External broker reports(aggregated public sources), Moelis Australia Ltd

MA Moelis Australia

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External broker reports(aggregated public sources)

Moelis Australia Ltd

Equity Bottom-Up

<ul><li>Mar'23 ARR $56.2m (+15% pcp, -1% vs. Dec'22). 3Q ARR movement included:</li><li>Aviation (-$1.9m) as $0.9m of new wins (incl. Aena scope expansion &amp; new China- based customer) were offset by ~$3m churn (primarily 3 sites with the Department of Defense).</li><li>Industrial (+$1.1m) led by: waste facilities customers in the U.S. (driven by new federal “Environmental Justice” legislation) and continued growth in the mining sector.</li></ul><p><em>Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.</em></p>

Mar'23 ARR $56.2m (+15% pcp, -1% vs. Dec'22). 3Q ARR movement included:Aviation (-$1.9m) as $0.9m of new wins (incl. Aena scope expansion &amp; new China- based customer) were offset by ~$3m churn (primarily 3 sites with the Department of Defense).Industrial (+$1.1m) led by: waste facilities customers in the U.S. (driven by new federal “Environmental Justice” legislation) and continued growth in the mining sector.Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Envirosuite Limited - Mar'23 4C: ARR Broadly Flat Due to Aviation Churn

EnviroSuite

Envirosuite Limited - Mar'23 4C: ARR Broadly Flat Due to Aviation Churn