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Integrated Research (IRI) investor relations material
Integrated Research AGM 2025 summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Opening remarks and agenda
Chair and CEO welcomed attendees, acknowledged traditional land owners, confirmed quorum, and emphasized innovation and product-led growth.
Directors, executive team, auditor, and share registry representatives were introduced.
Meeting agenda included business update, CEO presentation, Q&A, and formal business with voting.
Financial performance review
FY25 pro forma revenue was $74.3m (down 1%), statutory revenue $68.3m (down 18%), EBITDA $15.9m (down 35%), and NPAT $13.4m (down 51%).
Net cash increased 27% to $40.6m, with a robust balance sheet, no debt, and over AUD 40 million in cash.
Dividend per share remained unchanged at AUD 0.02, fully franked.
New client revenue rose 31% to $6.7m, while expansion revenue fell 51% to $3.3m; subscription fees increased 77% to $3.9m.
1H FY26 trading update showed a 4% decline in revenue and TCV, with EBITDA guidance down 220% due to increased investment and a significant receivables impairment.
Board and executive committee updates
CEO Ian Lowe completed his first full year, providing clear direction and accountability.
Board maintains a disciplined approach to governance and oversight, leveraging diverse expertise.
Directors thanked for their ongoing support and dedication.
- TimeTickerHeadlineOpen
- MCK
Q3 revenue up 11%, adjusted EPS up 16%, and fiscal 2026 EPS guidance raised to $38.80–$39.20. - ASGN
Q4 revenue hit $980.1M; rebranding and $290M Quinnox acquisition to drive digital growth. - MC
Record 2025 revenue and earnings growth, strong capital returns, and new $300M buyback. - RM
Record net income, revenue, and portfolio growth with improved efficiency and strong outlook. - SNAP
Q4 2025 revenue up 10%, net income $45M, MAUs 946M, and $500M buyback announced. - CPAY
Record 2025 growth and strong 2026 guidance driven by Corporate Payments and capital deployment. - WOLF
Q2: $168M revenue, 50% AI data center growth, $1.3B cash, and negative margins. - GAIN
Net investment income rose, but NAV per share fell on unrealized losses; distributions stayed stable. - GAIN
$42.3M realized gains and $7.3M net investment income, but NAV per share fell to $12.49. - SYM
Revenue up 29% to $630M, net income $13.36M, $22.3B backlog, strong cash, legal risks remain.
Next Integrated Research earnings date
Next Integrated Research earnings date
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