Daily Roundup
Thursday, 26th February 2026
Last updated: 09:00 | Max Version 🚀
CCA.ASX AIM.ASX ACE.ASX EYE.ASX CTD.ASX
Change Financial Delivers Record H1 FY26 Results
Change Financial has reported a record H1 FY26, with revenue up 29% to US$9.3m (A$13.3m) and Underlying EBITDA of US$1.8m (A$2.6m), marking the company's first-ever profit. The strong performance was driven by continued scaling of the Vertexon PaaS platform, with 110k+ active cards and 9.8m transactions processed, up 16% on the prior corresponding period.
The company's PaaS revenue now accounts for 85% of total revenue, supported by a growing client base and increasing transaction volumes. Change Financial also delivered one-off licence sales and professional services revenue above historical run rates. Operationally, the company has strengthened its Vertexon PaaS platform, enhanced its digital capabilities, and progressed the modernisation of its PaySim offering.
Looking ahead, Change Financial has upgraded its FY26 guidance, with revenue expected in the range of US$17.5m to US$18.5m (A$25.0m to A$26.4m) and Underlying EBITDA of US$3.1m to US$3.8m (A$4.4m to A$5.4m). The company is focused on delivering profitable growth, leveraging its strong foundations in Australia and New Zealand, and expanding its global presence.
Ai-Media Technologies Reports Strong 1HFY26 Results
Ai-Media Technologies Limited (ASX: AIM) reported strong 1HFY26 results, with Annual Recurring Revenue (ARR) increasing 80% to $30.0M and an ARR gross margin of 84%. As a result, the company has upgraded its FY26 ARR growth guidance from 35% to over 50%.
Total revenue for 1H26 was $29.8 million, a 6% decrease on the prior corresponding period, reflecting the transition from legacy Services to a recurring revenue model and lower capital sales. The company's gross margin increased to 70%, driven by the revenue mix shift toward higher-margin recurring revenue.
Ai-Media also announced the launch of its next-generation AI-native encoders under a Hardware-as-a-Service (HaaS) model from April 2026, which is expected to increase recurring revenue intensity and expand lifetime value per customer deployment. The company has withdrawn its previously stated FY29 aspirational revenue and EBITDA targets, and will now focus on disclosing key metrics such as ARR growth, ARR gross margin, and recurring revenue mix.
Acusensus Expands Fixed Site Enforcement Contract in WA
Acusensus Limited (ASX:ACE) has announced the expansion of its existing agreement for fixed site multi-function enforcement in Western Australia. The incremental contract value associated with this contract variation is expected to total approximately $11.2 million (excluding GST).
This expansion will see the new fixed solutions progressively deployed throughout the state from the second half of 2026 and throughout 2027. This follows the expansion and extension of the multi-function trailer-based enforcement program in Western Australia, with a total incremental contract value of approximately $13 million (excluding GST).
Acusensus Founder and Managing Director, Alexander Jannink, said: "We are pleased that our ongoing partnerships with the WA Road Safety Commission will assist its ability to enforce key road safety behaviours."
Nova EYE Medical Delivers Sales Growth and Improves Bottom Line
Nova Eye Medical Limited (ASX: EYE) reported record half-year revenue of US$11 million (A$16.7 million) for H1FY26, up 31% in constant currency. This reflects continued momentum in the United States and expanding sales outside the USA.
The company's EBITDA loss for H1FY26 was A$2.2 million (US$1.4 million), compared with A$4.2 million (US$2.8 million) in the prior comparative period. This improvement was driven by significant gross margin improvement and operating leverage. Positive EBITDA was achieved in December 2025, consistent with Company guidance.
Looking ahead, Nova Eye Medical expects sales revenue (excluding China) of US$21 - 24 million (A$32 - 37 million) in FY26, implying a minimum 21% growth and mid guidance growth of 30%. The company is targeting breakeven EBITDA in H2FY26.
Corporate Travel Management Provides 1HFY26 Trading Update
Corporate Travel Management (CTM) has provided a trading update for the half year ended 31 December 2025 (1HFY26), based on unaudited consolidated management accounts. The company reported revenue and other income of AUD 348.5 million and Underlying EBITDA of AUD 77.7 million, with an Underlying EBITDA margin of 22.3%.
Cash at 31 December 2025 was AUD 121.2 million, reflecting the working capital impact of revised IATA arrangements and payments to key impacted UK customers as part of the remediation program. CTM continues to win new business, with client retention remaining strong at or above 97%.
Work on the UK forensic accounting review is approaching finalization, and CTM is targeting the issuance of audited FY25 financial statements and reviewed 1HFY26 financial statements, as well as the reinstatement of CTM's shares trading on the ASX, in Q2 calendar year 2026.
References
| CCA.ASX | 08:43 | 81 H1 FY26 Results Summary - Maiden Profit |
| AIM.ASX | 08:05 | 79 1HFY26 Results Presentation |
| AIM.ASX | 08:05 | 79 1HFY26 Results |
| AIM.ASX | 08:05 | 79 Appendix 4D & Interim Financial Report |
| CCA.ASX | 08:44 | 73 H1 FY26 Investor Presentation |
| CCA.ASX | 08:43 | 73 H1 FY26 Half Year Report and Accounts |
| ACE.ASX | 08:12 | 73 Fixed site enforcement contract expansion in WA |
| EYE.ASX | 08:16 | 71 EYE Delivers Sales Growth and Improves Bottom Line |
| CTD.ASX | 08:14 | 70 1HFY26 (Unaudited) Trading Update |
| ACE.ASX | 08:11 | 65 Acusensus 1H FY26 Investor Presentation |
| ACE.ASX | 08:11 | 65 Acusensus 1H FY26 Results Release |
| ACE.ASX | 08:11 | 65 Acusensus Appendix 4D and Half-Year Financial Report |
| EYE.ASX | 08:15 | 63 Half Yearly Report and Accounts |