Daily Roundup

Thursday, 28th August 2025
Last updated: 20:00

DDR.ASX AIM.ASX ABV.ASX SDI.ASX RTH.ASX

Dicker Data Delivers Strong H1 FY25 Results

Dicker Data (ASX: DDR) has reported a robust set of financial results for the first half of FY25, demonstrating the company's resilience and ability to navigate a dynamic market environment.

The technology distribution giant saw gross sales and other revenue increase by 15.7% to $1,840.5 million, driven by accelerated PC refresh activity and significant AI-related transactions. Net profit after tax grew by 11.1% to $39.4 million, while the company continued to reward shareholders with fully franked interim dividends of 22.0 cents per share.

Dicker Data's Australian operations delivered an impressive 18.0% increase in gross revenue to $1,548.9 million, with operating profit before tax up 14.5% to $52.9 million. The New Zealand business also performed well, with gross revenue up 4.9% to $291.7 million and profit before tax rising 10.9% to $5.1 million.

Looking ahead, the company expects the Windows 10 refresh opportunity and its growing AI distribution business to continue driving strong growth in the second half of the financial year. Dicker Data has provided FY25 guidance for gross revenue between $3.7 billion and $3.8 billion, representing growth of 10% to 13%, and net operating profit before tax between $120 million and $124 million.

The company's strategic initiatives and new vendor partnerships position it well to capitalize on the ongoing technology transformation and capitalize on emerging opportunities in the AI space.

Ai-Media Technologies Drives Technology Growth in FY25

Ai-Media Technologies Ltd (ASX: AIM) has reported its FY25 financial results, highlighting the company's successful transition to a technology-led business model.

Technology revenue now accounts for 63% of Ai-Media's total revenue, growing 19% to $41.1 million. The company's Annual Recurring Revenue (ARR) reached $17.0 million, with a robust technology gross margin of 86%.

Ai-Media provided ARR growth guidance of ~35% to ~$23.0 million in FY26, demonstrating its confidence in the continued momentum of its technology offerings. The company's strategic priorities revolve around product expansion, geographic penetration, and segment differentiation, as it seeks to capitalize on the growing demand for its AI-driven captioning, transcription and translation solutions.

Key highlights for the year included the launch of LEXI Voice, an AI-powered live voice translation solution, and the acceleration of R&D for LEXI AI, a confidential and private Generative AI platform. Ai-Media also expanded its global footprint, entering 17 new European countries during FY25.

Looking ahead, Ai-Media remains focused on achieving its aspirational FY29 targets of $150 million in revenue and $60 million in EBITDA, with technology revenue expected to account for over 80% of the total.

Advanced Braking Technology Reports Robust FY25 Results

Advanced Braking Technology Ltd (ASX: ABV) has reported an outstanding performance for the fiscal year 2025, demonstrating robust growth across its operations.

The company's total product sales revenue reached $18.7 million, a 27% increase on the prior year, reflecting sustained demand and effective business development. Net Profit After Tax (NPAT) grew by 36.26% to $1.78 million, while underlying NPAT (excluding R&D tax income rebate) increased by 87% to $1.05 million, highlighting the significant improvement in the company's core operating profitability.

ABT's cash position also strengthened, with cash and cash equivalents reaching $2.88 million, a 19.4% increase. The company successfully launched its cutting-edge autonomous braking system, BRAKEiQ, and the Failsafe Sealed Integrated Brake System (SIBS) for the popular Toyota Hilux light vehicle, expanding its product portfolio and revenue potential.

Looking ahead, ABT expects to continue its strong growth trajectory, driven by the unprecedented revenue pipeline for its SIBS product internationally and the continued market development of BRAKEiQ. The company remains focused on prioritizing innovation as a key driver for future growth, anticipating broader applicability of its technologies to a wider array of vehicles.

SDI Ltd Delivers Solid FY25 Results

SDI Ltd, a leading dental technology company, reported a 16.7% increase in net profit after tax to $12.2 million for the 12 months ending June 2025. The company saw continued growth in Aesthetic and Whitening product sales, while managing operating expenses and improving gross margins.

Total sales were $110.4 million, down 0.7% on the prior year, with good growth in the European and Brazilian markets offset by declines in Middle Eastern, Asian, and Amalgam sales. Gross margin improved by 80 basis points to 62.9%, driven by operational efficiencies and favorable product and geographical sales mix.

The company continued to focus on its strategic priorities, including new product development in Aesthetics and Whitening, achieving manufacturing and logistic efficiencies, and investing in production automation and processes. SDI expects gross margins to continue to improve as the new production machinery installed during the year becomes fully operational.

Looking ahead, the company will continue to focus on Aesthetics and Whitening products for new product development, with the Stela product exceeding expectations. Investment in production automation and ongoing R&D will support SDI's growth objectives.

RAS Technology Holdings Delivers Strong FY25 Results

RAS Technology Holdings Ltd (ASX: RTH) has reported a strong financial performance in FY25, with revenue surging 31% to $21.3 million and the company delivering its second consecutive year of pre-tax profitability.

The company's Annual Recurring Revenue (ARR) expanded by 16% to reach $21.8 million, including a $1.1 million contribution from the Hong Kong acquisition completed during the year. RAS achieved a before-tax profit of $754,000 in FY25, demonstrating the underlying strength and profitability of its core operations.

The strategic acquisition of six leading Hong Kong-based racing publications and data services significantly expanded RAS's addressable market and created multiple pathways for medium-term revenue growth. The company also invested heavily in strengthening its technology infrastructure and capabilities, including establishing a dedicated trading team to support its comprehensive racing solution.

Looking ahead, RAS remains focused on expanding its technology capabilities and infrastructure to enhance operational efficiency and enable scalable growth across global markets. The company will pursue expansion opportunities in premium markets including the US, UK, Europe and other high-value territories, as well as continuing to develop its Asian operations through targeted investment in regional leadership and advanced technology platforms.