Pureprofile Ltd (ASX:PPL) is a data analytics and consumer insights company underpinned by proprietary technology, servicing business decision makers in brands and media companies as well as market researchers. Pureprofile has reported H1 FY26 (unaudited) revenue of $33.3m and EBITDA of $3.8m, both respectively up 14% on the previous corresponding period (pcp). Rest of World (RoW) grew revenue by 30% in the half to $16.8m and surpassed the contribution from Australia and New Zealand (ANZ) for the first time. Platform revenue, which is reported in both ANZ and RoW, increased 54% to $9.4m for the half. Pureprofile upgraded its FY26 guidance to revenue in the range of $64m to $65m (previously $63m to $64m) and an EBITDA margin of 10% to 11% (unchanged). In absolute terms, the EBITDA guidance range is now $6.4m to $7.15m (previously $6.3m to $7.04m). We have upgraded our FY26 forecasts to reflect the better-than-forecast H1 revenue and EBITDA and the new guidance range. We now forecast revenue of $65m and EBITDA of $7.15m for FY26. Our DCF valuation remains unchanged at $0.11/share which implies 107% potential capital upside on the current price.
