Ikegps Group Ltd · NZX:IKE
Ikegps — Q1 FY26 Earnings Presentation
5 slides from Ikegps's earnings presentation, Jul 29, 2025
Slide 1: 1Q FY26 Performance Update
For immediate release, 29 July 2025 1Q FY26 Performance Update Continued growth of annual subscription revenue exit run rate (+29% vs pcp). Reiteration of FY26 guidance for ~35% or greater growth in platform subscription revenue and EBITDA breakeven on a run-rate basis in H2 FY26. Total recogn
Slide 2: CEO commentary: ERR, FX impacts and new product modules
reported ERR by ~NZ$1.3m. There were also some expected impacts forecasted operating shifts from two long-term customers. Importantly, neither are lost, and include a national engineering group who have continued to transition to a full self-perform transaction-based business model with IKE, versus
Slide 3: Takeaways
Takeaways Subscription seat license growth of +45% YoY. Seat count growth has accelerated at a fast pace due to customer additions and upsells, as well as selling customers onto a per-seat subscription model when adopting the new IKE PoleForman product (released late FY24). Takeaways Revenue and gro
Slide 4: About IKE
The Company added 22 new subscriptions customers during 1Q 2026, or approximately 1.8 new customers per week ENDS About IKE We are IKE, the PoleOS™ Company. IKE aims to become the standard for collecting, analyzing and managing pole and overhead asset information for electric utilities, communicatio
Slide 5: Contact
Contact: Glenn Milnes CEO & Managing Director +1 720-418-1936 glenn.milnes@ikegps.com Simon Hinsley Investor Relations +61-401-809-653 simon@nwrcommunications.com.au ikeGPS Group Limited 329 Interlocken Parkway, Suite 329, Broomfield CO 80021, USA Office: +1 303 222 3218 www.ikegps.com 5