Stakk Surpasses FY2026 Revenue Guidance with Record Customer Receipts

Record Customer Receipts Drive Revenue Beat

Stakk Ltd (ASX:SKK) closed FY2026 with unaudited revenue of A$14.68 million, comfortably surpassing its earlier guidance of approximately A$13.55 million. This milestone was underpinned by a remarkable 1,298% increase in customer cash receipts, which soared from A$1.05 million in FY2025 to A$14.66 million in FY2026. The June quarter alone saw receipts hit A$6.985 million, a 30.2% rise over the March quarter, marking a consistent quarterly growth trajectory throughout the year.

Positive Operating Cash Flow and Strengthened Balance Sheet

Alongside revenue growth, Stakk reported positive net operating cash flow of A$249,000 for the quarter, a notable achievement given its ongoing investments in product development and customer implementations. The company’s cash and cash equivalents rose to A$17.51 million at 30 June 2026, providing a solid financial buffer as it pursues expansion opportunities.

Recurring Revenue Model Validated by Cash Flow Alignment

Stakk highlighted the close alignment between recognised revenue and customer cash receipts, reflecting the quality and stickiness of its enterprise client base. The company attributes this progress to three main factors: the addition of new high-quality enterprise customers, increased transaction volumes from existing clients, and the successful transition of contracted customers from implementation phases into full production, triggering recurring billing cycles.

Outlook Supported by Contracted Revenue and Acquisition Plans

The company reaffirmed its FY2027 unaudited revenue outlook of approximately A$21.8 million, driven by contracted recurring revenue and ongoing customer rollouts. Moreover, subject to shareholder approval, Stakk’s pending acquisition of ParaScript promises a substantial leap in scale. The combined entity is expected to report unaudited pro forma FY2026 revenue of around A$41.3 million and FY2027 revenue of approximately A$55.2 million, alongside EBITDA projections of A$12.3 million and A$18.5 million respectively. The deal would significantly broaden Stakk’s global footprint, serving over 300 enterprise customers and processing more than 100 billion digital interactions annually.

Strategic Growth Through Acquisition and Organic Execution

Director Arthur Lo emphasised that FY2026 was a defining year marked by disciplined execution and commercial momentum converting into tangible financial results. He also underscored the strategic rationale behind the ParaScript acquisition, which not only adds a profitable business with complementary technology but also offers cross-selling opportunities across each company’s customer base. This combination is seen as a catalyst for long-term value creation beyond the immediate financial uplift.