd (AER.ASX) |
|---|---|
| Release Time | 28 Jan 2026, 11:10 a.m. |
| Price Sensitive | Yes |
Aeeris Ltd reports profitable Q2 FY26 with strong revenue growth
- Total revenue up 61% year-on-year to $1.54 million
- Annual recurring revenue increased 16.5% year-on-year to $3.99 million
- Profitable quarter with net profit of $62,827 (unaudited)
Aeeris Ltd (Aeeris or the Company) delivered a pivotal second quarter in FY26, achieving profitability, accelerating recurring revenue growth, and demonstrating clear operational leverage as prior investments translate to stronger margins. The quarter highlighted Aeeris' ability to scale efficiently, while supporting customers through high-impact weather events and expanding into new industry verticals. The successful execution of AWARE is improving economics, scalability and competitive defensibility. During the quarter, Aeeris received an R&D Tax Incentive rebate of $506,993. After adjusting for $374,427 in unearned revenue, the Company recorded an underlying unaudited profit of $62,827 for the quarter. On an unadjusted basis, unaudited profit totalled $437,254. Total unadjusted revenue for the period was $1,538,398 (including the R&D incentive). Annual recurring revenue (ARR) has grown to $3,997,261, representing a 16.5% increase year on year and 12.9% growth on the previous quarter. Notably, 58% of the new contracted revenue was secured from existing customers, reinforcing the value of the proprietary product suite, long-term customer relationships, and strategic partnerships. New ARR growth was driven by wins in the transport logistics and insurance sectors. Gross margin expanded significantly due to the structural benefits of bringing forecasting and hail services in-house via AWARE, reducing third-party data costs. Combined with disciplined overhead costs control, the Company is strengthening its path to sustainable profitability.
Annual recurring revenue (ARR) has grown to $3,997,261, representing a 16.5% increase year on year and 12.9% growth on the previous quarter.