FY26 Investor Presentation

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Stock Siteminder Ltd (SDR.ASX)
Release Time 25 Aug 2026, 7:46 a.m.
Price Sensitive Yes
 Siteminder Ltd FY26 Investor Presentation
Key Points
  • FY26 ARR grew 24.1% y/y (cc, org) to $313.7m
  • Revenue increased 22.0% y/y (cc, org) to $266.1m
  • Adjusted EBITDA up 96% to $28.1m
  • FY26 LTV/CAC improved to 6.6x
  • Adjusted free cash flow improved to 3.9% of revenue
Full Summary

Siteminder Ltd's FY26 Investor Presentation detailed strong financial performance and strategic initiatives. Key highlights include a 24.1% year-on-year growth in Annual Recurring Revenue (ARR) to $313.7m, a 22.0% increase in revenue to $266.1m, and a 96% rise in adjusted EBITDA to $28.1m. The company also reported improvements in customer lifetime value (LTV) to customer acquisition cost (CAC) ratio to 6.6x and an adjusted free cash flow margin of 3.9%. Siteminder's growth was driven by its Smart Platform, which has enabled higher transaction acceleration and margin expansion. The company expects continued growth and margin expansion in the coming years, supported by ongoing platform adoption and AI-enabled operational improvements.

Guidance

FY27 adjusted EBITDA margin expected to expand meaningfully; FY30 adjusted EBITDA margin to reach mid-20s

Outlook

Siteminder is entering its next phase focused on expanding operating margins while sustaining strong growth. The company expects its adjusted EBITDA margin to expand further and reach the mid-20s in FY30, supported by continued Smart Platform adoption, efficiency gains and operating leverage.