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Transense Technologies PLC 📰 1

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Today's Catalysts (TRT) 1
TRT 06:01
Transense Technologies PLC
Interim Results
Open AI Digest
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Transense Technologies PLC, a UK-based provider of specialist sensing solutions and measurement systems, released its unaudited interim results for the six months ended 31 December 2025. Here’s a summary of the key points
### **Financial Performance**
**Revenue Growth**The core trading divisions, SAWsense and Translogik, delivered solid revenue growth of 39% to £1.25 million (H1 FY25: £0.90 million). However, total revenue decreased by 8% to £2.26 million due to a 35% reduction in Bridgestone iTrack royalty income to £1.01 million.
**Profitability**The company reported a small profit before tax, slightly <mark style="background-color:yellow">above</mark> break-even, despite the reduction in royalty income. Gross margin was maintained at 90%.
**Cash Position**Transense remained cash generative, with cash flow from operations of £0.41 million. Available cash at 31 December 2025 was £1.33 million, increasing to £1.77 million by 31 January 2026 after receiving quarterly royalties.
### **Business Segments**
**SAWsense**Revenue increased by 74% to £0.66 million, driven by growth across all target sectors (aerospace, motorsport, electric motors, and industrial machinery/robotics). The order book grew to £0.55 million, and the company has 23 live projects with 17 contracted customers.
**Translogik**Revenue grew by 13% to £0.59 million, with a focus on expanding into new markets and product development. The company launched its TLGi smart inflation product and is in advanced negotiations for three reseller partnerships.
### **Strategic Progress**
**Investment in Production**Transense is investing £2.8 million in a pilot production line and next-generation components to support high-volume production, particularly for SAWsense.
**Pipeline Expansion**Both SAWsense and Translogik have seen their pipelines expand in scale and quality, with a strong desire from customers to adopt Transense’s products.
### **Challenges**
**Lead Times**Adoption and ramp-up of new Translogik customers have taken longer than expected, impacting short-term trading outlook.
**Currency Headwinds**Adverse currency movements affected the reduced Bridgestone iTrack royalty income.
### **Outlook**
The company remains confident in its strategy and pipeline, emphasizing execution as the key to success. The board believes the company is well-funded and expects cash generation to improve as orders build.
### **Investor Presentation**
An investor presentation was held on 17 February 2026, hosted by Executive Chairman Nigel Rogers, Managing Director Ryan Maughan, and Chief Financial Officer Melvyn Segal.
### **Key Metrics**
Revenue (excluding royalties)£1.25 million (up 39%)
Total revenue£2.26 million (down 8%)
Profit before taxSlightly above break-even
Cash flow from operations£0.41 million
Available cash£1.33 million (as of 31 December 2025)
Transense Technologies continues to focus on scaling its core businesses while navigating challenges related to customer adoption and external factors like currency fluctuations. The company remains optimistic about its long-term growth prospects.
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Results 1
TRT 06:01
Transense Technologies PLC
Interim Results
Open AI Digest
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Transense Technologies PLC, a UK-based provider of specialist sensing solutions and measurement systems, released its unaudited interim results for the six months ended 31 December 2025. Here’s a summary of the key points
### **Financial Performance**
**Revenue Growth**The core trading divisions, SAWsense and Translogik, delivered solid revenue growth of 39% to £1.25 million (H1 FY25: £0.90 million). However, total revenue decreased by 8% to £2.26 million due to a 35% reduction in Bridgestone iTrack royalty income to £1.01 million.
**Profitability**The company reported a small profit before tax, slightly <mark style="background-color:yellow">above</mark> break-even, despite the reduction in royalty income. Gross margin was maintained at 90%.
**Cash Position**Transense remained cash generative, with cash flow from operations of £0.41 million. Available cash at 31 December 2025 was £1.33 million, increasing to £1.77 million by 31 January 2026 after receiving quarterly royalties.
### **Business Segments**
**SAWsense**Revenue increased by 74% to £0.66 million, driven by growth across all target sectors (aerospace, motorsport, electric motors, and industrial machinery/robotics). The order book grew to £0.55 million, and the company has 23 live projects with 17 contracted customers.
**Translogik**Revenue grew by 13% to £0.59 million, with a focus on expanding into new markets and product development. The company launched its TLGi smart inflation product and is in advanced negotiations for three reseller partnerships.
### **Strategic Progress**
**Investment in Production**Transense is investing £2.8 million in a pilot production line and next-generation components to support high-volume production, particularly for SAWsense.
**Pipeline Expansion**Both SAWsense and Translogik have seen their pipelines expand in scale and quality, with a strong desire from customers to adopt Transense’s products.
### **Challenges**
**Lead Times**Adoption and ramp-up of new Translogik customers have taken longer than expected, impacting short-term trading outlook.
**Currency Headwinds**Adverse currency movements affected the reduced Bridgestone iTrack royalty income.
### **Outlook**
The company remains confident in its strategy and pipeline, emphasizing execution as the key to success. The board believes the company is well-funded and expects cash generation to improve as orders build.
### **Investor Presentation**
An investor presentation was held on 17 February 2026, hosted by Executive Chairman Nigel Rogers, Managing Director Ryan Maughan, and Chief Financial Officer Melvyn Segal.
### **Key Metrics**
Revenue (excluding royalties)£1.25 million (up 39%)
Total revenue£2.26 million (down 8%)
Profit before taxSlightly above break-even
Cash flow from operations£0.41 million
Available cash£1.33 million (as of 31 December 2025)
Transense Technologies continues to focus on scaling its core businesses while navigating challenges related to customer adoption and external factors like currency fluctuations. The company remains optimistic about its long-term growth prospects.
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TR1 3
TRT 09:23
Transense Technologies PLC
Holding(s) in Company
Open AI Digest
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TR1 Buy
TRT 15:50
Transense Technologies PLC
Holding(s) in Company
Open AI Digest
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TR1 Buy
TRT 11:37
Transense Technologies PLC
Holding(s) in Company
Open AI Digest
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TR1 Buy
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Updates 1
TRT 06:01
Transense Technologies PLC
Trading update and notice of interim results
Open AI Digest
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**Summary**
Transense Technologies PLC (AIMTRT) released a trading update for the six months ended 31 December 2025 and provided an outlook for the full financial year ending 30 June 2026 (FY26). The company reported that while both core divisions, SAWsense and Translogik, continue to grow revenues, the pace is below market expectations due to delays in customer onboarding and a 10% reduction in expected royalty income from Bridgestone iTrack.
**Key Points**
1. **Financial Performance**
Group revenue for FY26 is expected to be not less than £5.2m, including £2.0m in royalty income.
Composite revenue growth from SAWsense and Translogik is projected at not less than 30% for FY26.
Profitability for FY26 is expected to be materially below market expectations due to lower-than-anticipated revenues.
The company was profitable and cash generative in the first half, with a cash balance of £1.33m at 31 December 2025.
2. **Division Performance**
**SAWsense** Revenue growth exceeded 70% in the first half, driven by new and existing customers. However, new customer onboarding is slow due to technical, commercial, and budgetary considerations, exacerbated by geopolitical and economic uncertainties.
**Translogik** Revenue grew by 13% in the first half, despite subdued demand from major tyre producers. A strong pipeline of new business is expected to drive step increases in revenue in coming months.
3. **Royalty Income**
Bridgestone iTrack royalty income in the first half was 35% below the prior year, reflecting lower unit rates and slightly slower volume growth.
4. **Management Commentary**
Executive Chairman Nigel Rogers expressed disappointment with the slowdown in new business conversion but remains confident in the long-term growth prospects of both divisions.
5. **Interim Results and Investor Presentation:**
Interim results will be announced on 17 February 2026, followed by a live investor presentation at 4pm GMT via Investor Meet Company.
**Conclusion**
Transense Technologies faces short-term challenges due to slower-than-expected customer onboarding and reduced royalty income, leading to lower profitability forecasts for FY26. However, management remains optimistic about the growth potential of SAWsense and Translogik, supported by strong pipelines and strategic partnerships.
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All Market News (Last 30 Days) 5
TRT 06:01
Transense Technologies PLC
Interim Results
Open AI Digest
Return to today’s catalyst cards, chart beacons and AI charts.
Transense Technologies PLC, a UK-based provider of specialist sensing solutions and measurement systems, released its unaudited interim results for the six months ended 31 December 2025. Here’s a summary of the key points
### **Financial Performance**
**Revenue Growth**The core trading divisions, SAWsense and Translogik, delivered solid revenue growth of 39% to £1.25 million (H1 FY25: £0.90 million). However, total revenue decreased by 8% to £2.26 million due to a 35% reduction in Bridgestone iTrack royalty income to £1.01 million.
**Profitability**The company reported a small profit before tax, slightly <mark style="background-color:yellow">above</mark> break-even, despite the reduction in royalty income. Gross margin was maintained at 90%.
**Cash Position**Transense remained cash generative, with cash flow from operations of £0.41 million. Available cash at 31 December 2025 was £1.33 million, increasing to £1.77 million by 31 January 2026 after receiving quarterly royalties.
### **Business Segments**
**SAWsense**Revenue increased by 74% to £0.66 million, driven by growth across all target sectors (aerospace, motorsport, electric motors, and industrial machinery/robotics). The order book grew to £0.55 million, and the company has 23 live projects with 17 contracted customers.
**Translogik**Revenue grew by 13% to £0.59 million, with a focus on expanding into new markets and product development. The company launched its TLGi smart inflation product and is in advanced negotiations for three reseller partnerships.
### **Strategic Progress**
**Investment in Production**Transense is investing £2.8 million in a pilot production line and next-generation components to support high-volume production, particularly for SAWsense.
**Pipeline Expansion**Both SAWsense and Translogik have seen their pipelines expand in scale and quality, with a strong desire from customers to adopt Transense’s products.
### **Challenges**
**Lead Times**Adoption and ramp-up of new Translogik customers have taken longer than expected, impacting short-term trading outlook.
**Currency Headwinds**Adverse currency movements affected the reduced Bridgestone iTrack royalty income.
### **Outlook**
The company remains confident in its strategy and pipeline, emphasizing execution as the key to success. The board believes the company is well-funded and expects cash generation to improve as orders build.
### **Investor Presentation**
An investor presentation was held on 17 February 2026, hosted by Executive Chairman Nigel Rogers, Managing Director Ryan Maughan, and Chief Financial Officer Melvyn Segal.
### **Key Metrics**
Revenue (excluding royalties)£1.25 million (up 39%)
Total revenue£2.26 million (down 8%)
Profit before taxSlightly above break-even
Cash flow from operations£0.41 million
Available cash£1.33 million (as of 31 December 2025)
Transense Technologies continues to focus on scaling its core businesses while navigating challenges related to customer adoption and external factors like currency fluctuations. The company remains optimistic about its long-term growth prospects.
TRT 09:23
Transense Technologies PLC
Holding(s) in Company
Open AI Digest
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TR1 Buy
TRT 15:50
Transense Technologies PLC
Holding(s) in Company
Open AI Digest
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TR1 Buy
TRT 11:37
Transense Technologies PLC
Holding(s) in Company
Open AI Digest
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TR1 Buy
TRT 06:01
Transense Technologies PLC
Trading update and notice of interim results
Open AI Digest
Return to today’s catalyst cards, chart beacons and AI charts.
**Summary**
Transense Technologies PLC (AIMTRT) released a trading update for the six months ended 31 December 2025 and provided an outlook for the full financial year ending 30 June 2026 (FY26). The company reported that while both core divisions, SAWsense and Translogik, continue to grow revenues, the pace is below market expectations due to delays in customer onboarding and a 10% reduction in expected royalty income from Bridgestone iTrack.
**Key Points**
1. **Financial Performance**
Group revenue for FY26 is expected to be not less than £5.2m, including £2.0m in royalty income.
Composite revenue growth from SAWsense and Translogik is projected at not less than 30% for FY26.
Profitability for FY26 is expected to be materially below market expectations due to lower-than-anticipated revenues.
The company was profitable and cash generative in the first half, with a cash balance of £1.33m at 31 December 2025.
2. **Division Performance**
**SAWsense** Revenue growth exceeded 70% in the first half, driven by new and existing customers. However, new customer onboarding is slow due to technical, commercial, and budgetary considerations, exacerbated by geopolitical and economic uncertainties.
**Translogik** Revenue grew by 13% in the first half, despite subdued demand from major tyre producers. A strong pipeline of new business is expected to drive step increases in revenue in coming months.
3. **Royalty Income**
Bridgestone iTrack royalty income in the first half was 35% below the prior year, reflecting lower unit rates and slightly slower volume growth.
4. **Management Commentary**
Executive Chairman Nigel Rogers expressed disappointment with the slowdown in new business conversion but remains confident in the long-term growth prospects of both divisions.
5. **Interim Results and Investor Presentation:**
Interim results will be announced on 17 February 2026, followed by a live investor presentation at 4pm GMT via Investor Meet Company.
**Conclusion**
Transense Technologies faces short-term challenges due to slower-than-expected customer onboarding and reduced royalty income, leading to lower profitability forecasts for FY26. However, management remains optimistic about the growth potential of SAWsense and Translogik, supported by strong pipelines and strategic partnerships.

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Fundamentals Matrix

Overall Fundamentals
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Target Setup
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Market Profile
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Market Cap
9664609
Enterprise Value
13594772
Public Float
79.05
Broker Target
251
Shares Out
15219856
Long Interest
100
Short Interest
-
Exchange
LSE
Currency Code
GBX
ISIN
GB00BDHDTH21
Market
LSE - AIM
Sector
Industrial Goods and Services
Float / Shares Ratio
-
Short vs Long Delta
-
EV / Market Cap
-

Financials Matrix

Overall Stability
Signal: Pending
Profitability
Signal: Pending
Debt & Cash
Signal: Pending
Valuation Risk
Signal: Pending
Forward Expectation
Signal: Pending
Dividend Safety
Signal: Pending
Divi Rate
-
Ex Divi
2009-01-01
Earnings Date
2026-02-16
Net Debt
-771000.0
Cash
1138000.0
EPS
0.05
Net Income
1408000.0
Revenue
5550000.0
Enterprise Value
13594772
Trailing PE
12.7
Forward PE
7.2993
Price Sales TTM
1.8055
Price Book MRQ
1.3451
EV Revenue
1.8549
EV EBITDA
6.5996

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Target Conviction
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Director + TR1 flow
Last Held Position
-
Public Hands
-
Institutions
33.523
Institutions As Of
2026-02-09
Avg Broker Target
-
Upside Vs Price
-
Purchase Director Dealing
11
Sale Director Dealing
0
Purchase TR1
6
Sale TR1
5
Broker Coverage Rows
0
Institution Holders Tracked
4
Public Vs Institutional Ownership (3D)
Top Institution Holders (Latest Per Holder)
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