Asset Vision Co Ltd

Investor Presentation - Half Year Results 2026

Asset Vision delivered strong 38% ARR growth to $5.2M in 1H26 driven by new council wins and enterprise contract extensions, while maintaining positive cash EBITDA and a Rule of 40 score of 55. Despite revenue growth of 24%, the company reported a net loss of $54k due to increased FTE costs from new hires and salary adjustments. Cash position strengthened significantly to $2.2M (+121% vs pcp), providing capacity for continued growth investment. Key points: Strong 38% ARR growth to $5.2M driven by new council wins and enterprise contract extensions; Excellent Rule of 40 score of 55, indicating strong growth with positive cash EBITDA; Cash position strengthened 121% to $2.2M, providing growth investment capacity