Key Highlights

  • AI-Media authorised an on-market buy-back of up to 20.8 million ordinary shares.
  • The company targets FY2027 year-end ARR of AUD 44 million–AUD 46 million.
  • FY2027 Revenue guidance stands at AUD 61 million–AUD 63 million.
  • Management plans to scale LEXI products and convert its installed encoder base.

AI-Media Technologies Limited (ASX:AIM) has put Capital management and commercial execution side by side for FY2027. The company authorised an on-market buy-back of up to 20.8 million shares while setting new targets for recurring revenue, total revenue and adjusted EBITDA.

Buy-Back Opens a 12-Month Window

The programme covers up to 20,800,000 fully paid ordinary shares, representing up to 9.9% of the company’s 210,206,965 issued shares. It can begin from 26 October 2026 and run until 25 October 2027. Purchases will be made at prevailing market prices using existing cash reserves, and acquired shares will be cancelled. The board retains discretion over whether, when and how many shares are bought.

FY2026 Provides the Base

AI-Media ended FY2026 with annual Recurring Revenue of AUD 36.0 million, up 50% from FY2025, while SaaS revenue reached AUD 34.1 million. Total revenue was AUD 60.2 million and adjusted EBITDA was AUD 2.1 million. Group gross Margin reached 73%, and technology represented 74% of revenue. The company reported AUD 15.9 million in cash and no external debt.

FY2027 Guidance Points to Recurring Revenue Growth

For FY2027, AI-Media guides to year-end ARR of AUD 44 million–AUD 46 million, representing growth of 22%–28%. Total revenue is expected at AUD 61 million–AUD 63 million, while adjusted EBITDA is targeted at AUD 3.5 million–AUD 4.5 million. ARR gross margin is expected to remain around 85%.

LEXI Products Lead Commercial Priorities

Management’s FY2027 priorities include scaling LEXI Text, converting the installed base, commercialising LEXI Voice and extending access through LEXI Access, LEXI Direct and partner integrations. AI-Media has more than 8,000 encoders installed across 46 countries, with more than 2,200 units over five years old, creating a stated refresh opportunity across FY2027 and FY2028.

Execution Takes Centre Stage

Quarterly progress against ARR, customer retention, installed-base orders and contracted voice revenue will show how FY2027 commercial priorities translate into the company’s stated guidance.