Archtis Limited

Market Data

Latest Earnings

Appendix 4D and Half Year Report

27 February 2026

archTIS doubled revenue to $6.09M (up 120% YoY) driven by the strategic Spirion acquisition in Q2 2025, which added 150+ enterprise customers and complementary data discovery capabilities. However, the company reported a net loss of $7.20M (up 191% loss vs pcp) due to acquisition integration costs, expanded headcount, and non-recurring transactional expenses totalling $2.21M; underlying loss was $4.32M after adjusting for share-based payments and deal costs. Management secured $28M in capital raises and expanded CBA debt facilities to $8M, positioning for U.S. defence market growth, but near-term profitability remains challenged by integration and operating scale-up. Key points: Revenue growth of 120% YoY to $6.09M, driven by Spirion acquisition adding 150+ enterprise customers and complementary data discovery/classification platform; Gross margin maintained at strong 76%, consistent with software-led recurring revenue model and demonstrating pricing power despite integration; NC Protect successfully deployed into live U.S. DoD365 production environment; DoD systems integrator renewed 1,000 production licenses, advancing procurement path toward enterprise agreements