ODA Price sensitive 22 Jul 2026, 9:48 AM

ODA ASX Market Update

Orcoda Ltd

Orcoda Ltd ASX Market Update

Key points

  • Annual Recurring Revenue (ARR) grew 23% YOY to circa $6.2 million
  • ARR increased to circa $14.2 million with Wagner Corporation contract
  • Net cash from operating activities of $0.63 million for Q4
  • Available liquidity of $3.6 million as of 30 June 2026

Full summary

Orcoda Limited (ASX: ODA) has reported a significant increase in its Annual Recurring Revenue (ARR) for the year ended 30 June 2026. The ARR grew by 23% year-on-year to approximately $6.2 million. The company also secured a major multi-year contract with Wagner Corporation, which commenced on 1 July 2026, increasing the ARR to approximately $14.2 million. Orcoda's net cash from operating activities for the quarter ended 30 June 2026 was $0.63 million, resulting in a cash balance of $1.678 million. The company's available liquidity, including cash and unused finance facilities, stood at $3.6 million as of 30 June 2026.

Guidance

ARR expected to reach circa $14.2 million for FY27

Outlook

Orcoda expects continued growth and operational momentum in FY27 with the new contract and improved operational performance.

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