Pureprofile Ltd (ASX:PPL) is a data analytics and consumer insights company underpinned by proprietary technology, servicing business decision makers in brands and media companies as well as market researchers. In its annual general meeting presentation, Pureprofile announced its Q1 FY26 results which included a 15% increase in revenue to $16.1m, driven by a 34% increase in Rest of World (RoW) revenue to $8.1m, and EBITDA of $1.9m, up 15% on the previous corresponding period (pcp). The EBITDA margin was maintained at 12%, relative to the margin in Q1 FY25. For the first time RoW delivered more than 50% of revenue. Revenue from Australia/New Zealand (ANZ) was up just 1% on the pcp. Platform revenue which is generated across both ANZ and RoW increased 45% to $4.1m. Pureprofile also provided guidance for FY26 in which it expects revenue in the range of $63m to $64m and an EBITDA margin of 10% to 11%. We have trimmed our revenue forecasts by $1m, predominantly ANZ, to bring them back to be in line with the company’s revenue guidance range. Our FY26 EBITDA forecast remains unchanged at $6.4m (10% margin). Our DCF valuation is now $0.11/share (previously $0.12/share) which implies 129% potential capital upside.
