Alarum Technologies (ALAR) Investor Presentation summary

Business overview and strategy

• Provides large-scale data collection and analysis solutions, enabling organizations to gain competitive advantage through streamlined extraction of structured data from public online sources.

• Transitioned from cybersecurity to focus on data collection, with a vision to become a pivotal data enabler for the AI industry.

• Offers a robust IP Proxy Network (IPPN) and data collection & labeling products, supporting AI, e-commerce, and other sectors.

• Strategic investments in infrastructure and partnerships with major AI and e-commerce players to capitalize on market opportunities.

• Highly scalable business model targeting expansion into new sectors and Fortune 500 companies.

Financial performance and key metrics

• Reported $30.5 million in LTM to H1 2025 revenues and $5.1 million in LTM to H1 2025 adjusted EBITDA.

• Maintains a solid balance sheet with $25.0 million in cash and $29.1 million in shareholders' equity as of June 30, 2025.

• Data collection revenues achieved a 68% CAGR from 2020 to 2024.

• Gross margin for H1 2025 was 64.3%, with non-IFRS gross margin at 66.0%.

• Net profit for H1 2025 was $0.7 million, with adjusted EBITDA of $2.3 million.

Market opportunity and growth drivers

• Operates in a data collection and labeling market projected to grow at a 28.4% CAGR, reaching $17.1 billion by 2030.

• Market drivers include the need for data-backed decisions, AI training, social media analysis, and automated web-data platforms.

• Expanding infrastructure and network coverage to address growing demand and penetrate new sectors.