Trade Window Holdings Limited (TWL) Earnings Call Transcripts

Trade Window Holdings Limited's Latest Earnings Call - May 28, 2026

In the fiscal year 2026, Trade Window Holdings Limited (TWL:NZ) reported a trading revenue increase of 20% to $9.6 million, driven by strong customer engagement and operational efficiencies. The EBITDA loss narrowed by 19% to $1.2 million, while the net loss after tax improved by 26% to $2.6 million. Management maintained guidance for FY '27 revenue growth between 13% to 18%, signaling confidence in their operational strategy and market expansion, particularly in Australia, which now represents 43% of total revenue.

Reported metrics

Guidance from management

Management expects FY '27 revenue growth to be in the range of 13% to 18% and aims to be close to EBITDA breakeven, maintaining a healthy pipeline for new features and operational enhancements.

What management said

We have one question online, and the question is in regard to notifications coming out about results or updates. The best way to get results and updates is to sign up to the investor hub, and that will give you up-to-date information about what is happening in the business. And we'll also be releasing market releases from time to time on the ASX and NZX as is required by the market rules, whether price sensitive or n...

If not, I just want to thank everyone for joining today. Should you have any further questions, please ask via our investor hub, which Andrew alluded to. And we look forward to providing a further update on our first quarter trading in July, and we sincerely thank everyone who joined today -- who joined today's update. Thank you, everyone.

What analysts pressed on

Analysts expressed concerns regarding the slight decrease in customer count, down to 547, due to the rationalization of lower-value accounts. There were also questions about the potential impact of the ongoing cloud migration costs on future profitability.

Main topics on the call

• Revenue Growth — Trade Window achieved a 20% increase in trading revenue, reaching $9.6 million, up from $8 million last year. Management noted, "The momentum is clear" and highlighted that "Australia accelerated, now representing 43% of...
• Improved Profitability Metrics — The EBITDA loss narrowed by 19% to $1.2 million, reflecting both revenue growth and cost discipline. Management stated, "As revenue has grown, we've held our cost base steady," indicating effective cost management.
• Customer Retention and Growth — Customer retention improved to 89%, with a focus on higher-quality customer relationships. The management emphasized, "When we say when we win customers, they stay," showcasing the durability of their customer base.
• Geographic Revenue Diversification — Australia's revenue contribution grew significantly, now at 43% of total revenue, with a compound annual growth rate of 30% since FY '23. Management noted, "The geographic balance of this business is shifting and it's sh...

Read the full Trade Window Holdings Limited transcript (May 28, 2026) → Summary generated from the call transcript; every figure above is stated by management on the record.

Earnings Call History

EarningsCalls.dev has 5 Trade Window Holdings Limited earnings call transcripts on record, spanning November 27, 2024 to July 22, 2026. Based on this history, Trade Window Holdings Limited reports semi-annually. The most recent call on file is dated July 22, 2026. The full list is below — each row opens the complete, free-to-read transcript.

Ticker

TWL

Exchange

NZSE

Country

NZ

Sector

Information Technology

Industry

Software

Calls on record

5

First call

November 27, 2024

Most recent

July 22, 2026

Reporting cadence

semi-annually