Daily Roundup

CXZ.ASX CGS.ASX GQG.ASX ARB.ASX ALC.ASX

Connexion Mobility Reports Solid Q1 Results, Continues Growth Focus

Connexion Mobility Ltd has delivered a solid start to the 2026 financial year, reporting revenue growth, increased gross profit, and a focus on long-term shareholder value. The company's mobility SaaS platforms, OnTRAC and Connexion, continue to gain traction with US automotive OEMs and franchised dealers, helping them manage their courtesy transportation activities.

In Q1 FY26, Connexion saw revenue growth from its Connexion subscriptions, as well as income linked to vehicle inventories and steady revenue from feature enhancements. Gross profit increased marginally quarter-over-quarter to $1.9 million, while net profit before tax dipped 19% to $0.7 million, mainly due to the absence of government incentives received in the prior quarter.

Connexion's top priority remains growing long-term shareholder value through product enhancements, sales, and commercial partnerships. This includes the acquisition of a substantial minority ownership in Covertrue Group Pty Ltd, further diversifying the company's earnings. With a strong financial position and 12 consecutive quarters of increased revenue, Connexion is well-positioned to continue executing on its growth strategy.

Cogstate Delivers Record Sales Contracts, Diversifies Customer Base

Cogstate Ltd has provided a business update ahead of its upcoming Annual General Meeting, highlighting the growing demand for its services and strong financial performance.

The company reported a record number of sales opportunities in the September quarter, up 72% year-over-year, reflecting both market growth and increased market share. This translated into $21.4 million in executed sales contracts for the quarter, an 88% increase compared to the prior year period.

Cogstate's customer base continues to diversify, with the company expanding into new indications beyond its core focus on central nervous system diseases. For the upcoming December half-year, Cogstate expects revenue to be 18-20% higher than the same period last year, closely aligning with the strong results in the second half of FY25.

While the company anticipates a slight margin decline of up to 3 percentage points in FY26 due to increased investments for growth, Cogstate remains well-positioned to capitalize on the growing demand for its innovative services.

GQG Partners Declares Q3 Dividend, Maintains Global Expansion

Global investment firm GQG Partners Inc. has announced a quarterly dividend of US$0.0370 per share, equivalent to AUD$0.056775 per share, for the three-month period ended 30 September 2025. The dividend represents 90% of the company's estimated third-quarter distributable earnings.

GQG Partners, which manages over $167 billion in assets for clients around the world, continues to demonstrate its commitment to returning capital to shareholders. The ex-dividend date is 21 October 2025, with the cash payment scheduled for 17 December 2025.

As GQG Partners expands its global footprint, the company remains focused on delivering strong investment performance and value for its shareholders. The firm's diversified portfolio and disciplined approach have contributed to its continued growth and success.

ARB Corporation Invests in Innovation, Expands Internationally

ARB Corporation Ltd, a leading manufacturer and distributor of 4x4 accessories, presented its 2025 Annual General Meeting with a focus on the company's financial performance and future outlook.

Despite challenging market conditions, ARB achieved 5.3% sales revenue growth in FY25, with a 10-year compound annual growth rate of 8.3% in profit after tax. The company continued to invest heavily in its manufacturing capabilities, engineering, and new product development, including the establishment of a US-based engineering team and the redevelopment of the Earth Camper product for the US market.

ARB's Australian aftermarket business remained strong, representing 55.2% of total sales, while export sales grew by 16.4% and now account for 36.6% of total sales. The company also provided updates on its safety initiatives and improvements in areas such as injury management and employee welfare.

Looking ahead, ARB expects similar new vehicle sales in FY26 compared to FY25, with growth in some segments offsetting declines in others. The company remains focused on innovation, new product development, and international expansion to drive continued growth.

Alcidion Celebrates 25 Years, Delivers Record Financial Results

Alcidion Group Limited, a leading provider of healthcare technology solutions, celebrated its 25th anniversary by presenting its 2025 Annual General Meeting Chair Address and Presentation.

The company highlighted its record financial performance in FY25, including 10% revenue growth, 31% growth in Annual Recurring Revenue, and $5.1 million in underlying EBITDA. Alcidion secured $73.8 million in new contract value, more than double the previous period, including a landmark $39 million Electronic Patient Record (EPR) contract with the North Cumbria NHS Trust.

As Alcidion moves into FY26, the company enters the year with $34 million already secured in contracted revenue and a strong pipeline, positioning it for sustained growth, innovation, and impact in the global healthcare market. The company's focus is on driving organic growth, evolving its product with deeper AI capabilities, and exploring new territories and adjacencies, all while maintaining disciplined execution.