Aerometrex (AMX) Coffee Microcaps Conference summary
Event summary combining transcript, slides, and related documents.
Coffee Microcaps Conference summary
25 Sep, 2025Company overview and market position
Founded in 1980, headquartered in Adelaide with 100 employees and a history of industry innovation, including proprietary 3D modelling and LiDAR capabilities.
Transitioned from project-based to SaaS/DaaS business, with MetroMap as a flagship subscription platform.
Recognized as one of only two major imagery and three major LiDAR subscription platforms in Australia.
Serves a diverse client base including government, utilities, engineering, and global tech firms.
Recent awards highlight excellence in planning, sustainability, and international partnerships.
Products, services, and use cases
MetroMap provides high-resolution aerial imagery for urban planning, asset management, and infrastructure.
LiDAR services deliver 3D point clouds and elevation data for engineering, environmental, and agricultural applications.
3D modelling solutions support digital twins, smart city planning, and metaverse foundations.
Solutions address real-world challenges in infrastructure, urban planning, environment, and resources.
Major use cases include flood modelling, vegetation analysis, and property development showcasing.
Financial performance and growth
FY25 operating revenue was $23.90m, with recurring subscription revenue now 40% of group revenue.
MetroMap achieved record ACV of $10.56m (up 12.8%) and subscription revenue of $9.57m (up 11.5%).
LiDAR revenue declined from $14.15m to $10.92m, but contract wins increased by 9.1%.
3D revenue grew 77.9% to $1.53m, with high-profile projects in Australia and the US.
$2m in annual cost reductions and a focus on monetizing data assets and recurring revenue.
Latest events from Aerometrex
- Record revenue and EBITDA growth, with improved profitability and strong recurring revenue base.AMX
H1 20268 Mar 2026 - Record MetroMap growth, cost reductions, and major contract wins drive strong FY25 results.AMX
AGM 2025 Presentation25 Nov 2025 - MetroMap SaaS and 3D revenue surged, driving recurring growth and a positive FY26 outlook.AMX
Investor Presentation15 Oct 2025 - MetroMap and 3D segments grew strongly, offsetting LiDAR decline; EBITDA and ACV improved.AMX
H2 202529 Aug 2025 - MetroMap and LiDAR drove record recurring revenue, with EBITDA up 254.8% year-over-year.AMX
H2 202413 Jun 2025 - MetroMap growth offset LiDAR decline; CEO change and strategic review underway.AMX
H1 20255 Jun 2025