Highlights

  • Decidr AI Industries (ASX:DAI) reported FY26 revenue of A$4.727 million, up 99.0%.
  • Annualised exit-rate revenue reached A$13.6 million at 30 June 2026.
  • The audited net loss after tax was A$32.608 million, with cash of A$23.4 million at year end.
  • DecidrOS became available on the AWS Marketplace and the company completed the Rumi.ai asset acquisition in July 2026.

Decidr AI Industries Ltd describes itself as an agentic AI enablement group. It owns Decidr.ai, developer of the Decidr Agentic Operating System known as DecidrOS, the Sugarwork knowledge-capture platform and the Edible Beauty retail business. The company's FY26 audited annual report, released on 30 September 2026, confirmed higher revenue and a larger loss, while identifying material going-concern uncertainty.

Company Business

DecidrOS is described by the company as a platform that unifies business data, workflows and decisions into an enterprise AI layer. It is sold directly to enterprise and SME customers and through partners, which accounted for 54% of annualised exit-rate revenue at June 2026. Sugarwork provides knowledge capture and workflow automation, with a United States operating base and an Australian aged care customer.

Decidr AI Industries (ASX:DAI) also holds Edible Beauty, a retail business. FY26 revenue was almost entirely Australian, at A$4.692 million. The company said capital will be directed to North America over the next twelve months, while Australia remains its centre for research and development.

Recent Development

The company published preliminary FY26 figures in August and its audited FY26 annual report on 30 September 2026, describing its transition into a commercial software business. During the year it acquired the remaining 49% of Decidr.ai, taking ownership to 100%, and acquired Sugarwork, Inc. in January 2026. After year end, in July, its United States subsidiary completed the asset acquisition of Rumi.ai, adding ambient knowledge capture technology.

Distribution expanded through listing on the AWS Marketplace and acceptance into the AWS ISV Accelerate Program in early July. The company reports more than 14 partner relationships. A cost program targets about A$5 million of annualised savings, mainly from product and engineering synergies, and Penny Diamantakiou joined as chief financial officer in May 2026. A presentation to the market was planned for September.

Financial Performance and Sector Context

FY26 revenue was A$4.727 million, up 99.0%, and gross profit was A$2.111 million, up 37.8%. The audited statutory loss after tax was A$32.608 million, of which A$32.398 million was attributable to owners. The company received A$2.207 million from a research and development tax incentive. The 30 September 2026 audit opinion was unmodified but included an emphasis on material uncertainty related to going concern.

Annualised exit-rate revenue, calculated from invoiced revenue in the final month of the quarter multiplied by twelve, was A$13.6 million at 30 June 2026, against A$8.06 million at the end of March. The company noted that invoicing follows this measure by roughly three to five months, so reported revenue lags it.

Audited net operating cash outflow for the year was A$20.791 million, while financing activities included equity placements and option exercises. Cash was A$23.371 million at year end and net assets were A$126.607 million. Shares on issue totalled 352,234,488. No dividend was declared. Management's stated priorities include converting pilots into longer engagements and partner agreements into revenue.

Risks to Consider

Decidr AI Industries (ASX:DAI) is loss-making and reported an operating cash outflow of A$7.04 million in the June quarter alone. Its audited going-concern note says the 12-month cash-flow forecast depends on completing a proposed capital raising; without sufficient additional capital, existing resources may not meet forecast commitments. Revenue recognition lags the annualised measure, and it depends on pilots converting to contracts. Intangible assets make up most of total assets, and acquisition values were provisional. The company also faces integration, competition and technology change risks, and a US expansion that requires further investment.

What to Watch Next

Decidr AI Industries (ASX:DAI) is required to lodge its September quarter cash flow report under ASX rules by the end of October, which will show cash receipts for the period. The FY26 audited report has already been released; the annual general meeting notice and subsequent cash-flow disclosures are further items to monitor. FY27 priorities include United States and Asia-Pacific expansion, embedded agentic app deployments with partners, direct enterprise onboarding and a sovereign model fine-tuning product due in 2027.

Key Insights

Decidr AI Industries (ASX:DAI) closed FY26 with higher revenue, a larger exit-rate revenue measure, expanded acquisitions and A$23.4 million of cash, alongside a A$32.608 million audited loss, operating outflows and disclosed going-concern uncertainty. Monitoring points include quarterly cash receipts, receivable collections, cost reductions, progress with AWS and partner channels, and the timing of audited financial statements.