1H26 Results Presentation
| Stock | Hansen Technologies Ltd (HSN.ASX) |
|---|---|
| Release Time | 18 Feb 2026, 8:39 a.m. |
| Price Sensitive | Yes |
Hansen Technologies Ltd Reports 1H26 Results
- Operating revenue up 7.3% vs 1H25, with both Communications & Media and Energy & Utilities verticals contributing positively
- Underlying EBITDA up 46.1% driven by stronger operating leverage, with margin increasing to 29.2%
- Underlying NPATA up 142.3%, reflecting strong operating leverage and tighter cost control
Hansen Technologies Ltd reported a strong 1H26 performance, with operating revenue up 7.3% to $191.0 million, driven by positive contributions from both the Communications & Media and Energy & Utilities verticals. The company's Underlying EBITDA increased by 46.1% to $55.7 million, with the Underlying EBITDA margin expanding to 29.2%, reflecting stronger operating leverage and the benefits of the company's AI-driven initiatives. Underlying NPATA surged 142.3% to $30.5 million, driven by the strong operating leverage and tighter cost control. Hansen continued to invest approximately 8% of turnover into R&D, both expensed and capitalised, as it streamlines and enhances its core products. The company's conservative leverage profile and strong cash generation enabled it to complete the strategic acquisition of Digitalk, while also returning funds to shareholders through dividends. Looking ahead, Hansen expects revenue to be higher in 2H26 compared to 1H26 and remains on track to deliver an Underlying EBITDA margin of around 30% for FY26, underpinned by its predictable recurring revenue, low churn, multi-year renewals, and the ongoing benefits of its AI-first strategy and focused execution.
Hansen expects revenue to be higher in 2H26 vs 1H26 and remains on track to deliver an Underlying EBITDA margin of around 30% for FY26.
Over the medium term, Hansen is confident in delivering 5-7% organic revenue growth and sustaining an EBITDA margin of at least 30%, driven by its predictable recurring revenue, low churn, multi-year renewals, expanding value proposition, industry tailwinds, and the benefits of its AI-first strategy and proven execution playbook.