Hansen Technologies Limited has revised its financial outlook for FY25, projecting significantly improved profitability metrics. The firm now anticipates an Underlying EBITDA margin of roughly 28% and a Cash EBITDA margin close to 24%. Compared to FY24, underlying EBITDA is expected to increase by 19–21% while Cash EBITDA should rise by 20–22%. Although there will be a modest adjustment to operating revenue guidance—with revised estimates now between A$391m and A$393m instead of the earlier A$398m to A$405m—the company still expects operating revenue growth of approximately 11% over FY24, or 5% when excluding the recent powercloud acquisition’s impact. The upgrade in profitability is attributed to improved operating efficiencies, strict cost management, and stronger-than-expected earnings from the powercloud acquisition, which returned to profitability ahead of schedule. Industry tailwinds in both the energy & utilities and communications & media sectors are underpinning rising demand for Hansen’s software solutions worldwide. Despite a portion of revenue shifting to FY26 due to project timing and customer factors, the company maintains a robust pipeline of committed business, fueling optimism for growth beyond FY25. Customer acquisitions have bolstered Hansen’s outlook further. The company secured several notable contracts, including a four-year agreement with Vattenfall in Finland valued at $5.5m, a deal with the Nordic energy retailer Å Entelios to support market expansion into Denmark, and a transformative $50m five-year agreement through the joint venture VMO2 between Telefónica and Liberty Global. Additionally, a strategic five-year contract with one of the largest US renewable energy portfolios, estimated at $16m, together with multiple smaller agreements that add over $5m in total value and boost annual recurring revenue by $1.4m, have widened the firm’s presence across Europe and marked its first deployments in Norway, Denmark, and The Netherlands. The sentiment surrounding these developments is mixed yet leans toward a bullish outlook. Positive factors include enhanced profitability margins and a diverse, expanding order book that reflects strong market confidence. Moreover, the rapid return to profitability of the acquired powercloud unit and the ongoing momentum in customer wins could drive further stock appreciation. On the bearish side, the revenue guidance adjustment due to deferred project timings introduces a level of caution, reminding investors to be mindful of potential short-term fluctuations. Overall, the strategic operational improvements and successful customer engagements are likely to be viewed favorably by the market, especially by investors seeking long-term growth prospects.