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Added to YB: 2025-09-15

Pitch date: 2025-09-11

IMB.AX [neutral]

Intelligent Monitoring Group Limited

+4.07%

current return

Author Info

Trident Opportunities writes about deep value and special situation investment opportunities. Sign up for the newsletter.

Company Info

Intelligent Monitoring Group Limited provides security, monitoring, and risk management services for business and individual use in Australia.

Market Cap

AUD 229.0M

Pitch Price

AUD 0.61

Price Target

N/A

Dividend

N/A

EV/EBITDA

8.68

P/E

-0.15

EV/Sales

1.72

Sector

Commercial Services and Supplies

Category

value

Show full summary:
Intelligent Monitoring Group Limited ($IMB.AX) - Finally Back on Track?

IMB.AX (update): Security monitoring co delivered clean Q4 at $38.4M adj EBITDA vs $38M+ guidance. Tax advisor issues may eliminate NOL benefits (~$7M one-off hit). Run rate ~$43M EBITDA, video guarding expansion (80→300 sites) improving margins. Trading 8.5-10x P/E despite 50% recurring rev & acquisition growth.

Read full article (10 min)