Hansen Technologies Posts 20.9% EBITDA Growth on $392.5M Revenue

Strong Financial Performance Amid Strategic Restructuring

Hansen Technologies Limited (ASX, HSN) has delivered a compelling FY25 financial performance, with operating revenue climbing 11.2% to $392.5 million and underlying EBITDA surging 20.9% to $111.7 million. The company’s disciplined cost management and operational efficiencies contributed to an underlying EBITDA margin of 28.5%, surpassing earlier expectations. Underlying net profit after tax before acquired amortisation (NPATA) soared 43.3% to $56.9 million, reflecting both organic growth and improved profitability in key markets.

Central to this growth was Hansen’s strategic restructuring into two operating verticals, Communications & Media and Energy & Utilities, designed to sharpen focus and enhance operational alignment. This realignment has enabled Hansen to better capture sector tailwinds and deliver tailored solutions to its diverse global customer base spanning over 80 countries.

Major Contract Wins and Market Expansion

FY25 saw Hansen secure transformative contracts that underscore its market leadership. Notably, a $50 million five-year agreement with VMO2, a joint venture between Telefónica and Liberty Global, positions Hansen at the forefront of telecom software innovation. Additionally, a strategic five-year contract valued at $16 million with one of the largest renewable energy portfolios in the United States highlights Hansen’s growing footprint in the energy transition space.

Further bolstering its European presence, Hansen acquired key assets from German software provider CONUTI, enhancing its product offerings and market penetration in the DACH region. The powercloud acquisition, now cash generative, contributed positively to FY25 results despite short-term margin pressures, reflecting Hansen’s commitment to long-term growth in Germany’s evolving energy market.

Harnessing AI for Operational Excellence and Innovation

Hansen is aggressively integrating artificial intelligence across its product suite and internal operations. AI-driven automation has streamlined testing, quality assurance, customer support, and data migration, delivering significant productivity gains and cost savings. This strategic AI adoption supports Hansen’s goal of sustained margin expansion without proportional increases in headcount.

Looking ahead, Hansen plans to deepen AI integration to unlock predictive analytics capabilities, enhance customer engagement, and create new revenue streams. This positions the company well to capitalize on the accelerating digital transformation trends in telecommunications and utilities.

Sustainability Leadership and ESG Progress

Beyond financial metrics, Hansen continues to advance its sustainability agenda. The company achieved a 40% reduction in Australian emissions two years ahead of its FY26 target and maintained carbon neutrality certification for the fourth consecutive year. Global greenhouse gas emissions benchmarking and supplier sustainability assessments demonstrate Hansen’s commitment to transparency and resilience.

Recognition from EcoVadis and an upgraded MSCI ESG rating to AA affirm Hansen’s leadership in environmental, social, and governance practices. These efforts align with growing regulatory demands and customer expectations, reinforcing Hansen’s long-term value creation strategy.

Outlook, Confident Growth Amid Industry Tailwinds

Hansen projects organic revenue growth of 5–7% over the medium term, supported by accelerating adoption of 5G, smart metering, energy transition initiatives, and AI-enabled software solutions. The company targets an underlying EBITDA margin of 30% or higher, driven by disciplined cost control and operational efficiencies.

Key market drivers include decarbonisation mandates, smart grid rollouts, digital transformation in utilities and telecoms, and the electrification of transport. Hansen’s diversified global footprint and robust contract pipeline position it well to navigate industry consolidation and capitalize on emerging opportunities.