Added to YB: 2025-06-24
Pitch date: 2025-06-19
ERD.AX [neutral]
EROAD Limited
Author Info
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Company Info
EROAD Limited provides electronic on-board units and software as a service to the transport industry in New Zealand, the United States, and Australia.
Market Cap
NZD 261.9M
Pitch Price
N/A
Price Target
N/A
Dividend
N/A
EV/EBITDA
9.14
P/E
191.81
EV/Sales
1.44
Sector
Electronic Equipment, Instruments and Components
Category
turnaround
Show full summary:
EROAD: From Grit to Growth – A Telematics Turnaround Worth Watching
ERD.AX (earnings update): Telematics firm showing strong turnaround - revenue +6.8% to $194.4m, ARR +6.1% to $175.1m, FCF surged to $23.6m (vs $1.3m), NPAT $1.4m. 92.5% customer retention, North America expansion offers upside. FY26 guidance: $205m revenue, 8-10% FCF yield, 11-13% ARR CAGR.
Read full article (4 min)