Activeport’s India win puts recurring software revenue on a 1,800km fibre network

Microscan contract extends Activeport’s recurring-revenue push

Activeport Group Ltd (ASX:ATV) has won a stage-one contract worth more than A$1 million with Microscan Infocommtech to power a new pan-India Network-as-a-Service platform. The deal gives Activeport access to a fibre operator with more than 1,800 kilometres of network infrastructure connecting major data centres, cable landing stations and thousands of commercial buildings across India.

The commercial attraction is not limited to the initial contract value. Activeport says the agreement includes monthly per-service licence fees, meaning revenue is expected to scale as Microscan’s customers order more connectivity, IP transit and cloud connections through the platform. That model fits the company’s recent push towards software income, including the international Global Edge launch, which involved major telco contracts and was expected to build recurring revenue over time.

Pan-India rollout targets data centres and cloud connections

Activeport will supply portal and provisioning software that allows Microscan customers to order on-demand links between data centres and enterprise buildings, alongside access to IP transit and connections to neo-cloud and enterprise cloud on-ramps. The company says the platform is expected to go live before the end of 2026, with a phased national rollout across Microscan’s fibre footprint during the first six months.

Activeport is positioning the contract against rising demand for data-centre capacity and API-based trading of connectivity, GPU and cloud services. Those themes are presented by the company as drivers of adoption, rather than as guaranteed revenue outcomes. The announcement does not disclose the contract duration, payment terms, expected annual recurring revenue or margin contribution.

Security expansion remains proposed rather than secured

The parties intend to pursue a second stage adding network-security products and further functionality. Activeport expects that stage-two contract to be announced in early 2027, but the proposal remains subject to final commercial terms and definitive documentation. It should therefore be treated as an opportunity attached to the relationship, not part of the A$1 million-plus contract already signed.

For shareholders, the immediate test is execution: whether the platform reaches go-live on schedule, how quickly services are activated across the network and when the licence model begins appearing in reported revenue. The contract contains customary termination provisions, including for breach, change of ownership and insolvency, adding a reminder that the headline value is not the same as contracted revenue already recognised.