Aerometrex Ltd. · ASX:AMX
Aerometrex — H1 2026 Earnings Presentation
17 slides from Aerometrex's earnings presentation, Feb 23, 2026
Slide 1: 1H26 Results Presentation
1H26 RESULTS PRESENTATION 23 FEBRUARY 2026
Slide 2: Disclaimer
DISCLAIMER This presentation is provided for information purposes only and is not a disclosure document as defined under the Corporations Act 2001 (Cth). This presentation does not constitute an offer, invitation, solicitation or recommendation with respect to the purchase, sale or issue of any secu
Slide 3: 1H26 Results Overview
1H26 RESULTS OVERVIEW 01
Slide 4: FY25 Snapshot
FY25 SNAPSHOT Record revenue, accelerating subscription growth and strong earnings momentum Annual Contract Value (ACV) Operating Revenue EBITDA 13,000 $12.93m $3.55m 12,000 12,294 YoY growth of +31.8% ACV ($'000) (1H25: $11.51m) (1H25: $1.05m) 11,000 10,000 10,562 Cash Flow from Cash Balance Operat
Slide 5: Financial Results Overview
FINANCIAL RESULTS OVERVIEW 1H26 1H25 Change Change Operating Revenue $'000 $'000 v PCP $'000 v PCP % Subscription revenue 14,000 MetroMap 5,708 4,715 993 21.1% Subscription revenue 5,708 4,715 993 21.1% 13,000 PCP growth of +12.3% 12,933 Off-the-shelf dataset revenue 12,000 3D 29 87 (58) (66.7%) 12,
Slide 6: Earnings Leverage
EARNINGS LEVERAGE Revenue growth translating into materially improved earnings EBITDA EBITDA of $3.55m, up 237.7% YoY 4.5 4 3.5 3.46 EBITDA margin expansion driven by: 3.55 2.41 3 Improved revenue $millions 2.5 2.1 Cost discipline 2 Subscription scale 1.5 Improved utilisation 1 1.05 0.5
Slide 7: 1H26 Revenue Growth & Quality
1H26 REVENUE GROWTH & QUALITY Shift toward higher-quality, recurring subscription revenue continues Revenue Revenue composition shifting towards MetroMap MetroMap Subscriptions MetroMap - on demand MetroMap Off-the-shelf Total revenue growth driven by subscriptions LiDAR 3D and LiDAR 14,000 12,933
Slide 8: MetroMap 1H26 Outcomes
METROMAP 1H26 OUTCOMES MetroMap Subscription Revenue Annual Contract Value (ACV) 1H 2H 13,000 12,000 12,000 12,294 10,000 YoY growth of 9,568 +31.8% ACV ($'000) 8,581 4,853 11,000 8,000 4,471 7,191 Revenue ($'000) 3,609 10,000 6,000 5,855 10,562 3,138 5,708 9,000 9,357 9,329 4,000 3,640 4,715 4,110
Slide 9: MetroMap Major Product Enhancements
METROMAP MAJOR PRODUCT ENHANCEMENTS Expansion of Capture Program Capturing more of Australia than ever before, now covering 94% of the population Over 8,000 sq kms of additional imagery 56 new and extended areas added in key growth corridors Increase in capture frequency including Sydney met
Slide 10: Project Revenue
PROJECT REVENUE LiDAR Revenue 3D Revenue 16,000 1H 2H 1H 2H 14,120 4,000 14,000 12,763 6,976 3,500 3,361 12,000 11,319 7,987 10,914 1,666 Revenue ($'000) 6,366 3,000 10,000 5,679 Revenue ($'000) 8,923 8,929 2,477 2,500 8,000 4,699 5,284 2,147 1,270 2,000 1,952 6,468 1,849 908 7,144 1,088 6,000 6,442
Slide 11: Investor Value Proposition
INVESTOR VALUE PROPOSITION Clear inflection in Financials MetroMap Double digit revenue growth Proven scalable SaaS/DaaS model Stability in cash balance MetroMap subscription product past breakeven Significant EBITDA growth Compelling product upgrades enhance value Generating Free Cash
Slide 12: Company Information
COMPANY INFORMATION 02
Slide 13: Vision & Purpose Statements
VISION & PURPOSE STATEMENTS Our Vision We provide insight to stimulate your imagination Our Purpose To deliver customers quality & innovative geospatial solutions so they ‘can see their world clearly’ Our Values Are perfectly ‘CLEAR’ Aerometrex Investor Presentation – February 2026 13
Slide 14: Our Values Are 'CLEAR'
OUR VALUES ARE ‘CLEAR’ C L E A R Curiosity Leadership Empowering Accountability Respect Asking the Driven to Employees, As a company, All people & our ‘how can we’ & succeed, customers & team & team environment challenging the trusted to industries member ‘we can’t’ deliver Aerometrex Investor Prese
Slide 15: Wide Ranging Customer Solutions
WIDE RANGING CUSTOMER SOLUTIONS KEY PRODUCTS LINES MetroMap LiDAR 3D Other multi-product applications Urban planning, Urban planning, Urban planning, consultation & consultation & consultation & Event planning Engineering studies development development development EXAMPLE USE CASES Environmental En
Slide 16: Corporate Profile
CORPORATE PROFILE Capital Structure Board of Directors Major Shareholders 13 February 2026 13.9% ASX Code AMX 33.4% 16.8% Shares on issue 94.99m Mark Lindh Robert Veitch Peter Foster Independent Managing Director & Independent 35.9% Share Price $0.26/sh Non-Executive Director, Chief Executive
Slide 17: Contact Information
CONTACT INFORMATION Robert Veitch Aerometrex Ltd Chief Executive Officer 51-53 Glynburn Road Glynde SA 5070 investorrelations@aerometrex.com.au Chris Mahar +61 8 8362 9911 Chief Financial Officer aerometrex.com.au metromap.com.au 23 FEBRUARY 2025 This presentation has been approved by the Board of A