Australian Microcaps Conference Presentation

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Stock Comms Group Ltd (CCG.ASX)
Release Time 11 May 2026, 11:47 a.m.
Price Sensitive Yes
 Comms Group Ltd reports strong 1H FY26 results
Key Points
  • Revenue increased 39.2% to $37.6m, driven by exceptional growth in Global & Wholesale and Secure Managed IT Services
  • Underlying EBITDA increased 87.3% to $4.5m, with EBITDA margin expanding to 12.0%
  • Underlying NPATA increased ~100% to $1.8m, with NPATA margin rising to 4.9%
Full Summary

Comms Group Ltd (ASX: CCG) has reported a strong set of financial results for the first half of the 2026 financial year (1H FY26). The company's total revenue increased by 39.2% to $37.6 million, compared to the prior corresponding period (pcp). This growth was driven by exceptional performance in the Global & Wholesale Unified Communications division, which saw a 23% increase in revenue, as well as strong growth in the Secure Managed IT Solutions division, which grew by 16%. The company also benefited from the contribution of the TasmaNet acquisition, which added $7.5 million in revenue during the half. Gross profit increased by 36.6% to $17.8 million, with the company maintaining a healthy gross margin of 47.4%. Underlying EBITDA increased by 87.3% to $4.5 million, reflecting the strong revenue growth and the company's ability to leverage its operating costs. The EBITDA margin expanded by 310 basis points to 12.0%. Underlying NPATA, which excludes the impact of amortization and one-off items, increased by approximately 100% to $1.8 million, with the NPATA margin rising to 4.9%. The company's balance sheet remains strong, with a focus on increasing operating and free cash flow generation. Comms Group is targeting annualized revenue of $75 million or more and annualized EBITDA of $9 million to $10 million once the TasmaNet integration and synergy program are complete. The company is also pursuing organic and inorganic growth opportunities to increase scale and add additional capabilities.

Guidance

Comms Group is targeting annualized revenue of $75 million or more and annualized EBITDA of $9 million to $10 million once the TasmaNet integration and synergy program are complete.

Outlook

The company is pursuing organic and inorganic growth opportunities to increase scale and add additional capabilities. Comms Group is focused on becoming a leading cloud communications, collaboration and secure managed IT solutions provider across the Asia Pacific region, with a strong focus on the corporate mid-market and government sectors domestically.