FY26 Results Presentation

Key points

• FY26 results show flat revenue and expanded underlying margins
• Transition to SaaS growth model entering FY27
• Wagner contract expected to contribute $8 million per annum to ARR
• Focus on aggressive deployment and scalable growth in FY27
• Target of 180% ARR improvement for FY27

Full summary

Orcoda Ltd. has presented its FY2026 results, highlighting a transition to a SaaS growth model for FY27. Despite flat revenue in FY26, the company achieved expanded underlying margins. The Wagner contract is expected to contribute approximately $8 million per annum to the Annual Recurring Revenue (ARR), lifting Group ARR to approximately $14.2 million at the beginning of FY27. The company is focusing on aggressive deployment and scalable growth for FY27, targeting a 180% ARR improvement.

Guidance

Targeted 180% ARR improvement for FY27

Outlook

Orcoda plans to accelerate the adoption of its Transport360 and Contractor360 platforms, aiming for significant ARR and margin growth in FY27 through rigorous sales execution and operating leverage.