Asset Vision Co Ltd · ASX:ASV

Asset Vision — FY2025 Earnings Presentation

27 slides from Asset Vision's earnings presentation, Aug 25, 2025

  1. Slide 1: Asset Vision FY25 Full Year Results

    ASSET VISION FY25 – Full Year Results

  2. Slide 2: Financial Highlights

    FINANCIAL HIGHLIGHTS Licensing revenue: +32% YoY to $4.03M ARR growth: +28% YoY to $4.4M Operating cash flow: +152% YoY to $1.33M Cash at Bank: $1.53M, up from $0.66M in FY24 Debt-free: Final settlement of EagleSoft completed, strengthening balance sheet

  3. Slide 3: Asset Vision: Market Information

    ASSET VISION : MARKET INFORMATION Capital Structure Share Price and Volume as at 22/08/2025 ASX Code ASV Share Price $0.045 Market Capitalisation $33.5M Shares on Issue 744M Unlisted Options 35M Cash at Bank 30 Jun 25 $1.53M Substantial Shareholders MA Financial 6.2% Salter Brothers 5.4% Top 20 Shar

  4. Slide 4: Asset Vision: Board

    ASSET VISION : BOARD The board of Asset Vision brings a wealth of experience from across technology, asset management, and financial leadership. Luke Donnellan Peter Borden Damian Smith Lucas Murtagh Vesna Jelesic Chairman Independent Director Co-CEO and Co-CEO and CFO and Executive Director Executi

  5. Slide 5: Asset Vision: Introduction

    ASSET VISION : INTRODUCTION At Asset Vision, we see infrastructure as more than concrete and steel. It’s the framework that supports communities, economies, and daily life. We make asset management smarter and easier for the people who keep everything moving — from crews on site to project managers

  6. Slide 6: Our Vision

    OUR VISION To be a global SaaS leader in enterprise asset management by making critical infrastructure easier to manage.

  7. Slide 7: Asset Vision

    Asset Vision Industry Leading Enterprise Asset Management Platform harnessing the Power of Al. Local Government Management All of your Port and Marine assets AComprehensive and Flexible Transform your approach to Road managed in a single Platform Approach to Facilities Management ‘and Pathway manage

  8. Slide 8: Asset Vision: Features

    ASSET VISION : FEATURES Streamlining and simplifying asset management processes, empowering our customers to efficiently track, manage, and optimise their assets throughout their entire lifecycle. REGISTER VALUE AUTOPILOT+AI MOBILISE Any asset, attribute, Track asset valuations & Use AI for road & p

  9. Slide 9: FY25: Key Priorities

    FY25 : KEY PRIORITIES Priority 1 - Innovate our platform, through sustained investment in research and development Priority 2 - Drive ARR growth in the road maintenance market Priority 3 - Convert our sales pipeline in new asset verticals Priority 4 - Build partnerships to enhance our value proposit

  10. Slide 10: Priority 1: Innovate Our Platform

    PRIORITY 1 : INNOVATE OUR PLATFORM We continuously evolve our platform to meet the changing needs of our users and the markets we operate in. Through innovation and R&D, we explore emerging technologies to unlock advanced features and capabilities. Integration Ensuring that we provide our Innovation

  11. Slide 11: Priority 1: Innovate Our Platform

    PRIORITY 1 : INNOVATE OUR PLATFORM AutoPilot Evolution AI Automatic defect detection AutoPilot Rewind AutoPilot uses AI to detect potential road surface and roadside defects, currently detecting potholes, cracking, crocodile cracking, edge breaks and leaning guideposts. Our Rewind mode helps users e

  12. Slide 12: Priority 1: Innovate Our Platform

    PRIORITY 1 : INNOVATE OUR PLATFORM Asset Vision has continued to innovate its web and mobile platforms throughout the year. Recent Web platform updates include increased accessibility to AutoPilot imagery and new categories of defect detection. Our Mobile App went through major framework updates as

  13. Slide 13: Priority 1: Innovate Our Platform

    PRIORITY 1 : INNOVATE OUR PLATFORM Asset Vision has enhanced its financial capture and reporting capabilities, giving customers smarter tools for planning, budgeting, and reporting. The enhancements improve visibility, strengthen forecasting, and align asset valuations with long-term investment deci

  14. Slide 14: Priority 2: Drive ARR Growth

    PRIORITY 2 : DRIVE ARR GROWTH Asset Vision is delivering expansion revenue as asset owners bring contractors onto the platform, major contractors scale their use and take us into contracts with other asset owners, and demand grows for new features such as AutoPilot+AI, capital works, and accounting

  15. Slide 15: Priority 3: Convert Our Sales Pipeline

    PRIORITY 3 : CONVERT OUR SALES PIPELINE Asset Vision is partnering with Bright & Duggan to deliver a scalable facilities asset management solution, consolidating 30+ asset types into one platform. Hope Island and Martha Cove are now live, streamlining inspections, maintenance, and compliance with fu

  16. Slide 16: Priority 3: Convert Our Sales Pipeline

    PRIORITY 3 : CONVERT OUR SALES PIPELINE Asset Vision has secured a five-year, contract with Westernport Water to implement a cloud-based Asset Management Information System, enhancing infrastructure oversight and service delivery across 27 Victorian townships. The total contract value of ~ $1.5 mill

  17. Slide 17: Priority 3: Convert Our Sales Pipeline

    PRIORITY 3 : CONVERT OUR SALES PIPELINE Building momentum with six recent local government wins, including Shire of Mundaring (WA), Yarriambiack Shire, Gannawara Shire, Buloke Shire, Swan Hill, and Greater Dandenong. We have also partnered with Modelve to expand our offering to councils, combining A

  18. Slide 18: Priority 3: Convert Our Sales Pipeline

    PRIORITY 3 : CONVERT OUR SALES PIPELINE V Through our partnership with Kairos Strategies, our platform is being used to manage asset data across Brisbane’s iconic South Bank precinct. This initiative is enhancing visibility, compliance, and performance across a diverse portfolio of assets.

  19. Slide 19: Priority 4: Strategic Partnerships

    PRIORITY 4 : STRATEGIC PARTNERSHIPS We empower our customers by collaborating with world class organisations to provide integrated end to end solutions. Modelve is an asset modeling Exco is a management consulting Kairos Strategies specialise in platform providing a centralised firm specialising in

  20. Slide 20: Priority 5: Cashflow Positive for FY25

    PRIORITY 5 : CASHFLOW POSITIVE FOR FY25 Total Cash and Cash Equivalents V Total cash at bank as at 30 June was $1.53M. With the #039;000s 1,532.8 settlement of the remaining EagleSoft consideration, we are now debt-free and generating positive cash flow. 714.9 656.6 V Operating cash inflows of $1.33M,

  21. Slide 21: Priority 6: Supporting Our People

    PRIORITY 6 : SUPPORTING OUR PEOPLE We continue to provide a flexible and safe working environment that embraces continuous learning and fosters an inclusive culture. In FY26, we will roll out our new remuneration policy to not only reward loyalty and performance but also to attract exceptional talen

  22. Slide 22: Priority 7: Focus on Quality & Security

    PRIORITY 7 : FOCUS ON QUALITY & SECURITY ISO CERTIFICATIONS • ISO 27001:2022 - Information Security Management System • ISO 14001:2015 - Environmental Management System • ISO 45001:2018 - OH&S Management System • ISO 9001:2015 - Quality Management System COMPLIANCE • Australian Government Informatio

  23. Slide 23: FY25: Financial Performance

    FY25 : FINANCIAL PERFORMANCE Strong licensing growth and disciplined execution have delivered cash flow positive, debt free operations. Asset Vision is on track for continued growth and profitability. FY25 FY24 Change (%) Licensing Revenue 4,027,425 3,056,686 32% Services Revenue 997,612 1,032,358 (

  24. Slide 24: FY26: Looking Forward

    FY26 : LOOKING FORWARD

  25. Slide 25: FY26: Growth Strategy

    FY26 : GROWTH STRATEGY FY26 has started on a strong footing, with wins at Westernport Water and across councils delivering $421K in ARR. Our pipeline is at its strongest to date, and with multiple proposals underway, we expect further growth in 1H26. Our strategy continues to perform, supporting bot

  26. Slide 26: FY26: Key Priorities

    FY26 : KEY PRIORITIES Priority 1 - Continuously enhance and strengthen our platform through focused R&D investment Priority 2 - Deliver ARR growth across our chosen asset verticals Priority 3 - Strengthen our brand and demand generation through targeted marketing Priority 4 - Align financial perform

  27. Slide 27: Asset Vision: Summary

    ASSET VISION : SUMMARY Our Mission: Making asset management easy and more collaborative by building a platform teams love to use every day. Proven EAM SaaS Platform Large Market Opportunity Excellent SaaS Economics Experienced Team End-to-End Asset Management Platform: Infrastructure Spending: Globa

Asset Vision — FY2025 Earnings Presentation on 6ix