Highlights

  • Decidr AI Industries reported a Q3 FY26 annualised revenue exit rate of AUD 8.06 million as at 31 March 2026 — more than doubling the December 2025 exit rate and representing the fifth consecutive quarter of accelerating commercial growth, driven by a combination of direct enterprise contracts and partner-channel deals.
  • The AWS Marketplace Fast Track listing went live during the quarter with an active co-sell motion across enterprise and mid-market segments, Sugarwork secured its first Australian customer (a 2,800-employee aged care provider), and a Singapore entity is being established following a March 2026 investor trip that generated over US$3 million in APJ client pipeline within 45 days.
  • DAI shares gained AUD 0.044 (8.411%) to AUD 0.580 on volume of 1,047,392 on 22 April 2026, with market capitalisation at AUD 172.19 million. Cash at 31 March 2026 was AUD 17.2 million — including a AUD 2.2 million R&D Tax Incentive rebate received during the quarter — with underlying monthly operating cash outflow of approximately AUD 1.6 million.

Decidr AI (ASX:DAI) shares gained AUD 0.044, or 8.411%, to AUD 0.580 during the trading session on 22 April 2026, on volume of 1,047,392 shares with a bid-offer spread of AUD 0.575 to AUD 0.580 and a market capitalisation of AUD 172.19 million. The 8.4% session gain reflects the market's positive response to a Q3 FY26 quarterly report that demonstrated continued revenue acceleration — the fifth consecutive quarter of double-digit growth — alongside material expansion of the partner ecosystem, a successful Singapore market entry, and a strengthened cash position. For a company at this revenue stage, the combination of a doubling annualised revenue exit rate, zero debt, and active co-sell motions with AWS represents a set of metrics that the market is assigning clear positive weight to.

Revenue: Annualised Run Rate Doubles to AUD 8.06 Million

The Group exited March 2026 at an annualised revenue run rate of AUD 8.06 million (from Decidr operations, excluding Edible Beauty), representing more than 100% growth on the December 2025 exit rate. This is the fifth consecutive quarter of accelerating revenue since the company began its current commercial trajectory. Growth was driven by a combination of direct enterprise contracts in CRM, RevOps, and finance-adjacent workflows on the DecidrOS platform and partner-channel deals flowing through the expanding ecosystem.

Management noted that with growth coming from larger enterprise partners and OS contracts toward the end of the March quarter, cash receipts are expected to catch up over the coming half — meaning that the recognised revenue trajectory is running slightly ahead of the cash receipt timing as enterprise deals convert. This is a normal characteristic of enterprise software revenue recognition and does not represent a concern about collectability.

DecidrOS and Decidr Agentic Graph

DecidrOS continued onboarding customers during Q3 FY26 across CRM, RevOps, and finance-adjacent workflows. Key product milestones delivered include the launch of Bring Your Own Key (BYOK) capability in March 2026 — enabling customers and partners to operate DecidrOS against their own foundation model and infrastructure contracts — and the near-completion of a billing and usage module that will underpin direct monetisation and partner revenue share. Cornerstone customer AIM progressed its paid engagement across three statements of work, with scope expansion approaching for FY26 and FY27.

The Decidr Agentic Graph was launched during the quarter as the Group's orchestration platform coordinating and governing AI agent execution across enterprise workflows. The Graph is designed to enable decision, task, and schema interoperability between organisations using DecidrOS and is positioned as a core element of the long-term network strategy — creating the infrastructure through which multiple organisations can operate governed agentic workflows across shared processes.

Partner Ecosystem: AWS, Singapore, and New APJ Deals

The partner ecosystem underwent substantial expansion in Q3 FY26. The AWS Marketplace Fast Track listing went live with an active co-sell motion across enterprise and mid-market segments. A Tier 1 APAC System Integrator executed a teaming agreement for Sugarwork resale across APAC. ICON Consulting Group is progressing enterprise pipeline across ASEAN for Sugarwork and Accounts Receivable workflow via SAP. AE Studio initiated a co-sell motion targeting private equity clients. Beckway was appointed as a commercial reseller including Sugarwork distribution. An MOU was signed with a major APJ data centre provider covering NVIDIA chip inventory access for sovereign AI positioning in ASEAN.

The Singapore entity is being established following a March 2026 investor and partner trip that generated over US$3 million in APJ client pipeline within 45 days — a rapid commercial validation of the APAC expansion thesis. Sugarwork secured its first Australian customer since acquisition: one of Australia's largest aged care providers with approximately 2,800 employees, engaged on home care process capture.

Financial Position and Outlook

Cash at 31 March 2026 was AUD 17.2 million, including a AUD 2.2 million R&D Tax Incentive rebate received during the quarter. Underlying monthly operating cash outflow was approximately AUD 1.6 million, excluding non-recurring expenditure. The company carries partner incentive prepayments on the balance sheet, which are expected to be recovered from co-produced partner revenues during FY26 and FY27. Management highlighted that the 1 May 2026 options expiry will support continued investment in DecidrOS V1, the Decidr Agentic Graph, and international go-to-market expansion. The CFO search is advanced, focused on Sydney-based candidates with technology and US public company experience.

Conclusion

Decidr AI's 8.411% session gain to AUD 0.580 on 22 April 2026 captures the market's response to a Q3 FY26 report confirming the fifth consecutive quarter of revenue acceleration, a doubling of the annualised exit rate to AUD 8.06 million, AWS Marketplace Fast Track listing, over US$3 million in APJ pipeline from Singapore within 45 days, and a AUD 17.2 million cash position. With the Decidr Agentic Graph launched, Sugarwork onboarding its first Australian customer, and enterprise partnerships scaling across AWS, ICON, Beckway, and AE Studio, the company enters Q4 FY26 with material momentum across product, partnerships, and geography.