Talius Boosts Revenue 21% as Subscriptions Surge Past 49,000
Talius Group Limited reported a 21% increase in sales revenue for the first half of 2025, driven by strong hardware sales and recurring software subscriptions. The company also completed a major contract rollout and achieved significant cost reductions, positioning itself for growth amid evolving aged care sector dynamics.
- Sales revenue up 21% to $4.2 million in HY25
- Annualised recurring revenue (ARR) grows 36% to $3.26 million
- Subscriptions increase 39% to over 49,200
- Completed major contract rollout with Hato Hone St Johns in New Zealand
- Achieved $300,000 cost reduction through focused rationalisation
Strong Revenue Growth Amid Sector Tailwinds
Talius Group Limited, an ASX-listed provider of next-generation aged care technology, has reported a robust 21% increase in sales revenue to $4.2 million for the first half of 2025. This growth was fueled by a combination of hardware sales and a rising base of recurring software subscriptions, reflecting the company’s expanding footprint in the aged care and home care markets.
The company’s annualised recurring revenue (ARR) climbed 36% to $3.26 million, underpinned by a 39% jump in subscriptions to over 49,200. These figures highlight Talius’ successful transition towards a software-as-a-service (SaaS) model, which promises more predictable and scalable revenue streams.
Contract Wins and Market Expansion
A key milestone for Talius was the completion of a significant contract rollout with Hato Hone St Johns (HHSJ) in New Zealand during the half. This contract, along with new orders from partners such as Roshana and New Direction Care, has strengthened the company’s pipeline heading into the second half of the year.
Further expanding its market reach, Talius entered a strategic distribution agreement with Wesco Anixter, covering Australia, New Zealand, and Singapore. This partnership has already yielded initial orders and is expected to accelerate adoption of Talius’ platform and tracking solutions across new sectors beyond traditional aged care.
Operational Efficiency and Platform Investment
Despite reporting an underlying EBITDA loss of $377,000, Talius has made meaningful strides in cost rationalisation, achieving a $300,000 reduction compared to the prior corresponding period. Employee and administrative expenses were trimmed as the company right-sized its team to support sustainable growth.
Investment continued in the Talius Platform, with approximately $136,000 spent on enhancements that improve data management, cybersecurity, and scalability. These upgrades are critical as the company prepares to roll out new features like the Talius Tracker real-time location system, which has already attracted material opportunities.
Outlook Supported by Regulatory and Market Dynamics
Looking ahead, Talius is well positioned to benefit from the new Aged Care Bill, which is expected to provide funding tailwinds and clearer regulatory frameworks from November 2025. The company’s focus on expanding into the home care sector, moving partners from pilot phases to full implementation, signals a maturing business model.
Participation in the BEDA Medtech accelerator program further enhances Talius’ exposure to government agencies and potential investors, supporting its ambitions for global scaling. With a strong sales pipeline and ongoing platform innovation, the company is targeting continued subscription growth and contract wins in the coming months.
Bottom Line?
Talius’ HY25 results reveal a company gaining momentum with growing recurring revenues and strategic partnerships, setting the stage for a pivotal second half of the year.
Questions in the middle?
- How quickly will pending product installations convert into active subscriptions and revenue?
- What impact will the new Aged Care Bill have on Talius’ market penetration and government contracts?
- Can Talius sustain cost efficiencies while scaling its platform and expanding into new verticals?
