Zedcor (ZDC) Planet MicroCap Showcase summary
Event summary combining transcript, slides, and related documents.
Planet MicroCap Showcase summary
20 Jan, 2026Company evolution and business model
Transitioned from energy services to a focused security solutions provider, selling off non-core divisions and rebranding to reflect the new direction.
Developed a turnkey security platform, building proprietary towers and integrating advanced monitoring, serving diverse industries from construction to entertainment.
Monitoring center operates like a 9-1-1 hub, providing real-time support to law enforcement and clients, enhancing safety and asset protection.
Expanded from a regional to a national and cross-border presence, with six Canadian branches and entry into the U.S. market.
Over 75% of revenue is recurring, driven by long-term service contracts.
Market expansion and diversification
Initial reliance on major pipeline projects shifted to a diversified client base, reducing single-customer revenue from 70% to 6%.
Toronto branch became the largest after strategic expansion, mitigating risk from project completions.
Entered new verticals such as home building in the U.S. and Canada, broadening addressable markets.
Over 400,000 potential sites identified for outdoor security solutions across North America.
Actively exploring further geographic expansion, including Quebec and additional U.S. regions.
Technology and operations
Evolved tower fleet from engine-based to solar and electric models, improving cost efficiency and environmental impact.
Technology upgrades include 4K cameras, AI at the edge, and scalable monitoring centers.
Manufacturing bottlenecks addressed by assembling towers in Houston, enabling rapid scaling.
In-house monitoring and service delivery ensure high effectiveness, with a 95%+ success rate in incident prevention.
Plate recognition and other advanced features in development to enhance monitoring capabilities.
Latest events from Zedcor
- Record revenue and EBITDA growth driven by U.S. expansion and high fleet utilization.ZDC
Q3 202413 Jan 2026 - Record revenue and EBITDA growth, fueled by U.S. expansion and high utilization.ZDC
Q4 202423 Dec 2025 - Record revenue and EBITDA growth fueled by U.S. expansion and high tower utilization.ZDC
Q2 202523 Nov 2025 - Record revenue and EBITDA driven by U.S. growth, high tower utilization, and strong margins.ZDC
Q3 202517 Nov 2025 - Record revenue and EBITDA growth driven by U.S. expansion and high fleet utilization.ZDC
Q1 202515 Nov 2025 - AI-powered security towers drive high-margin growth and U.S. expansion in a $10B+ market.ZDC
Investor Presentation23 Jun 2025 - AI-driven surveillance platform achieves high growth, strong margins, and U.S. expansion.ZDC
Investor Presentation23 Jun 2025 - AI-driven surveillance platform achieves rapid growth, high margins, and strong U.S. expansion.ZDC
Investor Presentation23 Jun 2025 - Record revenue and EBITDA, high utilization, and US growth position Zedcor for continued expansion.ZDC
Q2 202413 Jun 2025