These 2 ASX growth shares are ideal for Australians

These are fast-growing businesses with big plans.

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Key points

  • ASX growth shares like TechnologyOne Ltd and Pro Medicus Ltd offer substantial long-term growth potential, with TechnologyOne targeting a 15% revenue growth rate and Pro Medicus maintaining a 74% EBIT margin.
  • Both companies prioritize innovation with TechnologyOne investing heavily in R&D for software development and Pro Medicus expanding into new technologies like AI to maintain competitive advantages.
  • Despite recent share price declines, both companies present intriguing investment opportunities due to their strong recurring revenue bases, exceptional customer retention, and potential for significant profit margin expansion.

ASX growth shares are often some of the best investments to own for the long-term because of how rapidly they can compound their earnings higher.

Over time, great businesses are able to impress investors as they deliver on their incredible potential.

Of course, the best companies don't trade on cheap valuations. Their price/earnings (P/E) ratios may be relatively higher than plenty of other businesses on the ASX, but their growth potential is certainly strong for the long-term (such as five years).

TechnologyOne Ltd (ASX: TNE)

This business describes itself as Australia's largest enterprise software company, with locations across six countries. It provides a global software as a service (SaaS) enterprise resource planning (ERP) solution that "transforms business".

The ASX growth share's customers include more than 1,300 leading corporations, government agencies, local councils and universities.

The business has extremely loyal subscribers, with a customer churn rate of around 1% each year, which shows how much customers like the product.

It invests around a quarter of its revenue in research and development, ensuring that they have the best software available, unlocking additional revenue growth. That's largely how the business is able to target net revenue retention (NRR) of 115%, meaning it generates 15% more revenue from its existing client base.

A 15% growth rate means the ASX growth share can double in size in five years, but that can also lead to rising profit margins thanks to the operating leverage of the business. Seeing as it's a software business, it's able to target rising profit margins – in the long-term it wants to reach a profit before tax margin of at least 35% in the long-term.

I think it looks better value after dropping almost 10% from June 2025, despite its annual recurring revenue (ARR) being at its strongest level ever.

Pro Medicus Ltd (ASX: PME)

Pro Medicus describes itself as a leading healthcare informatics company that provides a full range of medical imaging software and services to hospitals, imaging centres and healthcare groups worldwide. It offers radiology information system (RIS), picture archiving and communication systems (PACS), AI and e-health solutions.

The Pro Medicus share price has dropped around 15% from July 2025, making its price/earnings (P/E) ratio seem a bit more reasonable.

This business may be the highest-quality ASX share that Australians can buy. It has a ridiculously high (underlying) operating profit (EBIT) margin of 74%, which means a significant majority of its revenue is retained as pre-tax profit.

The ASX growth share won seven new contracts totalling $520 million at a minimum in FY25, which means the business has locked significant revenue growth in the coming years, which should turn into large profit growth.

Pleasingly, it's also seeing strong levels of contract renewals and upgrades for additional products, showing how much existing clients love the product on offer.

Pro Medicus indicated that the profit margin can continue to grow as its footprint increases thanks to its highly scalable offering, no capital expenditure and a "highly contained" cost base.

The ASX growth share is also making progress with other "ologies" and AI, which could spur the next leg of growth for the company.

It's not cheap, but its net profit could rise dramatically in the next few years, which is why it looks interesting after its recent decline.

Motley Fool contributor Tristan Harrison has positions in Pro Medicus. The Motley Fool Australia's parent company Motley Fool Holdings Inc. has positions in and has recommended Technology One. The Motley Fool Australia's parent company Motley Fool Holdings Inc. has recommended Pro Medicus. The Motley Fool Australia has recommended Pro Medicus and Technology One. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

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