Infomedia Reports $35M EBITDA, Eyes $152M-$159M Revenue in FY26
Infomedia Ltd reported solid FY25 financial results with a 7% rise in underlying cash EBITDA and announced a lucrative take-private offer from TPG Capital at a 41% premium. The company’s strategic AI investments and contract renewals underpin its growth trajectory.
- 7% increase in underlying cash EBITDA to $35 million
- 4% revenue growth to $147 million despite customer churn
- Acquisition of 50% stake in AI firm Intellegam and rollout of new AI solutions
- Major contract renewals with price increases amid challenging macro conditions
- TPG Capital’s $1.72 per share take-private offer representing a 41% premium
Robust Financial Performance Amid Strategic Expansion
Infomedia Ltd, a key player in automotive software and data services, has delivered a commendable FY25 performance, reporting a 7% increase in underlying cash EBITDA to $35 million and a 4% rise in total revenue to $147 million. These results reflect the company’s effective operating leverage and strong cash flow generation, despite facing customer churn in its SimplePart e-commerce segment.
The company’s adjusted net profit after tax rose 6% to $22 million, supported by disciplined cost management and improved working capital. Infomedia’s underlying cash EBITDA margin expanded to 24%, underscoring enhanced operational efficiency.
Strategic Moves Bolster Growth and Innovation
FY25 was marked by significant strategic developments, including the acquisition of a 50% stake in Intellegam GmbH, an AI specialist. This move positions Infomedia at the forefront of AI-driven automotive solutions, with four new AI products slated for rollout in Q2 FY26. The integration of Intellegam’s capabilities is expected to enhance Infomedia’s product ecosystem, particularly in areas like repair assistance and voice-activated customer service.
Additionally, Infomedia renewed several major contracts with price increases ranging from 3% to 17%, demonstrating resilience in a challenging macroeconomic environment. Leadership renewals in the EMEA and Americas regions have also been pivotal in driving sales productivity and operational improvements.
Take-Private Proposal Signals New Chapter
In a significant corporate development, Infomedia has entered into a scheme implementation agreement with TPG Capital, which proposes to acquire 100% of the company’s shares at $1.72 per share. This offer represents a 41% premium to the three-month volume-weighted average price, reflecting strong investor value recognition. The board unanimously recommends the scheme, subject to customary conditions and shareholder approval expected in November 2025.
The take-private deal could provide Infomedia with greater strategic flexibility to accelerate its AI integration and technology stack rebuild, while navigating the evolving automotive ecosystem marked by digitalisation and data-driven customer experiences.
Outlook and Market Positioning
Looking ahead, Infomedia projects FY26 revenue between $152 million and $159 million, driven by increased sales productivity, completion of the Infodrive CX technology rebuild, and further AI product delivery. The company remains focused on capitalising on growth opportunities amid supply chain uncertainties, evolving tariff landscapes, and the rise of connected and software-defined vehicles.
Infomedia’s global footprint spans over 195 countries with a diversified customer base, including 50 automaker brands and more than 250,000 daily users, positioning it well to benefit from the digital transformation of the automotive sector.
Bottom Line?
Infomedia’s FY25 results and TPG Capital’s premium takeover bid set the stage for a transformative phase in automotive data services.
Questions in the middle?
- Will the TPG Capital scheme secure shareholder approval without competing bids?
- How swiftly and effectively will Infomedia integrate Intellegam’s AI solutions into its core offerings?
- What impact will macroeconomic headwinds have on Infomedia’s FY26 growth projections?
