Pureprofile delivers record $65m FY26 revenue with 25% EBITDA growth
In its FY26 investor presentation, presented by Chief Executive Officer Martin Filz and Chief Financial Officer Melinda Sheppard, Pureprofile outlined a record full-year result headlined by Group revenue of $65.0m, up 14% on the prior comparable period (16% in constant currency).
The result landed at the top end of the Group’s $64m–$65m guidance range. Management highlighted that EBITDA rose 25% to $6.5m, outpacing revenue growth and delivering a 10% margin.
All figures were presented on a preliminary and un-audited basis, with EBITDA excluding significant items and share-based payments. The presentation reinforced Pureprofile’s identity as a global data and insights company connecting audiences, data and clients.
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FY26 financial results reveal balanced global growth
The full-year performance reflected growth across both geographic segments and a further step-up in technology-enabled revenue. ANZ revenue increased 8% on pcp to $33.4m, including a $0.6m contribution from the CRNRSTONE acquisition. Excluding CRNRSTONE, organic ANZ revenue grew 6%.
The CRNRSTONE acquisition, completed at a 2.3x EBITDA multiple and funded entirely from existing cash, added a 100,000-member qualitative panel and broadened Pureprofile’s service offering to clients who previously required a separate qualitative research provider.
Rest of World (ROW) revenue rose 20% on a reported basis to $31.6m, or approximately 24% in constant currency, despite a $1.02m reported revenue FX drag. Platform revenue climbed 74% to $19.3m, reflecting continued client demand for scalable, technology-enabled solutions.
EBITDA margin improved by approximately 1 ppt to 10.0%. The presentation noted this was achieved despite a $340k FX loss in FY26, compared with a $337k FX gain in FY25, representing an adverse year-on-year movement of approximately $0.7m.
FY26 results at a glance
| Metric | FY26 | vs FY25 |
|---|---|---|
| Revenue | $65.0m | +14% |
| EBITDA | $6.5m | +25% |
| EBITDA Margin | 10% | +1 ppt |
| ANZ (incl. Platform) | $33.4m | +8% |
| Rest of World (incl. Platform) | $31.6m | +20% |
| Platform | $19.3m | +74% |
A more balanced geographic mix
Management highlighted a steady shift towards international revenue, with ROW growing from 29% to 49% of total revenue over the past six years. The presentation noted ANZ growth accelerated in the second half, with H2 reported revenue up 16% (11% organic) compared with just +2% in H1 FY26.
Over five years, the Group pointed to compound annual growth rates of:
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Revenue: +20%
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EBITDA: +19%
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Platform: +78%
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ROW: +33%
Q4 caps 20 consecutive quarters of growth
The closing quarter delivered record Q4 FY26 revenue of $16.9m, up 10% on pcp (15% in constant currency), marking 20 consecutive quarters of year-on-year revenue growth. Platform revenue more than doubled, rising 103% to a record $5.5m.
By segment, ANZ Q4 revenue increased 15% to $9.3m (10% organically excluding CRNRSTONE), while ROW revenue rose 5% on a reported basis to $7.6m, or 15% in constant currency.
Q4 EBITDA increased 30% to $1.7m, materially outpacing revenue growth, with the margin improving 2 ppts to 10%. Management pointed to this as evidence of the operating leverage in the Group’s business model.
Investors wanting to track how the Q4 step-up compared against prior-quarter momentum can find our detailed coverage of Pureprofile’s Q3 FY26 results, which reported a 67% EBITDA uplift and platform revenue doubling to $4.4 million in the March quarter alongside the reaffirmation of the $64m-$65m guidance range.
Understanding first-party data in an AI-driven world
At its core, Pureprofile recruits a proprietary, consented global audience of panellists, captures high-quality first-party data, and turns that data into insights for brands, businesses and governments.
The presentation positioned the value of this data plainly, stating: “In an AI-driven world, high-quality, first-party data is the foundation. There is no AI without data, and we can provide it at scale.”
The Group set out the scale behind that claim:
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Studies completed across 106 countries in the past 12 months
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997 clients, 266 staff and 14 offices globally
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$16.7m in annuity revenue (LTM)
For investors, this framing positions Pureprofile as an owner of a scarce input, namely quality consented data, that AI systems increasingly require. Management presented this as a structural tailwind for future demand.
A three-pillar strategy to accelerate global growth
The presentation outlined a corporate growth strategy built around three pillars:
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Global Business — build a stronger global business and global panel, adding complementary data sources through strategic partnerships.
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Technology & AI — accelerate AI solutions including Datarubico, synthetic responses, social insights tools, the platform, and internal efficiency.
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Data & Insights — leverage proprietary data through Data & Insights and Audience Builder.
On the opportunity ahead, management noted that the US and UK markets are currently 30 times and 5 times larger than Australia respectively. The Group cited ESOMAR data showing global insights industry turnover of US$142.4bn in 2024, with the US accounting for 54% of that total.
The presentation detailed three AI revenue angles: internal efficiency in client delivery, client-facing products such as The Hub and audio and video surveys, and AI companies themselves as clients needing data to feed their large language models (LLMs).
FY27 priorities and outlook
Management set out FY27 and beyond priorities across three areas: revenue growth (growing UK and US market share, share of wallet, and targeted acquisitions), margin expansion (converting scale into operating leverage), and shareholder value (earnings-accretive acquisitions and disciplined capital allocation).
On the balance sheet, Pureprofile closed FY26 with cash of $6.8m, up $1.1m during the year including funding the $0.7m cash acquisition of CRNRSTONE, alongside CBA term debt of $2.5m.
The Group noted it is finalising refinancing arrangements ahead of the debt’s November 2026 maturity and expects to communicate the outcome “in the coming months.”
What FY26 means for investors
FY26 brought together several themes management emphasised throughout the presentation: internally funded five-year CAGRs of approximately 20% in revenue and 19% in EBITDA, an improving net cash position, a more balanced ANZ and ROW revenue mix, and the structural AI data tailwind.
Management positioned FY26 as a demonstration of continued commercial execution and operating leverage, with the Group aligned around driving growth in key markets while improving profits into FY27.
The presentation closed on the point that strong cash generation increased the year-end balance to $6.8m, positioning the Group to pursue its FY27 growth and capital allocation priorities.
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