Alcidion Group Ltd (ASX:ALC)

Half Year 2025 Alcidion Group Ltd Earnings Call Transcript

Feb 26, 2025 / 11:30 PM GMT

Release Date Price: A$0.09 (-2.17%)

Transcript

Key Points

Positve

Alcidion Group Ltd (ASX:ALC) reported a record year-to-date new sales revenue of $61.3 million, indicating strong sales momentum.
The company signed five new material contracts in the first eight months of the financial year, showcasing successful market penetration.
Alcidion Group Ltd (ASX:ALC) achieved a positive underlying EBITDA of $500,000, reflecting a significant improvement of $3.3 million from the previous year.
The company has a strong recurring revenue stream, with 78% of its revenue being recurring annually.
Alcidion Group Ltd (ASX:ALC) is expanding its presence in key markets, including Australia, New Zealand, and the UK, with notable contract wins and renewals.

Negative

The company's first-half revenue of $17.6 million was down 7% compared to the prior period, primarily due to lower product implementation revenue.
There was a $1.2 million decrease in implementation revenue due to the nearing completion of the ADF contract.
Alcidion Group Ltd (ASX:ALC) reported negative operating cash flow of $4.1 million for the half, although this was consistent with forecasts.
The company faces challenges in expanding beyond its current markets, with no immediate plans for aggressive geographical expansion.
There is uncertainty in the NHS procurement landscape, with potential delays and evolving contract opportunities.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

ALC.AX - Alcidion Group Ltd
Half Year 2025 Alcidion Group Ltd Earnings Call
Feb 26, 2025 / 11:30PM GMT

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Presentation
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Unidentified_1 [1]
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Good morning everyone and welcome to oursidian's half year financial results presentation for the six month ending 31st of December 2024.

Before we get going, I'd like to acknowledge the traditional owners of the land from which I'm presenting to you today, which is the Wundjeri people of the Coolan nation.

And the lands on which all of you are joining me, and I'd like to pay my respects to their elders, past and present, and to extend that respect to all Aboriginal and Torres Strait Islanders who are joining us on the call. Joining me today on the call, is our Chief Financial Officer, Matt Jeb, who will take you through, in a little more detail some of the financial results, and our chair, Rebecca Wilson.

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