FY26 Result Presentation

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Stock Energy One Ltd (EOL.ASX)
Release Time 19 Aug 2026, 7:59 a.m.
Price Sensitive Yes
 Energy One Ltd FY26 Results Presentation
Key Points
  • Energy One Ltd reported strong FY26 results with a 14% increase in revenue
  • Recurring revenue reached 91% of total revenue, a new high
  • Underlying Cash EBITDA increased by 42% and margin expanded to 21%
  • EOL expects to achieve at least 15% recurring revenue growth in FY27
  • Strong balance sheet and operating leverage provide momentum for future growth
Full Summary

Energy One Ltd's FY26 results showed a 14% increase in revenue, reaching $69.9 million. Recurring revenue increased by 17% to $63.5 million, representing 91% of total revenue. Underlying Cash EBITDA increased by 42% to $14.9 million, with a margin of 21%. The company expects to achieve at least 15% recurring revenue growth in FY27. The strong balance sheet and operating leverage provide momentum for future growth. The company also reported a 13% increase in ARR to $64.6 million and a 55% increase in underlying EPS to 29.2 cents. The net debt was effectively eliminated, closing FY26 in a small net cash position.

Guidance

FY27 ARR growth expected to be at least 15%, Cash EBITDA margin to reach 30% by end of FY27

Outlook

Energy One Ltd expects to continue its strong growth trajectory in FY27, driven by its scalable business model and strong balance sheet. The company is well-positioned to benefit from structural market growth and emerging opportunities in new adjacent markets.