Full Year 2025 Infomedia Ltd Earnings Call Transcript

Aug 24, 2025 / 12:00 AM GMT

Release Date Price: $0.57

Transcript

Key Points

Positve

Infomedia Ltd (ASX:IFM) achieved a 4% growth in total revenue for FY25 despite the churn of a major customer.
Cash EBITDA increased by 7%, indicating improved operating leverage and strong free cash flow generation.
The company announced a $0.02 per share fully franked final dividend, bringing total dividends for FY25 to $0.04 per share.
Infomedia Ltd (ASX:IFM) successfully renewed large contracts with major customers and achieved attractive price increases.
The acquisition of 50% of Intelegram, a European AI company, is progressing well, with new AI solutions set to roll out in FY26.

Negative

Revenue from the Americas declined by 4% in AUD due to the loss of a Simple Part customer.
The company faces uncertainty in trade policies, affecting OEM decision-making and slowing down contract renewals.
Tariff uncertainties have made pricing discussions more challenging, impacting OEM profitability.
The Simple Part division has experienced significant churn, affecting overall revenue growth.
There are no new DMS integrations reported in the US market, indicating potential challenges in expansion.

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

IFM.AX - Infomedia Ltd
Full Year 2025 Infomedia Ltd Earnings Call
Aug 25, 2025 / 12:00AM GMT

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Presentation
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Unidentified_1 [1]
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Good morning everyone and welcome to our full year 2025 results presentation. I'm Jens Monse, CEO and managing director of Info Media.

Firstly, I would like to acknowledge the traditional owners of the land on which we meet today, the Gadigal people of the Eora nation.

We pay our respect to the elders, past, present, and emerging, and extend this acknowledgement and respect to the first peoples in all countries in which we operate.

Joining me today on the call is Chantelle Revi, our CFO.

You can follow along with the presentation slides, which were released earlier on the AI.

I will refer to the slide numbers as we move through the presentation.

Please note the legal disclaimer on

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