Renalytix (RENX) H1 2026 TU earnings summary

Executive summary

• H1 FY26 unaudited revenues reached $1.6m, with full-year FY26 revenue guidance of $4m, representing a 33% year-over-year increase.

• Three new EMR integrations were completed in H1 FY26, with additional integrations expected in H2 FY26, supporting anticipated revenue acceleration.

• A new large-scale hospital group integration is planned, starting with a 1,000 patient pilot and potential access to over 40,000 CKD patients.

• Continued collaboration with Tempus AI aims to advance EMR-integrated testing and data collection, targeting leadership in the Cardio-Kidney-Metabolic health initiative.

Financial highlights

• H1 FY26 unaudited revenues were $1.6m, with slower ramp-up due to longer EMR implementation lead times.

• FY26 full-year revenues are expected to reach $4.0m, up from $3.0m in FY25.

• Maintained a cash balance of approximately $6 million as of 31 December 2025.

Outlook and guidance

• Revenue acceleration is expected in H2 FY26 from recent and upcoming EMR integrations.

• Additional supportive clinical data and a public read-out are anticipated before fiscal year-end, expected to aid clinical adoption and insurance coverage.

• The company will announce unaudited interim results for H1 FY26 before the end of March 2026.