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Strong First Half for Energy One Ltd

Energy One Ltd reported strong financial results for the first half of FY26, with double-digit growth in revenue, recurring revenue, EBITDA, and cash-EBITDA. The company's group revenue (and other income) increased by 21% to $34.8 million, while Annual Recurring Revenue grew by 20% to $64.0 million. EBITDA rose by 31% to $9.7 million, and Cash-EBITDA was up 63% to $7.3 million.

The company also achieved a significant milestone by obtaining ISO 27001 certification for its information security and cybersecurity practices, which is expected to be a differentiator against competitors. Energy One's net revenue retention rate increased to 111%, driven by upsells to existing customers, though some attrition was seen due to market exits.

The company's one-stop-shop strategy continues to pay off, with the signing of significant new customers utilizing multiple elements of its energy solutions suite, including its BESS, forecasting, and trading operations services. The transition to a new CEO, Ben Tranier, is expected to be smooth, with Tranier already delivering strong results in Europe.

Looking ahead, Energy One remains committed to supporting customers through the energy transition, with a strong pipeline and continued investment in AI and automation to enhance its competitive advantages. The company expects the second half of FY26 to be good, if not stronger, than the first half, and is targeting 15%-20% of recurring revenue growth on an ongoing basis, while also growing margins.

Advanced Braking Technology Delivers Record Results

Advanced Braking Technology Ltd (ASX: ABT) has reported a record half-year result for the six months to 31 December 2025, with revenue rising 27% to $11.0m and NPAT increasing 62% to $0.54m. The company's strategic initiatives, including international expansion and innovation deployment, have driven strong financial performance.

Revenue growth was driven by strong demand for ABT's SIBS Failsafe safety systems, with new brake sales up 25.8% and spares and consumables up 28.4%. The company's profitability also improved significantly, with NPBT increasing 62% to $0.74m and NPAT rising 62% to $0.54m. This was achieved through disciplined cost management and effective working capital control, while maintaining stable gross profit margins of 48.7%.

ABT's balance sheet remains robust, with cash and cash equivalents reaching $4.1m, up 44.1% from the prior corresponding period. This provides the company with the flexibility to continue investing in growth and innovation.

Strategically, ABT has made solid progress in executing its growth roadmap, with increasing adoption of its safety-critical braking solutions across domestic and international markets. The successful deployment of ABT's SIBS Failsafe systems at Rio Tinto's Oyu Tolgoi operation in Mongolia and the mandate secured from MMG's Dugald River mine highlight the company's growing recognition as a trusted partner to Tier-1 mining customers.

Looking ahead, ABT expects to continue delivering growth across domestic and international markets for the remainder of FY26 and beyond, supported by strong operational momentum, disciplined cost and cash management, and a robust balance sheet.

WiseTech Global Accelerates AI Transformation

WiseTech Global Limited (WiseTech or the Company) reported strong financial and operational performance in 1H26, with 76% total revenue growth and 31% EBITDA growth. The company is accelerating its AI transformation to drive productivity, automation and decision-making across its software for customers and internal operations.

Total revenue grew 76% to $672.0 million, driven by the acquisition of e2open and continued growth in CargoWise. CargoWise revenue grew 12% to $372.4 million, including organic growth of 9%. EBITDA grew 31% to $252.1 million, with organic EBITDA up 7% and a margin of 51%.

WiseTech is undergoing a deep AI transformation, which will accelerate productivity, automation and decision-making across its software and operations. This will result in a phased reduction of up to 50% of product & development and customer service headcount initially, with other functions in scope from FY27.

The company reaffirmed its FY26 guidance for revenue of $1.39 billion-$1.44 billion (79%-85% growth), EBITDA of $550 million-$585 million (44%-53% growth) and EBITDA margin of 40%-41%.

WiseTech is leading its AI transformation journey to deliver a leaner, more efficient AI-led organization, a stronger, more deeply embedded platform, and significantly higher productivity and efficiency in software development.

SiteMinder Delivers Impressive H1FY26 Results

SiteMinder Ltd has reported strong financial results for the half-year ended 31 December 2025, with more than doubling of EBITDA and positive free cash flow, driven by accelerating momentum across the Smart Platform and improved unit economics.

Annualised Recurring Revenue (ARR) increased 29.7% to $280.3m, driven by accelerating contributions from the Smart Platform and continued strength across the broader business. Subscription ARR increased 18.4% to $168.6m, while Transaction ARR increased 51.3% to $111.7m.

Total revenue grew 25.5% to $131.1m, with Subscription revenue up 17.7% and Transactional revenue, including Smart Platform contributions, up 39.1%. Adjusted EBITDA more than doubled to $12.3m, and adjusted free cash flow was positive $2.7m.

SiteMinder expects to sustain strong ARR growth, revenue growth, and further improvement in adjusted EBITDA, free cash flow, and Rule of 40 performance in FY26, supported by operating leverage and cost initiatives. As the Smart Platform scales and matures, it positions SiteMinder to accelerate towards 30% revenue growth in the medium term, while maintaining profitability discipline.

Kip McGrath Education Centres Reports Solid H1 FY26 Results

Kip McGrath Education Centres has reported solid financial performance for the half-year ended 31 December 2025, with revenue growth, profit increase, and dividend hike. Revenue from continuing operations was $15.2m, up 1.6% on the prior corresponding period. Net profit after tax from continuing operations increased by 15.4% to $1.5m, driven primarily by cost savings and operational efficiencies.

The company also announced a share buyback and declared a dividend of 1.0c per share, up from 0.5c in the prior period. While total lesson numbers declined during the period, the franchise model is evolving towards having a more sustainable and engaged franchise network, and average lesson numbers per centre increased.

For FY26, the company expects lesson numbers from continuing operations to be down by mid-single digits, revenue to be flat year on year, and total expenses to decrease year on year by low-single digits. The company expects to achieve early double digit NPAT growth.

Kip McGrath's priority is to support franchisees to grow lesson numbers, strengthen centre performance, and ensure the company is well positioned for long-term, sustainable growth. With a strong brand and a committed franchise network, the company is well positioned for the future.