Connexion Mobility Ltd

CXZ.ASX

Information Technology

Technology development, with a focus on in-vehicle infotainment services and vehicle data analytics services.

Market Data

Price

$0.023

+0.1%
Market Cap

$16.0M

P/E Ratio

5.3x

EPS

$0.004

Div. Yield

0.00%

52-Week Change

-0.0%

Latest Earnings

Quarterly Report

23 July 2026

Revenue
$3.40
+12.0% YoY
NPAT
$1.10
+83.0% YoY
EPS
$0.00

Connexion Mobility delivered strong Q4 FY26 results with record quarterly revenue of $3.4m (+12% QoQ) and net profit before tax of $1.1m (+83% QoQ), driven by a full quarter of GM Canada's EEP contribution, one month of earnings from the acquired Hallam Road Automotive, and an R&D tax credit. The company is pursuing a dual-platform strategy combining software (OnTRAC/Connexion) and automotive services, with strategic focus on expanding customer relationships and pursuing disciplined M&A aligned with required returns. Key points: Record quarterly revenue of $3.4m (+12% QoQ) and net profit before tax of $1.1m (+83% QoQ), with diluted EPS surging 89% to 0.098 cents; Hallam Road Automotive acquisition immediately accretive to EPS by estimated 25-35%, providing AUD earnings diversification and reducing FX risk; Marketplace subscriptions showing consistent month-on-month growth with structured R&D showcase to OEM customers

Recent Announcements

23 Jul 2026 Actual Results Positive

Quarterly Report

Connexion Mobility delivered strong Q4 FY26 results with record quarterly revenue of $3.4m (+12% QoQ) and net profit before tax of $1.1m (+83% QoQ), driven by a full quarter of GM Canada's EEP contribution, one month of earnings from the acquired Hallam Road Automotive, and an R&D tax credit. The company is pursuing a dual-platform strategy combining software (OnTRAC/Connexion) and automotive services, with strategic focus on expanding customer relationships and pursuing disciplined M&A aligned with required returns. Key points: Record quarterly revenue of $3.4m (+12% QoQ) and net profit before tax of $1.1m (+83% QoQ), with diluted EPS surging 89% to 0.098 cents; Hallam Road Automotive acquisition immediately accretive to EPS by estimated 25-35%, providing AUD earnings diversification and reducing FX risk; Marketplace subscriptions showing consistent month-on-month growth with structured R&D showcase to OEM customers

16 Apr 2026 Actual Results Neutral

Quarterly Report

Connexion delivered record Q3 FY26 revenue of $3.0M (+5% QoQ) driven by GM Canada's Enhanced Exposure Program launch and steady subscription growth, though net profit before tax declined 31% QoQ to $0.6M due to increased SG&A expenses and non-recurring costs. The company maintains a strong balance sheet with $5.9M net cash, no debt, and is actively pursuing M&A opportunities while continuing to expand its SaaS platform capabilities. Key points: Achieved record quarterly revenue of $3.0M with 5% QoQ growth, driven by GM Canada's national EEP launch in February; Gross profit increased 11% QoQ to $1.9M (63.3% margin) despite operating in expanded market; Operating cashflow grew 17% QoQ to $0.6M, demonstrating operational cash generation capability

6 Mar 2026 Sph Neutral

Ceasing to be a substantial holder

Graham Newman Pty Ltd ceased to be a substantial holder of Connexion Mobility Ltd on 03/03/2026 after selling 75,000,000 shares on-market between 27/01/2026 and 05/03/2026 at prices ranging from 2.5c to 2.7c per share.

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