Infomedia (ASX: IFM) Delivers Solid 1H25 Results, Announces On-Market Buyback

Infomedia (ASX: IFM) has reported a steady first half for FY25, continuing its push through the Strengthen phase of its strategy while keeping an eye on the bigger picture—growth and innovation. Despite a complex macro backdrop, the company delivered a 2% revenue increase to $71.2 million and a solid 7% lift in underlying cash EBITDA to $16.7 million.

CEO Jens Monsees highlighted that the company’s 99% recurring revenue base has provided stability, even as they navigate customer churn in SimplePart. APAC was the standout performer, posting 9% revenue growth, while the EMEA and Americas regions are getting a strategic refresh with new leadership hires.

One of the key financial highlights was a 62% increase in earnings per share, reaching 2.22 cents, while NPATA rose 11% to $10.5 million. Investors will also be pleased with an interim fully franked dividend of 2.20 cents per share.

Strategic Moves & Innovation

Infomedia is setting the stage for its Scale phase by doubling down on R&D while keeping margins stable. The company has:

  • Strengthened leadership in EMEA and the Americas, with a new regional head for EMEA already in place and another for the Americas starting in 2H25.
  • Optimized its R&D investment through offshoring initiatives.
  • Integrated data platforms across SimplePart and Microcat, freeing up resources for further product expansion.

Looking ahead, Infomedia is focused on:

  • Rebuilding Infodrive CX’s tech stack to support global scalability.
  • Expanding its customer success program worldwide.
  • Strengthening enterprise systems to support its next growth phase.
  • Pushing into new market segments and accelerating its global footprint.

Outlook & Buyback Plan

The company reaffirmed its FY25 revenue guidance of $142–$149 million, with stable margins expected. Additionally, Infomedia has announced an on-market buyback of up to 5% of its issued capital over the next 12 months, signaling confidence in its future prospects.

With a strong balance sheet—$78 million in cash and no debt—and a strategic investment in AI startup Intellegam to fuel innovation, Infomedia appears well-positioned for its next phase of growth.