Highlights

  • Monvia reported FY26 adjusted Revenue of AUD 27.7 mn and adjusted EBITDA of AUD 6.9 mn.
  • Annual Recurring Revenue reached AUD 14 mn at 1 July 2026, increasing 21% year on year.
  • The company renewed a five-year relationship with MetLife and signed a teaming agreement with Capgemini.
  • Management expects FY27 recurring revenue growth, with total revenue broadly flat as professional services activity changes.

Monvia Limited (ASX:MNV) is building an insurer-focused software Business around repeat client relationships, enterprise partnerships and AI-enabled claims workflows following its 2026 ASX listing.

A Recurring Platform Underpins the Business

Monvia supplies enterprise software to life insurers, reinsurers and Superannuation funds. Its Monvia Life platform covers new business processes, policy administration, claims and related integration functions.

The company reported annual recurring revenue of AUD 14 mn at 1 July 2026, up 21% from a year earlier. The metric is not interchangeable with total annual revenue but provides a view of the contracted recurring component of its business.

FY26 Results Establish the Listed-Company Baseline

Monvia reported adjusted FY26 revenue of AUD 27.7 mn and adjusted EBITDA of AUD 6.9 mn. Adjusted figures should be distinguished from statutory results.

The company listed on the ASX in July 2026 after its corporate transaction, making the FY26 performance and subsequent investor updates relevant reference points for its new public-market reporting cycle.

Partnerships Expand Distribution Channels

A renewed five-year MetLife arrangement supports a key established customer relationship. Monvia also announced a teaming agreement with Capgemini aimed at potential opportunities in Australian and New Zealand insurance and superannuation markets.

Neither a Partnership nor an expanded sales pipeline should be treated as equivalent to a contracted new enterprise deployment. Future client wins remain subject to negotiation, implementation and customer budgets.

Claims Automation Shapes the Next Product Phase

Monvia has developed AI-enabled claims summarisation functionality within its platform. It has also described a sales pipeline containing multiple enterprise opportunities.

For FY27, management expects recurring revenue to increase but overall revenue to be broadly flat because of lower professional services activity. It expects modest growth in adjusted EBITDA for the year, with a stronger second half relative to the first. These remain company expectations rather than completed outcomes.

Monvia shares traded at AUD 0.96 on 11 November 2026, unchanged, with a Market Capitalisation of approximately AUD 51.14 mn.