Aerometrex (AMX) AGM 2025 Presentation summary

Unique customer offerings and market position

• Only ASX-listed company specializing in imagery subscription, airborne LiDAR, and high-resolution 3D models, providing a comprehensive suite of geospatial solutions for diverse industries.

• Delivers high-quality, accurate, and technically advanced products, with a strong Australian identity and ownership.

Financial performance and growth highlights

• MetroMap SaaS revenue grew 11.5%, with recurring subscription revenue now at 40% of group revenue.

• Record MetroMap subscription revenue of $9.57m and ACV of $10.56m, up 11.5% and 12.8% respectively.

• EBITDA increased to $3.46m, and 3D revenue rose 78.4% to $1.53m.

• Strategic review led to a $2m cost base reduction and increased focus on recurring revenue.

Product and segment performance

• MetroMap subscription revenue and ACV have shown consistent growth, with a CAGR of 16.5% since June 2023.

• Customer portfolio is diversified, with 60% in architecture, construction, and engineering, and significant presence in government and environmental management.

• LiDAR revenue decreased to $10.92m, but recurring revenue remains strong and new contracts, such as a $1.08m deal with Shell QGC, support future growth.

• 3D revenue increased 77.9% to $1.53m, with major projects for government and academic clients in Australia and the US.