H1FY26 Results Presentation

• Step-change in scale with Nexvia acquisition expanding monetisation capability
• Continued enterprise wins and expansions, with 101% net revenue retention
• Investing for growth with AI-enabled functionality and vendor monetisation

FELIX Group Holdings Ltd reported its H1 FY26 results, highlighting a step-change in scale with the Nexvia acquisition expanding the company's monetisation capability alongside continued enterprise wins and expansions. Group ARR grew 47% to $12.2m, reflecting the initial contribution from Nexvia and continued enterprise execution. Enterprise ARR grew 11% to $7.1m, supported by 4 new enterprise customers, including 2 international wins, and 2 expansion deals. The strategic acquisition of Nexvia is expected to accelerate FELIX's vendor monetisation strategy by broadening its platform capabilities and enabling cross-selling opportunities. In FY26, FELIX is focused on strategic investments for long-term growth and scale, including continued domestic enterprise ARR growth, organic Nexvia platform growth, AI-enabled functionality, and the integration of Nexvia. The company expects gross margins to remain strong as it scales the combined platform, with further opportunity for improvement through automation and infrastructure optimisation.

FELIX is focused on strategic investments in FY26 to capture growth opportunities across product, customer acquisition, partnerships and acquisition integration. This includes the progressive release of AI-enabled functionality, the launch of a Vendor Management Dashboard, and enhancements to the Procurement Schedule. The integration of the Nexvia platform is expected to provide the foundation for accelerated top-line growth in FY27 and beyond.