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Infotrust Ltd (ASX:ITS)

ALERT: Price-sensitive ASX Announcement for ITS
Current share price for ITS : $0.215 -0.005 (-2.27%)+
Announcement
Release
31 Aug 2026 7:17PM
Price at Release
$0.220
Full Release
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Summary
Infotrust Limited’s FY26 Annual Results Presentation outlines the completion of its strategic reset into a cyber-first, sovereign Australian cyber security business, supported by the divestment of NexGen and acquisition of Catalyst Cyber to strengthen its position in federal and regulated markets; for the Australian financial year ended 30 June 2026, continuing operations revenue rose 9.8% to $64.1 million, underlying EBITDA was $2.7 million after deliberate reinvestment in cyber capability, operating cash flow turned positive at $4.1 million, and cash increased to $18.3 million with no bank debt after using NexGen sale proceeds to fully repay borrowings, while management highlighted structural demand for sovereign cyber security, a simplified operating model, six high-growth practices, and FY27 underlying EBITDA guidance above $6.0 million as the company focuses on profitable growth, recurring revenue, operational leverage, sovereign cyber leadership and disciplined capital allocation.
Key Points
  • Infotrust presented its FY26 Full Year Results on 31 August 2026.
  • The company positioned itself as a cyber-first and sovereign Australian cyber security partner.
  • FY26 continuing operations revenue increased 9.8% to $64.1 million.
  • Underlying EBITDA was $2.7 million, reflecting investment in cyber security capacity ahead of revenue.
  • Operating cash flow was positive at $4.1 million.
  • Cash at 30 June 2026 was $18.3 million and the company had no bank debt.
  • NexGen was divested for cash proceeds that were used to repay senior bank debt in full.
  • Catalyst Cyber was acquired to accelerate growth in federal and regulated markets.
  • Catalyst contributed $2.1 million of revenue and $0.52 million profit after tax from ten weeks of ownership.
  • The business highlighted structural demand drivers including tighter regulation, board focus on cyber, AI-related risk and sovereign capability requirements.
  • Infotrust identified six high-growth practices including AI Assurance and Governance, Secure Innovation Platform, Identity Security, Data Security and Privacy, Microsoft Cloud Security and AWS Cloud Security.
  • FY27 priorities are profitable growth, recurring revenue growth, operational leverage, sovereign cyber leadership and disciplined capital allocation.
  • FY27 underlying EBITDA guidance was greater than $6.0 million.
  • The presentation states FY27 is expected to benefit from a full year of Catalyst and continued organic growth in Cyber Security and Digital Resilience.
IMPORTANT NOTE: This information is autogenerated and has not been reviewed for accuracy or completeness. You should refer to the full announcement here for further information.