Energy One Limited has reported a robust half-year performance with revenue up 21% and net profit surging 63%, underpinned by organic growth and strategic advances including ISO 27001 certification and AI integration.
- 21% increase in group revenue to $34.8 million
- 63% rise in net profit after tax to $4.0 million
- Achieved ISO 27001 cybersecurity certification
- Net revenue retention improved to 111%
- Smooth CEO transition with Ben Tranier appointed
Strong Financial Momentum
Energy One Limited has delivered a compelling half-year result for the six months ending 31 December 2025, with revenue climbing 21% to $34.8 million and net profit after tax rising 63% to $4.0 million. This performance reflects sustained organic growth, particularly in recurring revenue streams, which grew by 20% to $64 million annual recurring revenue (ARR). The company’s EBITDA also expanded by 31%, highlighting improved operational efficiency and margin expansion.
Despite modest one-off costs related to acquisition activities, office fit-outs, and CEO transition expenses, Energy One’s cash-EBITDA margin reached 21%, a notable improvement that underscores disciplined expense management and scalable growth. Net debt was reduced to just 0.4 times EBITDA, positioning the company on a strong trajectory toward debt neutrality.
Operational Highlights and Strategic Advances
Beyond the numbers, Energy One achieved ISO 27001 certification, a globally recognised standard for information security management. This milestone not only enhances the company’s cybersecurity posture but also serves as a competitive differentiator in a highly regulated energy market where data integrity and system reliability are paramount.
The company’s net revenue retention rate increased to 111%, driven by upselling additional modules and services to existing customers. This reflects the success of Energy One’s “one-stop-shop” strategy, which integrates multiple software solutions for wholesale energy trading, including battery energy storage systems (BESS) and AI-powered forecasting tools.
Significant new customer wins in both Australia and Europe demonstrate Energy One’s growing footprint. Notably, a cutting-edge Australian battery storage client expanded its engagement to include advanced auto-bidding and 24/7 trading operations, while a major European industrial customer adopted multiple platforms for contracts, scheduling, and operations, expected to generate $800,000 in ARR within 12 months.
Leadership Transition and AI Integration
Energy One is undergoing a smooth leadership transition, with Ben Tranier, previously General Manager for Europe, appointed as CEO effective 1 March 2026. Tranier brings extensive experience in energy software and business growth, having driven a 28% ARR increase in Europe over the past year.
The company is also embracing artificial intelligence as a core enabler of productivity and product innovation. Developers have integrated AI tools to boost coding efficiency by over 50%, while AI-powered modules for short-term forecasting and virtual trading are being market-launched. These advancements reinforce Energy One’s position as a technology leader in the evolving energy transition landscape.
Outlook and Market Position
Energy One remains optimistic about the second half of FY26, anticipating continued strong growth driven by a 24% increase in sales pipeline and sustained demand for its comprehensive energy trading solutions. The company is well-positioned to capitalise on the global shift towards renewables and energy storage, supported by regulatory developments and expanding market complexity.
While no specific financial guidance was provided, management’s focus on balancing recurring revenue growth of 15%-20% with controlled expense increases aims to further enhance margins and shareholder value. The company also remains open to selective acquisitions to complement its organic growth strategy.
Bottom Line?
Energy One’s robust half-year results and strategic initiatives set the stage for continued leadership in energy software amid the accelerating green power transition.
Questions in the middle?
- How will Ben Tranier’s leadership influence Energy One’s growth trajectory and market expansion?
- What potential acquisitions could complement Energy One’s organic growth and technology portfolio?
- How will ongoing AI integration reshape Energy One’s product offerings and operational efficiency?