Half Year 2026 Intelligent Monitoring Group Ltd Earnings Call Transcript

Feb 19, 2026 / 12:00 AM GMT

Release Date Price: A$0.63 (-10.64%)

Transcript

Key Points

Positve

Intelligent Monitoring Group Ltd (ASX:IMB) reported a solid underlying EBITDA of 19.2 million AUD for the half-year, with a margin of 20% growth compared to the previous year.
The company achieved an underlying earnings growth of 9.3%, driven by acquisitions and organic growth in Australia.
The pipeline for future revenue is strong, with a 36% increase in the quarter, indicating robust future growth prospects.
The acquisition of Tyco New Zealand is expected to significantly enhance the company's business, contributing an estimated 10 million AUD to EBITDA.
The company is financially healthy, with good cash reserves and a strong balance sheet, supported by recent capital raises.

Negative

The New Zealand division experienced a disappointing first quarter, impacting overall performance, although it is expected to recover in the second half.
There were abnormal costs of 4.6 million AUD related to acquisitions and share-based payments, affecting the EBITDA adjustment.
The company faces challenges in the New Zealand market due to economic conditions and timing mismatches in project rollouts.
The transition from 3G to 4G in New Zealand has been resource-intensive, impacting growth efforts.
The insurance industry has been slow to recognize the value of the company's security solutions, limiting potential partnerships and growth opportunities.

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

IMB.AX - Intelligent Monitoring Group Ltd
Half Year 2026 Intelligent Monitoring Group Ltd Earnings Call
Feb 20, 2026 / 12:00AM GMT

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Presentation
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Unidentified_1 [1]
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Everybody, welcome to the first half, 26 IMG intelligent Monitoring Group half year results. I appreciate your time, particularly in reporting season in the first week.

We'll just go through a presentation today. Obviously, the financials are the key, feature of the day, but also we'll have a discussion about the business. We'll go through the presentation, probably ask you to just hold your questions, to the end, if you can. I'm happy to take them, though, and in the event that we don't answer them today or whatever, we can, happily take things offline.

So kicking straight into the result, we're actually pretty happy with this result. I'd call it solid, underlying EBITDA at 19.2 mil,

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