Orcoda Limited (ASX:ODA) has announced the signing of a three-year supply chain transport optimisation contract with Linked Community Services, one of the largest community transport providers in New South Wales, with a contract value of approximately $500,000.

Key Points

  • Three-year contract signed with Linked Community Services, valued at approximately $500,000
  • The contract adds to Orcoda's previously announced $14.7 million Annual Recurring Revenue (ARR)
  • Linked Community Services delivers approximately 180,000 trips annually across NSW
  • Orcoda's Transport360 AI platform will be deployed under the contract terms

Contract Terms and ARR Impact

The contract, valued at circa $500,000, adds to Orcoda's previously announced $14.7 million ARR, with the company describing it as an encouraging start to the second quarter of FY27. According to the filing, other ARR contracts are imminent and are expected to facilitate further ARR growth in the second quarter of FY27. Revenue from the Linked contract is expected to increase over the contract term as Orcoda's Transport360 platform delivers efficiencies to facilitate growth of Linked's fleet and provide enhanced services to Linked's clients. Linked Community Services was awarded "Outstanding Community Organisation" in the Business NSW State Business Awards 2026.

Linked Community Services Operations and Service Region

Linked Community Services operates across the NSW Mid North Coast, including South West Rocks, Kempsey, Port Macquarie, Taree, Forster Tuncurry, Port Stephens and surrounding communities. The organisation delivers approximately 180,000 trips annually. According to the filing, Linked's Chief Executive Officer Carlie Comer stated the company conducted a comprehensive review of available transport management solutions before selecting Orcoda, citing functionality, reporting capabilities, operational efficiencies, and Orcoda's Australian-based presence and industry knowledge as key considerations.

Transport360 AI Platform Deployment

Orcoda's Transport360 platform, described in the filing as a fully integrated AI-enabled transport management solution, will be deployed under the contract. The filing states the platform is designed to scale from small operators with three vehicles through to enterprise fleets managing hundreds. Transport360 includes intelligent route optimisation, proof of delivery, real-time vehicle tracking, customer notifications and driver mobility, alongside AI capabilities. The filing also states the platform features self-service onboarding and guided setup. Orcoda's Managing Director Geoff Jamieson noted the company's existing presence in community transport in Queensland as a foundation for expanding into NSW.