Aerometrex (AMX) Investor Presentation summary

Company overview and structure

• Founded in 1980, headquartered in Adelaide with 100 employees and listed on the ASX since 2019.

• Transitioned from project-based to SaaS/DaaS business, focusing on recurring revenue streams.

• Board and management team bring expertise in technology, spatial sciences, and business operations.

• Core values emphasize curiosity, leadership, empowerment, accountability, and respect.

Products, services, and market positioning

• Offers aerial imagery, airborne LiDAR, and 3D modelling solutions, with MetroMap as a flagship subscription service.

• MetroMap provides high-resolution, current and historical imagery, feature extraction, and API access.

• LiDAR products deliver classified point clouds, elevation data, and environmental analysis.

• 3D products include mesh models, building LOD models, and change analysis for planning and asset management.

• Serves diverse sectors: infrastructure, urban planning, environment, agriculture, and resources.

Financial performance and growth

• FY25 operating revenue was $23.9m, with $3.88m cash and EBITDA of $3.46m.

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

• MetroMap ACV reached $10.56m, up 12.8% YoY, with a CAGR of 16.5% since June 2023.

• LiDAR revenue declined to $10.92m, but recurring customers and new contracts position for FY26 recovery.

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