Qoria Ltd (FMZNF) Q4 2025 Earnings Call

Investor webinar replay

Replay transcript excerpt

And we're looking forward to talking you through some of the highlights and having some Q&A at the end. As normal, Q&A can be asked in the Q&A functionality, or at the end, I'll turn on the ability to raise your hand and unmute microphone. Over to you, Tim. Thanks, Ben. I'm just seeing people still jumping in, so I might give it a moment. All right, cool. I think everyone's in now. Let's go. So let me just quickly start with the highlights and position it, and then I'll go through some of this. So it was a massive end to the financial year in so many different ways. Let's start with the top line. So we added something like just over $29 million of recurring revenue in the year, which is uh 50 more than the prior year and it grew our customer base our our ira by 25 year-on-year days are outstanding figures um massive contributions out of walmart particular us and the uk um and we added 14 million dollars of net ira in that course up 55 on the record of nine million dollars in the same quarter yeah consumer businesses is flying at 18 million dollars or more of ira i'll talk more about that moment cash collections um there's been movements given the sale of business and movements in our billing cycles but now underlying collections grew 24 against the prior year gross margins are now over 90 operating costs and despite all that growth their operating costs grew at less than which is an outstanding result The first time we've now started to provide guidance on some measures outside of margins, and we're expecting really based on the visibility that we have in the business, we're now providing, you know, we're starting conservatively, but we're starting to provide guidance on things like revenue at $140 million or more next year, over 20%, EBITDA margins of 20%, being fre...