Acusensus (ASX:ACE) Upgrades FY26 Revenue Guidance to $83-87 Million on International Expansion and Major Contract Wins
At its 2025 Annual General Meeting, Acusensus (ASX:ACE) upgraded its Acusensus FY26 Revenue Guidance to $83-87 million, representing 40-46% growth over FY25’s $59.4 million. This marks the second upward revision following the company’s strong start to the financial year, with the original guidance range of $79-84 million lifted based on successful execution across multiple growth drivers.
In a recent ASX announcement, the road safety technology provider attributed the upgrade to New Zealand speed contract mobilisation, the US$22.6 million (~$34 million) Connecticut work zone enforcement contract win, and contract expansions in Western Australia and Queensland. Acusensus reported record contracted revenue remaining of approximately $220 million, providing substantial visibility for future performance.
The company’s achievements reflect its mission to innovate technology that supplies enforcement services designed to change driver behaviours and reduce road trauma. Furthermore, Acusensus has pioneered intelligent solutions delivering anywhere, anytime digital evidence used in conjunction with law enforcement.
How Is Acusensus Accelerating Revenue Growth Across Business Segments?
The upgraded forecast reflects contributions from three distinct business segments demonstrating simultaneous momentum, positioning the company for sustained expansion.
Australian operations generated $55 million in FY25 revenue with $19.5 million adjusted EBITDA. Contract expansions in Western Australia include an $8.7 million five-year fixed site enforcement programme signed in September 2025, supplementing the existing multi-function trailer contract. Additionally, two new trailers joined the multi-function enforcement contract from November 2025.
Queensland operations expanded with $27.4 million in additional transportable units, doubling the state’s enforcement reach. The Australian Capital Territory activated seatbelt enforcement capabilities on 3 November 2025 within its existing mobile phone detection contract. Transport for NSW renewed its five-year framework contract for mobile phone and seatbelt detection following expiry of the previous agreement, with annual project orders totalling $8.94 million commencing 1 March 2025.
The successful Acusensus international expansion doubled in FY25 to $4.2 million revenue, contributing 7% to group revenues with 104% growth versus FY24. Management positioned FY26 to deliver a step-change in international contribution as major programmes reach operational capacity. Moreover, the company now holds contracts spanning eight US states plus Washington D.C.
The nascent Acusensus Forsite division for worker safety generated $0.1 million revenue in FY25 whilst incurring $0.9 million adjusted EBITDA losses as the business scales foundation deployments. Commercially launched in October 2025, Forsite operates across five Australian states spanning construction, traffic management and roadside assistance operations.
| Business Segment | FY25 Revenue | FY25 Adj EBITDA | FY26 Growth Drivers |
|---|---|---|---|
| Australia | $55M | $19.5M | WA fixed sites, QLD expansion, ACT seatbelt activation |
| International | $4.2M | $(1.3)M | NZ full capacity, Connecticut ramp-up, UK framework |
| Forsite | $0.1M | $(0.9)M | National deployments, Tier-1 customer programmes |
What Major International Contracts Is Acusensus Mobilising?
The company’s international expansion strategy has delivered significant contract wins across multiple jurisdictions, validating its technology scalability.
New Zealand Nationwide Speed Programme
Acusensus commenced the NZ$92 million five-year contract in December 2024, establishing the company’s first major programme outside Australia. The contract provides enforcement services to counter dangerous driver behaviours through pioneering technology.
Mobilisation progressed on schedule with all motor vehicles operational and one-third of trailer assets deployed as of November 2025. The programme aims to reach full capacity by the end of December 2025, demonstrating Acusensus’ ability to execute large-scale international deployments.
The nationwide scope validates Acusensus’ technology scalability to new jurisdictions with stringent road safety standards. However, the programme represents a critical test of the company’s operational capabilities in markets beyond Australia.
United States Market Expansion
The Connecticut Department of Transportation awarded Acusensus a US$22.6 million (~$34 million) five-year contract for automated work zone speed control in October 2025. This Connecticut work zone enforcement contract currently operates three trailers on-site, with full operational capacity expected during second-half FY26.
This success highlights the effectiveness of the Acusensus US market expansion strategy. Work zone enforcement addresses a critical safety segment with broad political support across US state governments. In addition, Acusensus appointed industry veteran Kevin Tenbrunsel as General Manager USA to lead sales expansion efforts.
Kentucky commenced a new pilot programme with five work zone speed enforcement trailers, adding to Acusensus’ growing state-level pipeline. The company has progressed from data collection projects to long-term real-time enforcement contracts across multiple states.
United Kingdom Framework Access
Acusensus UK Limited gained acceptance onto the Crown Commercial Service RM6347 Transport Technology framework, enabling direct contracting with government entities. The framework inclusion removes significant procurement barriers for UK market expansion.
Acusensus secured its first long-term contract for distracted driving and seatbelt enforcement during FY25. Devon & Cornwall Police deployed an impaired driving enforcement prototype, representing potential expansion into a new enforcement category with substantial market opportunity.
| Market | Contract Value | Duration | Current Status |
|---|---|---|---|
| New Zealand | NZ$92M | 5 years | One-third deployed, full capacity Dec 2025 |
| Connecticut, USA | US$22.6M (~$34M) | 5 years | Mobilising, full operations 2H FY26 |
| UK Framework | Undisclosed | Multi-year | First long-term contract secured |
What Australian Contract Expansions Drove the Acusensus FY26 Revenue Guidance Upgrade?
These significant Acusensus contract wins on the domestic front have strengthened the company’s revenue base and contributed to the upgraded guidance.
Western Australia’s Road Safety Commission signed two important agreements during FY26 year-to-date operations. The September 2025 agreement converted existing fixed site operations into a five-plus year programme valued at approximately $8.7 million, with additional sites to be incorporated. This converts the existing programme into a long-term contract, providing sustained revenue visibility.
Queensland expanded transportable unit reach with $27.4 million in incremental contract value announced in December 2024, doubling enforcement coverage across the state. Additional trailers for speed enforcement and mobile phone detection supported contract expansions totalling approximately $16.6 million announced in October 2025.
Transport for NSW renewed its five-year framework contract for mobile phone and seatbelt detection following expiry of the previous agreement. Annual project orders under the framework total $8.94 million, with an initial two-year term commencing 1 March 2025.
This positive investor update confirms the Acusensus FY26 Revenue Guidance upgrade reflects executed agreements rather than speculative forecasts. Management emphasised that the upgrade resulted from new contract wins, contract expansions and on-time mobilisation of existing major contracts.
How Is the Forsite Worker Safety Solution Scaling Across Industries?
Acusensus commercially launched its Forsite Connected Safety Solution in October 2025, adapting its proven AI and sensing technology for worker protection applications. The system transforms Acusensus’ capabilities from enforcing driver behaviour to protecting workers beside traffic.
The platform integrates roadside sensors, connected wearables and real-time analytics to provide early warning of approaching vehicle risks. This delivers vital seconds needed to avoid harm whilst generating data that helps make worksites safer over time.
Tier-1 construction firm Fulton Hogan anchors a national programme, connecting workers across major regions whilst validating system reliability through long-term data capture. The partnership establishes a foundation for potential scale deployment, demonstrating commercial validation through multi-year programmes.
RACV expanded Forsite into fleet and roadside assistance operations, demonstrating platform scalability beyond fixed worksites into mobile service applications. This expansion validates the technology’s versatility across different industries and use cases.
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