Key Highlights

  • Infotrust (ASX:ITS) shares were up 8.89% at $0.245 at 12:04 pm on 23 October 2026, while the S&P/ASX 200 was down 0.35% at 8,762.60.
  • FY26 revenue from continuing operations rose 9.8% to $64.061 million, with underlying EBITDA of $2.672 million and a statutory loss of $23.095 million.
  • The company ended June 2026 with $18.3 million in cash and nil borrowings after the NexGen sale to Aussie Broadband and the Catalyst Cyber acquisition.

During the trading session on Friday 23 October 2026, at 12:04 pm, shares in Infotrust Ltd (ASX:ITS) were up 8.89% at $0.245, while the S&P/ASX 200 stood at 8,762.60, down 0.35% (30.60 points). Infotrust is an ASX-listed Australian provider of cyber security, digital resilience and secure managed technology services, and in its Appendix 4E dated 31 August 2026 it reported results for the year ended 30 June 2026, including revenue from continuing operations of $64.1 million and a statutory loss after tax of $23.1 million.

Full-Year Revenue and Earnings From Continuing Operations

In its Appendix 4E dated 31 August 2026, Infotrust reported revenue from continuing operations of $64.061 million for the year ended 30 June 2026, up 9.8% on the re-presented $58.337 million a year earlier.

Underlying EBITDA from continuing operations was $2.672 million, down 20.3% from $3.351 million. Statutory EBITDA from continuing operations was a loss of $0.350 million, against a loss of $1.915 million. The underlying figure is unaudited.

The loss after income tax from continuing operations was $7.828 million, compared with $7.407 million, an increase of 5.7%. The company described the Cyber Security segment as having stable revenue with lower EBITDA, citing longer sales cycles and delivery capacity constraints.

Divestment of the Cloud and Communications Segment

The Appendix 4E dated 31 August 2026 states that Infotrust completed the sale of its Cloud and Communications segment, NexGen Investment Group Pty Ltd and its subsidiaries, to Aussie Broadband Limited (ASX: ABB) on 31 March 2026. Total consideration was up to $50 million, comprising $44.1 million received on completion and up to $5.9 million of contingent consideration tied to earnings hurdles for the years ending 30 June 2026 and 30 June 2027.

The discontinued operations recorded a loss after tax of $15.267 million, including a net loss of $19.849 million on remeasurement and disposal. The loss attributable to owners was $23.095 million, against a loss of $1.374 million in the previous year. Basic and diluted loss per share was 12.10 cents (2025: 0.77 cents).

Balance Sheet, Cash Flow and the Catalyst Cyber Acquisition

According to the report dated 31 August 2026, cash and cash equivalents at 30 June 2026 were $18.3 million, up from $6.3 million, with nil borrowings. Sale proceeds repaid the $27.0 million bank facility in full, and operating cash flow was an inflow of $4.1 million. Net assets fell $20.4 million to $78.2 million.

On 17 April 2026 the company acquired 100% of Catalyst Cyber Pty Ltd, a Canberra-based cyber security consultancy focused on Federal Government customers. Catalyst Cyber contributed revenue of $2.135 million from that date to 30 June 2026.

About the Company and Business Overview

Infotrust Ltd describes itself as an Australian sovereign ASX-listed provider of cyber security, digital resilience and aligned secure managed technology services. Following the NexGen sale, it operates a single Cyber Security segment.

The business serves government, enterprise and mid-market customers. Its capabilities include a 24x7 Security Operations Centre, managed detection and response, governance, risk and compliance, offensive and defensive security and digital forensics and incident response through Forensic IT. Digital Resilience covers networks, endpoints, identity platforms and cloud environments, particularly for education, government and distributed organisations.

Related Sector Context

Infotrust operates in Australian cyber security and managed technology services. The company's report describes the market as supported by demand linked to cloud adoption, data protection, identity security, AI governance and regulatory assurance, while also becoming more competitive and consolidated as customers seek fewer technology partners.

At 12:04 pm on 23 October 2026, the S&P/ASX 200 stood at 8,762.60, down 0.35%, while Infotrust shares were up 8.89%.

Risks to Weigh In

The report identifies several operational uncertainties. Sold cyber services projects were awaiting delivery, billable headcount was below budget and marketing-generated contract wins were below target during the year.

Statutory results remain loss-making, with a loss from continuing operations of $7.828 million. The company states that benefits from the Catalyst Cyber acquisition remain subject to successful integration, customer demand and disciplined execution. The market is also described as increasingly competitive.

Catalysts on Watch

The company states that management is focused on converting its late-year pipeline, increasing billable delivery capacity and scaling recurring and advisory-led offers during FY27, while integrating Forensic IT and Catalyst Cyber into a unified operating model.

A unified go-to-market and delivery model introduced in June 2026 has execution listed as an FY27 priority. Up to $5.9 million of contingent consideration from Aussie Broadband remains linked to earnings hurdles for the years ending 30 June 2026 and 30 June 2027.

Where Things Stand

Infotrust shares were up 8.89% at $0.245 at 12:04 pm on 23 October 2026, as the S&P/ASX 200 traded 0.35% lower. The company's most recent results, dated 31 August 2026, showed continuing revenue of $64.061 million, underlying EBITDA of $2.672 million, a statutory loss of $23.095 million and cash of $18.3 million with no borrowings.