Daily Roundup

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Catapult Sports Delivers Record Growth, Positive Cash Flow

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 expects closing Annualized Contract Value (ACV) to reach a record range of US$133-134 million, representing a remarkable 27-28% year-on-year growth on a constant currency basis. This impressive performance is driven by Catapult's strong, durable subscription revenue growth, including contributions from the successful acquisitions of IMPECT and Perch.

Despite temporary capacity pressures on Catapult's finance and collections function, the company expects to deliver positive Free Cash Flow between US$5-6 million in FY26, excluding transaction costs. Catapult's profitability continues to outpace its top-line growth, with Management EBITDA expected to grow by approximately 50% year-on-year. This reflects the accelerating operating leverage in Catapult's business model and the company's disciplined cost management.

Qoria and Aura Merger Update Highlights Aura's Strong Growth

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 for the two months ended 28 February 2026. Aura's annual recurring revenue grew by 30% year-over-year to US$238 million, while its total subscriber base increased by 35% 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 Scheme, subject to there being 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 (1H26). The company's Net Cash Flow From Investments (NCFI) increased by 15.4% to $334 million, driven by solid trading gains and reflecting the portfolio's ability to generate and sustain robust cash flows.

Soul Patts' pre-tax Net Asset Value (NAV) grew to $13.8 billion, delivering a return of 9.7% for the period and 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, continues to deliver strong performance through market cycles.

Looking ahead, Soul Patts remains well-positioned to navigate market volatility, with a strong balance sheet, ample liquidity, and the flexibility to deploy capital selectively. The company is committed to delivering long-term value creation for shareholders.

CDC Data Centres Sees Continued Strong Demand, 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 Infratil is supporting CDC's efforts to deliver more capacity to meet the growing demand for data centre space across Australasia.

CDC has increased its FY27 EBITDAF guidance to A$680-720 million, based on the updated outlook for delivery of existing contracted capacity and the expectation for continued strong demand. The company is also progressing the construction of new data centres to significantly boost its operational capacity.

PainChek Achieves Significant Sales Momentum in the UK

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

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 company's continued expansion in the UK is supported by a growing body of evidence demonstrating the positive impact of PainChek's solution across large-scale deployments.