Infomedia Ltd (ASX:IFM) Releases 1H25 Financial Results and Announces Dividend
Financial Performance
Infomedia Ltd reported total revenue of $71.2 million for the first half of 2025, a 2% increase from the previous corresponding period. Recurring revenue reached $70.7 million, making up 99% of total revenue. The underlying cash EBITDA rose by 7% to $16.7 million, maintaining a margin of 23%. The underlying free cash flow was $17.2 million, and the reported NPAT was $8.3 million. NPATA before one-off costs increased by 11% to $10.5 million. Earnings per share grew by 62% to 2.22 cents. An interim fully franked dividend of 2.20 cents per share was declared.
Operational Overview
The company strengthened its leadership teams in EMEA and Americas, appointed a new EMEA Head in December 2024, and a new Americas Head set to join in the second half of 2025. Infomedia enhanced its R&D capacity while maintaining margins by offshoring resources where appropriate. The joint data landing between SimplePart and Microcat was finalised, allowing further investment in product solutions without increasing costs. Ongoing initiatives include rebuilding Infodrive CX’s tech stack, rolling out a global customer success program, upgrading global enterprise systems, and expanding products into new market segments.
Outlook and Guidance
Infomedia reaffirmed its guidance for total revenue in the range of $142 million to $149 million with stable margins. The company also announced an on-market buyback of up to 5% of its issued capital over the next 12 months.
Executive Comments
CEO Mr Jens Monsees stated, “As we continue to execute on our strategy, our revenue grew by 2% despite the previously notified churn of one customer in SimplePart. Our APAC business delivered solid revenue growth of 9%. Group ARR and ARC grew in line at 1% each, resulting in stable margins. Underlying cash EBITDA grew by 7% and NPATA by 11%.” He added, “With the recent appointments of our new EMEA Head in December 2024 and a new Head of Americas who will commence in 2H25, we are addressing performance in EMEA and Americas. We have centralised the reporting of the Product and Technology teams in SimplePart under our global CPO and CTO. As a result, the incoming Americas Head will be fully dedicated to driving revenue growth and executing go-to-market strategies.” Mr Monsees also commented, “I am excited that last Friday, we announced the strategic acquisition of 50% of the European AI startup Intellegam. This acquisition will help accelerate our innovation agenda and unlock product led growth across our global data ecosystem.”
Motley Fool contributor Abbie Stokes has no position in any of the stocks mentioned. The Motley Fool Australia's parent company Motley Fool Holdings Inc. has positions in and has recommended Infomedia. The Motley Fool Australia has recommended Infomedia. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.
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