Daily Roundup

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Xreality Group Ltd is firing on all cylinders with a 43% surge in total income to $20.0 million for FY26, alongside a dramatic turnaround in profitability. The company's net loss has narrowed to just $0.1 million from $3.1 million the year prior, while EBITDA jumped to $3.8 million. The real story, though, is in the growth of Operator XR, the company's flagship product. Its global customer base expanded by 76% to 118 clients, and the qualified sales pipeline has ballooned to $80.4 million. Annual Recurring Revenue climbed to $8.0 million with deferred revenue hitting $15.5 million, providing solid visibility into future earnings. Recent wins include a $5.7 million contract with the Texas Department of Public Safety and the company's first European deal with the Swedish Armed Forces. Management is optimistic heading into FY27, eyeing larger defence programs and continued international expansion.

AML3D Ltd is proving that patience pays off. The 3D printing specialist reported record FY26 revenue of $12.5 million, a 70% jump year-on-year, and achieved something significant: its first profitable half-year with $608,000 in EBITDA. The company's order book hit $29 million, with $16.8 million rolling into FY27, while its cash position strengthened to $26.7 million. The company has successfully diversified into the UK Defence market and high-value industrial sectors in the US, with an estimated global sales pipeline of $78 million. Looking ahead, AML3D plans a $12 million investment to double its US capacity, signalling confidence in sustained momentum.

BetMakers Technology Group Ltd is proving that disciplined cost management and digital growth can drive impressive results. FY26 revenue grew 8.8% to $92.6 million, but the real headline is the 205% surge in Adjusted EBITDA to $14.1 million. The company's Adjusted Gross Margin improved to 66.9%, while operating expenses actually fell 6.0% to $49.4 million. Strong operating cash-flow of $5.0 million underscores the quality of earnings. The company is doubling down on technology-led growth and operational discipline for FY27.

Verbrec Ltd delivered a transformational year. Revenue from continuing operations surged 52% to $118.5 million, while Adjusted EBITDA climbed 47% to $8.7 million. Net profit after tax more than doubled to $4.2 million, and work in hand jumped 77% to $78 million. The company is backing its momentum with FY27 guidance of $140 million to $160 million in revenue and $10 million to $12 million in Adjusted EBITDA. Growth is expected to be fuelled by full-year contributions from Alliance Automation, improved cross-selling, and margin gains from integration activities. The board also increased dividends to 0.25 cents per share.

4DS Memory Ltd is making a strategic move to bolster its computing capabilities. The company has entered into a binding agreement to acquire Jenesys Pty Ltd for up to $5 million. The deal combines 4DS's PCMO-based resistive memory technology with Jenesys's Edge-AI software to create an integrated platform for computing-in-memory and neuromorphic computing applications. Jenesys's CEO, Jaspal Sarai, will join 4DS's board upon completion. The acquisition will be funded through a non-renounceable rights issue and placement, with completion expected in October 2026. 4DS's trading suspension has also been lifted following the announcement.