30 April 2026, Aspermont Limited (ASX: ASP, FRA: 00W), the global leader in B2B intelligence for the resources sector, provides a trading update for the three months ended 31 March 2026 (Q2 FY26). The quarter delivered revenue growth of approximately 15% and marked the achievement of significant milestones in the development of the Group’s new Data C Intelligence business.

 

Key Financials Vs Prior Corresponding Period

 

Financial metric (A$ unless stated)

Q2 FY25

Q2 FY26

Movement

Total revenue (continuing operations)

$3.4m

$3.9m

+15%

Subscriptions revenue

$2.5m

$2.5m

+1%

Non-subscriptions revenue

$0.9m

$1.34m

+52%

Normalised EBITDA

($0.2m)

($0.2m)

flat

Cash and cash equivalents

$0.7m

$1.6m

+$0.9m

 

Cashflow Vs Last Quarter

 

Cash metric (A$'000 unless stated)

Q1 FY26

Q2 FY26

Movement

Cash receipts from customers

$3.9m

$3.9m

+1%

Net operating cash flow

($1.5m)

($0.2m)

+$1.3m

Closing cash & equivalents

$1.5m

$1.6m

+$0.1m

 

Q2 FY26 Operational Highlights

 

-          200-year print archives digitalisation underway, with completion targeted for Q4-26

-          Data and Intelligence business – major milestones achieved:

o        End-to-end product roadmap finalised

o        Five-year business plan completed

o        Dedicated operating and leadership team in place

o        Platform build and data ingestion now underway

-          New Data product betas expected CY26 with CY27 initial revenue

 

Self-funded data strategy

 

Capital is being recycled from the established subscriptions and transactional businesses to fund the Data C Intelligence build - protecting runway while creating structurally higher-margin recurring revenue

 

Enterprise pipeline expanding near-term TAM

 

Several enterprise data and large-subscription opportunities are in active commercial

discussion. Conversion would expand near-term TAM and lengthen runway via new contracted enterprise ARR.

 

Nexus pipeline driving non-subscriptions revenue growth

 

A building Nexus pipeline drove the strong year-on-year lift in non-subscriptions revenue.

 

Further wins are expected to be cash-flow accretive given the campaign-driven nature of this revenue.

 

Optionality from non-core assets

 

The Company holds an investment in Taiko Critical Minerals Limited (recently NZX-listed). A small portion was monetised pre-IPO; the residual position is liquid and provides additional financing optionality if the Board elects to accelerate the Data C Intelligence strategy

 

Outlook

 

Combined with the resized cost base, expanding enterprise and Nexus pipelines, and non-core asset optionality, the Board expects the Company to be cash generative from Q3 FY26 -guidance intact.

 

For further information please contact:

 

Aspermont Limited

 

Alex Kent, Managing Director +44 207 216 6060

David Straface, Company Secretary +61 8 6263 9100

 

About Aspermont

 

Aspermont is the leading media services provider to the global resource sectors. Aspermont has built a commercial XaaS model for B2B media which distributes high value content to a growing global audience. This versatile model can be scaled to serve new business sectors in new countries and languages. As Aspermont global (paid) audiences continue to grow, this opens new opportunities to monetise Aspermont’s vast data base data which are being addressed as new hirings expand the group knowledge capital and capabilities.

 

Aspermont is listed on the Australian Stock Exchange and quoted on the Frankfurt Stock Exchange. The company has offices in UK, Australia, Brazil, USA, Canada, Singapore

and the Philippines.

 

For more information please see: www.aspermont.com