Asset Vision Co Ltd · ASX:ASV
Asset Vision — H1 2026 Earnings Presentation
21 slides from Asset Vision's earnings presentation, Feb 17, 2026
Slide 1: Asset Vision 1H 26 Results Presentation
ASSET VISION Building a scalable SaaS platform for critical infrastructure 1H 26 – Results Presentation
Slide 2: 1H 26 Highlights - Growing ARR with Focus, Discipline and Momentum
1H 26 HIGHLIGHTS - GROWING ARR WITH FOCUS, DISCIPLINE AND MOMENTUM ARR: +38% vs pcp to $5.2M, driven by new council wins and enterprise contract extensions SaaS Quality: Rule of 40: 55, reflecting strong growth with positive cash EBITDA Cash: $2.2M cash at bank (+121% vs pcp), providing capacity to
Slide 3: 1H 26: Financial Summary
1H 26 : FINANCIAL SUMMARY ARR increased 38% to $5.2m with positive cash EBITDA and $2.2m cash at bank (+121% vs pcp). FTE costs increased owing to new hires, market-aligned salary adjustments, and the recognition of full-period bonus accruals in 1H26 (nil accrual 1H25). 1H 26 1H 25 Change (%) ARR 5,
Slide 4: Asset Vision: Market Information
ASSET VISION : MARKET INFORMATION Capital Structure Share Price and Volume as at 12/02/2026 ASX Code ASV Share Price $0.042 Market Capitalisation $31.6M Shares on Issue 751M Unlisted Options 35M Cash at Bank 31 Dec 25 $2.15M Substantial Shareholders MA Financial 6.1% Salter Brothers 5.3% Top 20 Shar
Slide 5: 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 Director Co-CEO and Director CFO and Company
Slide 6: Our Vision & Purpose
OUR VISION & PURPOSE To make asset management easy and more collaborative by building a platform teams love to use every day. To be a global SaaS leader in enterprise asset management by making critical infrastructure easier to manage.
Slide 7: One Platform for the Asset Lifecycle
ONE PLATFORM FOR THE ASSET LIFECYCLE MARKET CONTEXT: The global EAM market represents a ~US$7.2b opportunity growing at ~10–12% per annum. Ageing infrastructure, constrained budgets and higher compliance standards are increasing pressure on asset owners to do more with less while continuing to deliv
Slide 8: Asset Vision: Asset intelligence for critical infrastructure
Asset Vision Asset intelligence for critical infrastructure Helping councils manage Supporting reliable performance Oversight of the buildings & places confidence, consistenc\ across essential utility networks ‘our communities depend on
Slide 9: Our Customers
OUR CUSTOMERS Serving public and private asset owners and maintainers across critical infrastructure, utilities and community assets, with long-term, low-churn contracts that deliver stable, recurring revenue and strong lifetime value. Electel RESOURCES
Slide 10: 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
Slide 11: Priority 1: R&D Driving Platform Enhancement
PRIORITY 1 : R&D DRIVING PLATFORM ENHANCEMENT 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
Slide 12: AI Built into Everyday Asset Management
AI BUILT INTO EVERYDAY ASSET MANAGEMENT Our view on AI is simple: it should make everyday work easier and safer, not add complexity or change how teams operate. That’s why AI in Asset Vision is built directly into the workflows people already use. AUTOMATIC DEFECT TOP VIEW DETECTION Utilising advanc
Slide 13: Priority 2: Deliver ARR Growth
PRIORITY 2: DELIVER ARR GROWTH Asset Vision delivered 38% ARR growth to $5.2M in 1H26, supported by strong customer acquisition, including multiple new councils. With a strong pipeline of qualified opportunities, AV has strong forward momentum across all its core asset verticals. Electel Resources
Slide 14: Priority 3: Strengthening Our Brand
PRIORITY 3: STRENGTHENING OUR BRAND In FY26, we stepped up investment in marketing and sales, driving a material uplift in lead quality and improving deal conversion. We will continue to invest in line with industry benchmarks to build capacity, accelerate growth, and extend our reach across priorit
Slide 15: Priority 4: Benchmark SaaS Performance
PRIORITY 4 : BENCHMARK SaaS PERFORMANCE These benchmarks provide a clear framework to keep us honest as we scale, measuring growth, efficiency and durability against best-practice SaaS outcomes. REVENUE MARGIN/COST OPERATIONAL COMMERCIAL QUALITATIVE ARR growth Rule of 40 (cash EBITDA) LTV:CAC Magic
Slide 16: Priority 5: Strategic Partnerships
PRIORITY 5 : STRATEGIC PARTNERSHIPS Partnerships like Modelve are critical to delivering end-to-end customer value. They expand deal size and embed Asset Vision deeper into long-term planning workflows. We are actively building additional partnerships to expand distribution, enhance capability, and
Slide 17: Priority 6: Supporting Our People
PRIORITY 6 : SUPPORTING OUR PEOPLE This year we strengthened our people framework through the introduction of new Short and Long-Term Incentive Plans, aligning salaries to market, and launching our Values Program and Awards to recognise outstanding contribution.
Slide 18: Priority 7: Disciplined Strategic Acquisitions
PRIORITY 7 : DISCIPLINED STRATEGIC ACQUISITIONS We have assessed multiple acquisition opportunities and will remain disciplined, pursuing only those that are strategically aligned and value accretive. 1. Does the business 3. Can we merge the 5. Do we see material focus on critical businesses and syn
Slide 19: FY26: Looking Forward
FY26 : LOOKING FORWARD
Slide 20: Asset Vision: Built to Scale
ASSET VISION : BUILT TO SCALE A clear pathway from repeatable domestic growth to global, platform-enabled expansion. NOW FY 27-FY28 FY 29 onwards Horizon 1 – Core Horizon 2 – Emerging Verticals Horizon 3 – International • Australian transport and local • Utilities and community/social • Global criti
Slide 21: 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. • End-to-end EAM for field-to-office workflows Proven EAM SaaS Platform • AI-enabled inspections and defect identification (AutoPilot) • Fast implementation, in