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Stealth Group Delivers Record Results in FY25

Stealth Group Holdings Ltd (ASX:SGI) has reported a banner year, with record financial results across the board. The company's revenue soared 24.7% to $141.7 million, while profit after tax skyrocketed 130.3% to $3.1 million.

Stealth's CEO was thrilled with the performance, noting the company's differentiated, multi-sector distribution model has driven strong demand for its products. The company invested $4.8 million in strategic initiatives to support future growth, including new brands, technology platforms, and store upgrades.

Looking ahead, Stealth is targeting $300 million in annual sales and an 8% EBITDA margin by fiscal 2028. The company also reduced net debt by 37% to $6.8 million, strengthening its balance sheet to fund continued expansion.

Investors responded positively, with Stealth's share price climbing 248% over the past 12 months. The company's market capitalization now stands at $94.5 million, underscoring the market's confidence in Stealth's ability to deliver sustainable growth and shareholder value.

EML Payments Delivers Solid FY25 Results

EML Payments Ltd (ASX:EML) reported a strong financial performance in fiscal 2025, with revenue increasing 9% to $220.9 million and underlying EBITDA rising 13% to $58.6 million. The company's new leadership team has made significant progress on its EML 2.0 strategy, renewing key client contracts and building a robust pipeline of new business.

EML's balance sheet also improved, with the company's cash balance increasing 46% to $59.3 million. Looking ahead, EML is targeting an underlying EBITDA range of $58-$63 million for fiscal 2026 as it completes its restructuring program and deploys its new Arlo technology platform.

Lovisa Continues Global Expansion with FY25 Results

Lovisa Holdings Ltd (ASX:LOV) delivered another year of solid growth, with revenue increasing 14.2% to $798.1 million and net profit after tax rising 4.8% to $86.3 million. The company's global store network expanded to 1,031 stores across over 50 markets, with 162 new stores opened during the year.

Lovisa's gross margin improved by 100 basis points to 82%, highlighting the company's ability to effectively manage pricing and supplier costs. The retailer also generated strong cash flow, enabling it to declare a full-year dividend of 77 cents per share.

Looking ahead, Lovisa expects to maintain its focus on global expansion, with the first 8 weeks of fiscal 2026 already showing a 5.6% increase in comparable store sales and a 28% jump in total sales.

Macquarie Technology Group Delivers Consistent Growth

Macquarie Technology Group Ltd (ASX:MAQ) reported another year of consistent growth, with revenue and other revenue increasing 1.7% to $369.6 million and EBITDA rising 4.1% to $113.6 million. The company's net profit after tax also grew 5.6% to $34.9 million.

Macquarie Technology's data centre business remains a key driver, with the company securing a new $450 million undrawn debt facility to support the expansion of its data centre portfolio. The group continues to invest in its people, capabilities, and AI-driven solutions to enhance its offerings and operational efficiency.

While the company expects only modest EBITDA growth in fiscal 2026 due to margin pressures, Macquarie Technology remains well-positioned to capitalize on the growing demand for its cloud, security, and telecommunications services.

SiteMinder Accelerates Growth with Smart Platform

SiteMinder Ltd (ASX:SDR) has reported a strong set of results for fiscal 2025, with annualized recurring revenue (ARR) growing 27.2% on a constant currency and organic basis to $273 million. The company also achieved positive underlying EBITDA of $14.3 million and positive free cash flow for the first time.

SiteMinder's success was driven by the launch of its Smart Platform initiatives, including Channels Plus, Dynamic Revenue Plus, and the Smart Distribution Program. These new products and programs have already delivered positive business outcomes, helping to drive increased property additions and transaction volume.

Looking ahead, SiteMinder is focused on further scaling its Smart Platform offerings, leveraging AI, and optimizing its 'Rule of 40' performance. The company expects to deliver strong growth, profitability momentum, and continued 'Rule of 40' optimization in fiscal 2026.