Highlights

  • Yojee's MOSAIC platform launched commercially on 8 July 2026 and now has 17 signed agreements.
  • Customers processing live jobs rose from two to five, with jobs processed up 532% on an adjusted basis.
  • Customer cash receipts rose 88% to A$160,000.
  • Cash reached A$11.19 million after a capital raising of about A$10.5 million.

Yojee Limited (ASX:YOJ), a logistics software company, has released its quarterly activities report for the period ended 30 September 2026. The quarter marked the commercial launch of its MOSAIC freight forwarding and customs platform, growing customer usage and a significant capital raising.

MOSAIC Commercial Launch and Customer Growth

MOSAIC launched commercially on 8 July 2026 following a Beta program, and customers are now using it to manage live freight. Yojee has 17 signed MOSAIC agreements, comprising 13 Ignition customers and four Everest Founding Partners, including its first two New Zealand customers.

The number of customers processing live jobs increased from two in the June quarter to five in the September quarter. Jobs processed rose 532% on an adjusted basis. CEO Mark Connell said customers are using MOSAIC to manage real freight.

Revenue, Billing and Sales

Customer cash receipts rose 88% to A$160,000, mainly from the company's Transport Carrier Management System (TCMS), which continued to roll out across additional regions and sites for existing enterprise customers.

Initial MOSAIC billing is targeted for the December 2026 quarter, once implementations and accounting integration are complete. MOSAIC charges customers per job. Yojee has also appointed an experienced international logistics sales executive to target small and medium freight forwarders.

Capital Raising and Financial Position

Yojee raised about A$10.5 million before costs through a A$7.0 million placement and a A$3.45 million Share Purchase Plan, both at A$0.23 per share. Cash rose to A$11.19 million at 30 September 2026, from A$3.44 million at 30 June, and the company has no debt.

Net operating outflows were A$784,000, and A$1.22 million was invested in capitalised MOSAIC development. Yojee reported about 14.3 quarters of estimated funding. The company noted that customer go-lives are usually scheduled outside December and January due to peak freight periods.

Key Takeaways

  • MOSAIC has moved into commercial use with a growing customer base.
  • The start of MOSAIC billing in the December quarter is a key milestone.
  • A strengthened cash position gives Yojee a longer funding runway to grow sales.