I'm excited about the potential behind Australian stocks looking to go global with their growth.
Australia is a great country to do business in, but with less than 30 million people in Australia it's important to recognise there are other continents with much larger addressable markets to target.
I'm excited about the potential of the following Australian stocks. I expect both will be positions in my portfolio this year – I'm already a shareholder of the hotel software business I'm about to outline.
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Sigma Healthcare Ltd (ASX: SIG)
Sigma owns three different brands in Australia – Chemist Warehouse, Amcal and Discount Drug Stores. It's also one of the largest wholesalers in Australia. It also has Chemist Warehouse locations in New Zealand, Ireland, Dubai and China. I'm hopeful the business can expand to other international locations in the coming years.
The core Australian Chemist Warehouse (CW) business is performing strongly, with CW-branded store sales up 17.2% in the FY26 half-year result. This helped Sigma's revenue climb 14.9% to $5.5 billion, with normalised operating profit (EBIT) rising 18.7% to $582.9 million, normalised net profit increasing 19.2% to $392 million.
I was particularly pleased to see that international growth accelerated, with retail network sales increasing by 24.5% year-over-year.
Comparing its international store networks between HY26 and the end of FY25, it grew its New Zealand store network by nine to a total of 70, Ireland stores grew by three to 17 and the Dubai network was flat at two. It's expecting to open 11 stores internationally in the second half of FY26.
In China, the business is focusing on profitable online sales and plans to shut the physical store network by FY29.
With increasing operating leverage, growing store networks and an ageing and growing Australian population, there are multiple earnings tailwinds overall for the Australian stock.
According to the forecast on CMC Invest, the Sigma Healthcare share price is valued at 30x FY28's estimated earnings.
Siteminder Ltd (ASX: SDR)
Siteminder is a leading ASX tech share that provides software to thousands of hotels around the world to help them with their operations and maximise their room revenue with distribution and room pricing.
The Australian stock has built its market share over the years thanks to its offering's appeal, with the current focus being on larger hotels.
One of the most pleasing things about investing in this business today is that after falling close to 60% since October 2025, its revenue has continued growing strongly.
I like how the business has a target of revenue growth of 30% and it's working hard to generate that growth from new and existing clients, partly by offering more advanced software modules.
In the FY26 half-year result, the business grew its revenue by 25.5% to $131.1 million, while the adjusted operating profit (EBITDA) more than doubled to $12.3 million.
With growing average revenue per user (ARPU), a growing list of hotel clients and rising profit margins, this Australian stock has a very exciting future ahead, in my view.
