Intelligent Monitoring Group Details 27% Pipeline Jump and Eyes AI Security Expansion
Intelligent Monitoring Group Q3 Update reveals a 27% quarter-on-quarter pipeline surge to $63.2 million, 14.5% operating cashflow growth, and reaffirmed FY26 EBITDA guidance of $43-47 million — signalling strong commercial momentum for ASX investors.
Key Takeaways
- Intelligent Monitoring Group reported Q3 FY26 operating cashflow of $7.7 million, up 14.5% on the prior comparable period.
- The secured pipeline reached $63.2 million in Q3, representing 27% quarter-on-quarter growth and up from zero at the August 2023 ADT acquisition.
- Video Guarding customer count grew 16% in Q3 on Q2, with AI-enabled proactive monitoring averaging over 50 confirmed arrests and 15 deterrence events per month.
- Management reaffirmed FY26 guidance for underlying EBITDA of $43-47 million and proforma EBITDA of $53-57 million including the Tyco NZ contribution.
- At a current share price of $0.50, IMG trades at a proforma EV/EBITDA multiple of 5.5x with net debt to EBITDA of just 1.5x, described as the low end of industry norms.
This is a special feature video produced for our partner.
Topic Hubs