Daily Roundup

CCA.ASX HZN.ASX EYE.ASX MME.ASX MAP.ASX

Change Financial Delivers Record Revenue in Q2 FY26

Change Financial Ltd (ASX: CCA) had a standout quarter, reporting record revenue of US$4.7m (A$7.0m) in Q2 FY26 - a 34% increase on the prior corresponding period. This was driven by growth in recurring PaaS revenue and continued delivery of one-off licence sales and professional services.

Customer receipts also grew 4% to US$3.9m (A$5.8m), and the company delivered Underlying EBITDA of US$0.9m (A$1.3m), demonstrating the operating leverage in the business. Change's cash position at the end of the quarter was US$2.6m (A$3.9m), with an additional US$1.4m (A$2.1m) held in cash-backed security guarantees.

Buoyed by this performance, Change has upgraded its FY26 revenue guidance to between US$17.5m (A$26.1m) to US$18.5m (A$27.6m) and its FY26 Underlying EBITDA guidance to between US$3.1m (A$4.6m) to US$3.8m (A$5.7m). The company remains focused on building its sales pipeline, winning new deals, and driving operational efficiencies to deliver top and bottom-line growth.

Horizon Oil Delivers Strong Quarterly Results

Horizon Oil Ltd (ASX: HZN) reported a robust quarter, with production and sales volumes increasing 18% and 17% respectively, driven by the first full quarter of production from its Thailand assets. This growth built on the 37% increase in the previous quarter.

Horizon also paid its final FY25 dividend, with cumulative distributions over the past 5 years now exceeding A$250 million. Additionally, the company signed a binding letter of intent with Power and Water Corporation in the Northern Territory to supply uncontracted Mereenie gas through to the end of 2034.

Nova Eye Medical Reports Record December Quarter Sales

Nova Eye Medical Limited (ASX: EYE) delivered record global sales of US$6.1 million in the December 2025 quarter, up 38% year-on-year and 25% on the previous quarter. This strong performance was underpinned by increasing utilization of the company's iTrack™ technology, which has now been used in approximately 180,000 surgical procedures worldwide.

Nova Eye's Last Twelve Months global sales reached ~US$21 million (A$32.2 million), significantly outpacing the estimated industry growth rate of approximately 8%.

MONEYME Delivers Robust Second-Quarter Growth

MONEYME Ltd (ASX: MME) reported strong second-quarter results, with its loan book growing 26% to $1.75 billion and gross revenue increasing 19% to $60 million. The company also saw improvements in credit quality, with net credit losses decreasing to 2.9% and 90+ arrears improving to 96 basis points.

MONEYME's strategy of balancing product mix and credit quality has delivered lower funding costs and an increasing risk-adjusted net interest margin. The company expects to reach a Normalised NPAT breakeven loan book in the short term, and remains on track to deliver its medium-term outlook.

Microba Life Sciences Reports Stellar Q2 FY26 Results

Microba Life Sciences Limited (ASX: MAP) reported a standout Q2 FY26, with core testing volumes up 90% year-over-year and the company on track to exceed 24,000 core tests in FY26. The company saw record Microbiome Explorer test sales in Australia and the UK, as well as continued growth in its Invivo branded supplement business.

Microba is making good progress on its diagnostic testing strategy, advancing from the innovator phase into the early adopter and early majority segments across its key markets. The company is also leveraging AI-driven transformation to drive efficiency gains and improve customer experiences.