macro

Shaw Sees Gentrack Growth Outlook for FY27 Strengthened

Shaw & Partners keeps a buy rating on Gentrack, citing better competitive traction and early signs of recovery ahead of FY27, per Market Talk.

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what happened

Analyst Jules Cooper at Shaw & Partners remains positive on Gentrack's growth outlook for FY27. He sees improving competitive traction for the g2 billing product. Last month the company said Momentum Energy had contracted it to support more than 200,000 residential and business meter points across Australia.

Shaw also points to the chance to move existing customers onto the next-generation platform and the potential upside from the investment in Amber Electric. “With FY26 earnings impacted by delayed contract awards and underutilized delivery resources, we see these developments as early evidence of a recovery in implementation activity and improving operating leverage into FY27,” Shaw says. The firm keeps its buy call.

why it matters

For investors, this suggests that the implementation slowdown seen in FY26 may be easing as new contracts and customer migrations come through. It is still one analyst's view, not a guarantee of results or a market consensus.

tags

instruments

Gentrack

sources

  1. Gentrack Bull Confident in FY27 Growth Outlook — Market Talk, 26 October 2026 at 22:18 UTC

prepared by the newsmetry newsroom with ai assistance from the sources listed below. not investment advice.

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