How Is IMG Driving 24% Growth with AI and Acquisitions?
Intelligent Monitoring Group (IMG) reported robust FY25 results with $38.4m EBITDA and an 8.2% earnings rise, while projecting up to 24% EBITDA growth in FY26 fueled by AI innovations and key acquisitions.
- FY25 Group EBITDA of $38.4 million with 8.2% underlying earnings growth
- Acquisitions of DVL, Kobe, Western Advance, and BNP Securities expand commercial security footprint
- Launch of AI-driven ADT Guard perimeter security solution
- FY26 EBITDA guidance of $43-47 million, representing 12-24% growth
- Review underway of ADT Care NZ business amid 3G network phase-out
Strong FY25 Performance Sets Stage for Growth
Intelligent Monitoring Group (IMG) has delivered a solid financial performance for the fiscal year 2025, reporting a Group EBITDA of $38.4 million and an underlying earnings growth of 8.2%. This marks the first full year since the acquisition of ADT, which has significantly bolstered IMG’s commercial security business. The company’s stable recurring revenue base, approximately $8.1 million per month, underpins its financial resilience.
Strategic acquisitions played a pivotal role in IMG’s growth story. During FY25, the company acquired DVL and Kobe, enhancing its commercial security capabilities. Post-period, IMG further expanded by acquiring Western Advance, specializing in the Oil & Gas sector, and BNP Securities, which is expected to accelerate the rollout of the AI-powered ADT Guard solution.
Innovating with AI and Expanding Market Reach
IMG is positioning itself at the forefront of the electronic security market by launching ADT Guard, an AI-driven perimeter security system that offers 24/7 threat verification and direct police response. This innovation aligns with the company’s strategy to leverage advanced monitoring technologies and AI-powered video analytics, setting it apart in a market estimated at A$2.3 billion for electronic security and A$9 billion overall.
The company’s extensive national coverage across Australia and New Zealand, combined with its ISO and ASIAL certifications, reinforces its reputation for trusted, high-quality security services. With over 210,000 customers and a workforce of more than 600 employees, IMG’s scale and technological edge provide a competitive advantage in an under-penetrated market.
Outlook and Strategic Considerations for FY26
Looking ahead, IMG projects an underlying EBITDA between $43 million and $47 million for FY26, representing growth of 12-24% over FY25. This forecast depends on the timely delivery of a $45.5 million revenue pipeline, primarily from commercial and enterprise customers, and decisions regarding reinvestment in the ADT Guard opportunity.
However, the company is also reviewing its ADT Care NZ business in light of the 3G network phase-out, which introduces some uncertainty. The outcome of this review will be a key development to watch, as it could impact capital expenditure and operational focus.
Overall, IMG’s blend of strategic acquisitions, technological innovation, and broad market reach positions it well to capitalize on growth opportunities in the evolving security landscape.
Bottom Line?
IMG’s FY26 growth hinges on AI security rollout and the outcome of its NZ business review, signaling a pivotal year ahead.
Questions in the middle?
- What strategic decisions will IMG make regarding the future of ADT Care NZ amid 3G network shutdown?
- How quickly can IMG scale the AI-powered ADT Guard solution to capture market share?
- What impact will the recent acquisitions have on IMG’s profitability and integration costs in FY26?
