Highlights

  • Infotrust reported AUD 64.1 million FY26 continuing revenue, representing growth of 9.8%.
  • The company ended June 2026 with AUD 18.3 million cash and no bank debt.
  • Infotrust expanded its sovereign cyber-security capabilities following the addition of Catalyst Cyber.
  • Management set FY27 underlying EBITDA guidance above AUD 6 million, subject to stated assumptions.

Infotrust Ltd (ASX:ITS) entered FY27 as a more focused cyber-security services provider after a series of portfolio and operating changes. FY26 Revenue from continuing operations reached AUD 64.1 million, up 9.8%, while cash stood at AUD 18.3 million at 30 June with no bank debt. Shares traded at AUD 0.25 on 6 November 2026, up 25%. The company’s strategy concentrates on sovereign cyber security and digital resilience.

Financial Results Reflect a Repositioned Group

The FY26 Annual Report describes a strategic reset toward higher-value cyber services and recurring customer relationships. Its continuing revenue figure excludes discontinued activities, so the reporting basis matters when comparing periods. The Business serves more than 1,000 clients and reports a workforce of over 250 cyber-security and digital-resilience professionals. Those operational figures show the scale of the current business rather than a measure of profit.

Catalyst Cyber Broadens the Offering

The addition of the Catalyst Cyber team strengthened specialist capabilities in government and high-assurance environments. Infotrust offers services across prevention, detection, response and assurance, with a 24-hour Australian-owned security operations centre. Its product and service portfolio includes consulting, incident response, resilience and ongoing cyber operations. Management intends to bring these capabilities under a unified approach to customer delivery.

Leadership and Integration Priorities

Paul Timmins was appointed chief executive and managing director in May 2026, while David Clanchy joined as chief financial officer in April. The company has highlighted integration, standardised go-to-market operations and Capital discipline as priorities. This organisational work is distinct from the completed FY26 result and will be reflected in later reporting only as relevant milestones are achieved.

FY27 Guidance Sets the Operating Target

Infotrust issued FY27 underlying EBITDA guidance of more than AUD 6 million. The company explicitly qualified that guidance by reference to demand, pipeline conversion, delivery capacity, integration results and general conditions. Priorities include recurring revenue, operational Leverage and maintaining a focused sovereign cyber position; these remain forward-looking intentions.