Daily Roundup

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Catapult Sports Delivers Record Growth and Profitability

Catapult Sports Ltd (ASX:CAT), the global leader in sports technology solutions, has provided a stellar trading update for the 2026 fiscal year. The company reported record annualized contract value (ACV) growth of 27-28% on a constant currency basis, reaching the range of US$133-134 million. This impressive performance reflects Catapult's ability to drive durable subscription revenue growth, even with the temporary capacity pressures from recent acquisitions.

Despite the collections impact in the second half, Catapult expects to deliver positive free cash flow between US$5-6 million for the full year. The company also anticipates a 50% year-over-year increase in Management EBITDA, showcasing the accelerating operating leverage in Catapult's business model. With a strong cash balance of around US$50 million and no debt, Catapult is well-positioned to continue its growth trajectory.

Qoria and Aura Merger Update Highlights Aura's Impressive Performance

Qoria Limited (ASX: QOR) has provided an update on the proposed acquisition of Qoria by Aura Consolidated Group Inc. (Aura), highlighting Aura's impressive operational and financial performance. Aura reported annual recurring revenue of US$238 million, reflecting a 30% year-over-year growth, and a 35% increase in total subscribers to 1.3 million. Aura has also implemented cost-saving measures, including a reduction in performance marketing spend, resulting in approximately US$15 million in annualized savings.

The Qoria Board of Directors continues to unanimously recommend the merger, subject to no superior proposal and the Independent Expert concluding that the scheme is in the best interests of Qoria shareholders.

Soul Patts Delivers Robust Cash Generation and Portfolio Growth

Washington H. Soul Pattinson & Company Ltd (ASX:SOL) has reported a strong set of results for the first half of fiscal year 2026. The company's Net Cash Flow From Investments increased by 15.4% to $334 million, driven by solid trading gains and the portfolio's ability to generate sustainable cash flows. Soul Patts' pre-tax Net Asset Value grew by 9.7% to $13.8 billion, outperforming the ASX200 Total Return Index by 6.6%.

The company's diversified investment portfolio, spanning listed equities, private companies, credit, real assets, and emerging companies, has delivered a total shareholder return of 12.9% per annum over the past 25 years. Soul Patts remains focused on actively managing liquidity, repositioning the portfolio, and allocating capital opportunistically to navigate market cycles and deliver long-term value for shareholders.

CDC Data Centres Sees Robust Demand and Boosts Guidance

Infratil Ltd (ASX:IFT) held a briefing for analysts and institutional investors, featuring a presentation from its Australasian data centre operator, CDC. The data centre demand thematics remain very strong, and CDC is accelerating the delivery of new capacity to meet the growing demand across the region.

CDC has now increased its FY27 EBITDAF guidance to A$680-720 million, up from the previous guidance of approximately A$660 million. This revised outlook reflects the updated expectations for the delivery of existing contracted capacity and the continued strong demand for CDC's services. The company's strategic position as a secure and competitive data centre provider in Australasia is being further reinforced by recent geopolitical developments.

PainChek Achieves Significant Momentum in the UK Aged Care Market

PainChek Ltd (ASX:PCK), the developer of the world's first AI-powered pain assessment and monitoring application, has reported strong quarterly growth in the UK aged care market. The company has secured 4,000 new contracted licenses, representing a 9% quarter-on-quarter increase and an additional $230,000 AUD in annual recurring revenue.

PainChek's clinically validated technology is being recognized as a priority solution within aged care settings, as providers place greater emphasis on effective pain management. The positive outcomes observed across the UK deployments have further reinforced PainChek's position as a leading solution in the sector. The company is also making progress in North America and with the development of its Infants product, positioning it for continued global expansion.