Orcoda signs three year Linked Community Services contract worth circa $500k
Orcoda Limited (ASX: ODA) has signed a three year Supply Chain Transport Optimisation contract with Linked Community Services, described in the announcement as “one of the largest Community Transport providers in NSW”. The contract value is circa $500k, adding to Orcoda’s Annual Recurring Revenue (ARR).
The Linked deal adds to Orcoda’s previously announced $14.7 million ARR and provides what the company calls an encouraging start for the second quarter of FY27. Other ARR contracts are described as “imminent” and are expected to facilitate further ARR growth in the second quarter of FY27.
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What the Linked deal delivers for Orcoda
Linked was awarded “Outstanding Community Organisation” in the Business NSW State Business Awards 2026. For Orcoda, the contract offers another increase to recurring revenue, with more contracts flagged.
The FY27 entry ARR target set out in the company’s full-year results rests largely on a separate Wagner Corporation contract at Wellcamp, whose revenue varies with workforce occupancy rather than following a fixed schedule.
Revenue expected to grow over the term
Revenue from the Linked contract is expected to increase over the contract term. Orcoda’s Transport360 platform is expected to deliver efficiencies that facilitate growth of Linked’s fleet and provide enhanced services to its clients.
A foothold in NSW community transport
Linked operates across the NSW Mid North Coast, including South West Rocks, Kempsey, Port Macquarie, Taree, Forster Tuncurry and Port Stephens. Orcoda expects the relationship to provide a platform that will bring additional NSW community transport providers onto its technology, building on the success already achieved in Queensland.
Carlie Comer, Chief Executive Officer of Linked Community Services, outlined why Linked selected the platform:
Carlie Comer, Chief Executive Officer, Linked Community Services
“As one of NSW’s largest community transport providers, delivering approximately 180,000 trips annually, it is essential that we invest in technology that supports our operations today while positioning us for future growth. […] Following a comprehensive review of available transport management solutions, Orcoda stood out for its functionality, reporting capabilities, operational efficiencies and ability to support our evolving needs.”
Geoff Jamieson, Managing Director of Orcoda, pointed to the company’s position in the sector:
Geoff Jamieson, Managing Director, Orcoda Limited
“Orcoda is already a technology leader in community transport. […] We are confident in our ability to further expand our footprint in Australia and globally as transport providers increasingly embrace AI driven digital transformation and the benefits that Orcoda’s technology can deliver.”
The table below summarises the key contract details.
| Item | Detail | Investor relevance |
|---|---|---|
| Contract term | Three years | Multi-year recurring revenue commitment |
| Contract value | Circa $500k | Adds to Orcoda’s ARR |
| Existing ARR | $14.7 million (previously announced) | Linked deal adds to this base |
| Client scale | Approximately 180,000 trips annually | Revenue expected to increase over the term as Linked’s fleet grows |
Transport360: the AI platform behind the win
What is transport management software?
Transport management software is used to plan routes, track vehicles and confirm deliveries. ARR is subscription-style revenue that repeats each year, which investors often value because it is more predictable and easier to scale than one-off sales.
Platform capabilities
Orcoda has recently launched its new fully integrated Transport360 AI platform for the transport industry. Key features include:
- Design to scale from small operators with just three vehicles through to enterprise fleets managing hundreds
- Self service onboarding and guided setup
- Intelligent route optimisation, proof of delivery, real time vehicle tracking, customer notifications and driver mobility
- New AI capabilities
That range of customer sizes points to a broad potential customer base. Comer also noted that “Having an Australian-based technology partner that understands the complexities of our industry was also an important consideration.”
What happens next for Orcoda investors
Two items are flagged for the period ahead:
- Transport360 product webinar: Orcoda is hosting a webinar on Wednesday 18 November at 11am AEST, open to interested investors.
- Further ARR contracts: Other ARR contracts are described as “imminent” and are expected to facilitate further ARR growth in the second quarter of FY27.
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