Pureprofile's Global Revenue Milestone Survives a Harsh Sell-Off
A genuine geographic milestone and strong platform revenue growth were briefly overshadowed by a harsh sell-off, before the stock recovered once the market caught up with the results.
31 Jul 2026 · 3 min read
In short
Pureprofile's Rest of World business overtook ANZ as its largest geographic revenue contributor for the first time, with platform revenue surging 54% to $9.4 million and a five-year Rest of World revenue CAGR of 38%.
The stock was harshly sold down despite reaffirmed FY26 guidance, before recovering 32% once the market caught up with a full-year result showing 14% revenue growth to $65 million and 25% EBITDA growth to $6.5 million.
Excluding forex movements, EBITDA growth would have been 41% rather than 25%, with DMX Asset Management describing the business as growing strongly, now profitable, and very attractively priced.
Pureprofile delivered a genuine milestone as its Rest of World business overtook Australia and New Zealand as the largest geographic revenue contributor for the first time, with platform revenue surging 54 percent and EBITDA growing strongly, before the stock was harshly sold down despite confirmed guidance, then recovered 32 percent once the market caught up with the full-year result.
A geographic milestone and strong FY26 guidance
DMX Asset Management said Pureprofile delivered a milestone result, with its Rest of World revenue surpassing ANZ's revenue for the first time, having grown 34 percent to $8.1 million for the quarter, with Rest of World revenue now carrying a five-year compound annual growth rate of 38 percent on the back of organic expansion in Europe, the US and Asia, alongside FY26 guidance of $63 million to $64 million in revenue and an EBITDA margin of 10 to 11 percent.
Pureprofile delivered a milestone result – its Rest of World (ROW – ex-ANZ) revenue surpassed ANZ's revenue for the first time, having grown 34% to $8.1m for the quarter. PPL's ROW revenue now has a five-year CAGR of 38% on the back of organic expansion in Europe, USA and Asia.
— DMX Asset Management, Monthly Report, October 2025
Strong first-half results confirm the trajectory
DMX Asset Management said Pureprofile delivered robust double-digit revenue growth of 14 percent for the first half of FY26, with the Rest of World business overtaking ANZ as its largest geographic revenue contributor for the first time, and following June's launch of a new AI-enabled self-service solution, higher margin platform revenues grew 54 percent to $9.4 million. Tamim Funds Management said Pureprofile reported record revenue of $33.3 million, up 14 percent, and EBITDA of $3.8 million, up 14 percent, with an EBITDA margin around 11 percent, Rest of World revenue growing 30 percent and now slightly exceeding ANZ, platform revenue surging 54 percent to $9.4 million, and recurring annuity revenue reaching $14.1 million, with management upgrading full-year revenue guidance to $64 million to $65 million.
Pureprofile reported a strong H1 FY26: record revenue of $33.3m (up 14%) and EBITDA of $3.8m (up 14%), with EBITDA margin around 11%. Rest-of-world revenue grew 30% and now slightly exceeds ANZ; platform revenue surged 54% to $9.4m.
— Tamim Funds Management, Monthly Report, January 2026
A harsh sell-off despite reaffirmed guidance
DMX Asset Management said Pureprofile fell 9 percent despite reporting a strong quarterly result and reaffirming its full-year revenue and EBITDA guidance, describing the business as growing strongly, now profitable, and very attractively priced. Tamim Funds Management said Pureprofile's strong third-quarter FY26 business update showed group revenue reaching approximately $14.8 million, up 17 percent, with balanced contributions from ANZ and Rest of World markets, platform revenue doubling, EBITDA surging 67 percent to $1.0 million, and its CRNRSTONE acquisition contributing positively.
A 32% recovery once the market catches up
DMX Asset Management said Pureprofile recovered 32 percent after confirming its full-year guidance, having been harshly sold down in recent months, reporting a 14 percent increase in FY26 revenue to $65 million and a 25 percent increase in EBITDA to $6.5 million, which would otherwise have been a 41 percent increase excluding forex movements, with Rest of World revenue of $31.6 million up 20 percent on FY25.
Pure Profile recovered 32% after confirming its full year guidance, having been harshly sold down in recent months. Pureprofile reported a 14% increase in FY26 revenue to $65m and a 25% increase in EBITDA to $6.5m (which would otherwise have been a 41% increase if excluding forex movements).
— DMX Asset Management, Monthly Report, July 2026
What fund managers say they are watching next is continued Rest of World revenue growth outpacing ANZ, delivery of the CRNRSTONE acquisition's contribution, whether platform revenue growth continues its rapid trajectory, and whether the stock's valuation catches up given the view it remains very attractively priced despite the recovery.
Questions
What milestone did Pureprofile achieve in its Rest of World business?
Pureprofile's Rest of World revenue surpassed ANZ's revenue for the first time, growing on a five-year compound annual growth rate of 38% through organic expansion in Europe, the US and Asia.
Why did Pureprofile's share price fall despite strong results?
Pureprofile fell 9% even after reporting a strong quarterly result and reaffirming full-year guidance, before recovering 32% once the market caught up with the confirmed full-year revenue and EBITDA figures.
How did foreign exchange movements affect Pureprofile's reported EBITDA growth?
Pureprofile's reported EBITDA growth of 25% would otherwise have been 41% excluding forex movements, according to DMX Asset Management.
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