Qoria Surges with 25% ARR Growth and Sets Sights on FY2026 Cash Flow Positivity
Qoria Limited reported a robust 25% year-on-year growth in annual recurring revenue, hitting $145 million, alongside a 670% jump in EBITDA and a positive free cash flow outlook for FY2026. The company’s expanding global footprint and strategic partnerships underpin its strong momentum.
- 25% YoY growth in Annual Recurring Revenue to $145 million
- EBITDA surged 670% to $15.4 million with a 13% margin
- Record quarterly net ARR addition of $14 million, up 55% on prior year
- User base expanded to 27 million students across 100+ countries
- Positive free cash flow guidance for FY2026 despite $4 million FX headwind
Strong Financial Momentum Amid Currency Headwinds
Qoria Limited has delivered a standout performance for the fiscal year ending June 2025, reporting a 25% increase in annual recurring revenue (ARR) to $145 million. This growth was achieved despite a $4 million negative impact from the weakening USD against the Australian dollar, underscoring the resilience of Qoria’s business model in a challenging forex environment.
EBITDA soared by an impressive 670% to $15.4 million, reflecting a 13% margin and signaling the company’s transition to strong profitability. Operating costs were tightly controlled, growing less than 1% year-on-year, which contributed to improved margins and operational leverage.
Expanding Reach and User Engagement
Qoria’s platforms now safeguard over 27 million students, 32,000 schools, and 8 million parents globally, spanning more than 100 countries. The company’s K12 education segment remains dominant, with a 25% ARR growth driven by new contracts, including a landmark partnership with the Pennsylvania Association of Intermediate Units, which opens doors to one of the largest US education markets.
The consumer segment, led by the Qustodio brand, also showed robust growth with a 21% increase in ARR to US$18 million. Strategic marketing investments have begun to pay off, with record sales in key months and plans for significant product updates aimed at enhancing user experience and onboarding efficiency.
Outlook – Positive Cash Flow and Continued Growth
Looking ahead, Qoria has provided guidance for FY2026 that includes a 20% increase in ARR to over $140 million, a 20% adjusted EBITDA margin, and positive free cash flow for the full year. The company’s weighted sales pipeline stands strong at $9 million for the September quarter, setting the stage for a strong finish to the calendar year aligned with the Northern Hemisphere school cycle.
Qoria’s management highlights the company’s reliable conversion of contracts into cash receipts, supported by transparent procurement processes and a highly efficient consumer sales engine. This predictability, combined with ongoing product innovation and geographic expansion, positions Qoria well for sustained growth and shareholder value creation.
Bottom Line?
Qoria’s FY2025 results mark a turning point as it balances growth with profitability, but currency fluctuations and execution of product rollouts will be key to watch in FY2026.
Questions in the middle?
- How will Qoria manage foreign exchange risks amid ongoing currency volatility?
- What impact will upcoming Qustodio product updates have on consumer acquisition and retention?
- Can Qoria sustain its rapid ARR growth while maintaining tight cost controls?
