Why are Objective Corporation shares up 20% today?

Objective Corporation has impressed investors today.

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The Objective Corporation Ltd (ASX: OCL) share price is in focus today after the software provider delivered a 15% boost in annualised recurring revenue (ARR) to $120.2 million and net profit growth of 13% for FY2025.

What did Objective Corporation report?

  • Revenue up 5% to $123.5 million
  • Adjusted EBITDA increased 5% to $46.5 million (39% margin)
  • Net profit after tax rose 13% to $35.4 million
  • Annualised recurring revenue up 15% to $120.2 million
  • R&D investment of $31.2 million (30% of software revenue)
  • Total dividends of 22 cents per share, up 29%

What else happened in FY2025?

Objective reported that 100% of software revenue was contracted under subscription, with recurring revenue representing 84% of total customer revenue. Across business lines, ARR rose in Content Solutions (up 12%), Regulatory Solutions (up 17%), and Planning & Building (up 31%).

The company invested significantly in R&D, with $15.7 million capitalised during the year. Operating cash flow was $46.3 million and cash at balance date rose 3% to $99.2 million, despite distributing $24.7 million in dividends. Objective remains debt-free and says its strong balance sheet supports future investment opportunities.

What's next for Objective Corporation?

Objective Corporation says its financial position gives it significant capacity to seek further investments that support returns for stakeholders. Management continues to prioritise R&D and digital solutions, especially for public sector clients, as a key growth driver.

The company's ongoing commitment to a subscription model and focus on digital transformation in regulated industries is expected to support recurring revenue growth in the year ahead.

Objective Corporation share price snapshot

Factoring in today's surge, Objective Corporation shares are up 81% over the past 12 months at the time of writing, far outpacing the S&P/ASX 200 Index (ASX: XJO) which has risen 12%. 

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Motley Fool contributor Laura Stewart has no position in any of the stocks mentioned. The Motley Fool Australia's parent company Motley Fool Holdings Inc. has positions in and has recommended Objective. The Motley Fool Australia has positions in and has recommended Objective. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips. This article was prepared with the assistance of Large Language Model (LLM) tools for the initial summary of the company announcement. Any content assisted by AI is subject to our robust human-in-the-loop quality control framework, involving thorough review, substantial editing, and fact-checking by our experienced writers and editors holding appropriate credentials. The Motley Fool Australia stands behind the work of our editorial team and takes ultimate responsibility for the content published by The Motley Fool Australia.

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