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Montserrat

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MST Access has published its latest report, highlighting the rapid growth of the Generative AI (GenAI) market in Australia and Decidr's pivotal role in this expansion. With its strategic aim of capturing significant market share, Decidr is positioned to support robust ARR growth. View the full report here.

LV1's Decidr platform moves beyond pre-revenue stage

New major partnerships aid proof of concept, adding credibility

Option conversions provide funding to support growth strategy

Major partnerships aid proof of concept and add credibility

Decidr has secured multiple contracts with customers across various sectors including retail, debt recovery, childcare, FMCG, media, finance and healthcare, all of which have contributed to first revenue being generated by its AI platform. Broad application across industries highlights Decidr's large and increasing addressable market.

Decidr has recently announced strategic partnerships with CareerOne and Elmo Software to offer both B2B and B2C AI capabilities. In both cases, Decidr is helping provide AI capabilities for HR related processes, including AI powered job roles.

Through recent option conversions LV1 raised $6.7m, taking the current cash balance to just over $7.0m as at the start of the month and providing >12 months funding runway at current approximate burn rates.

GenAI is transforming business: The 2022 release of OpenAI’s ChatGPT introduced large language models (LLMs) to the public and the business community, starting a revolution in how technology generates productivity gains for workflows. As one of the few listed companies focused on rolling out a leading GenAI platform, LV1 offers unique exposure to this growth wave.

The GenAI assistant and intelligent workflow market is still in its infancy and estimated at ~US$2bn in 2024 but is growing rapidly at a CAGR of ~80%. As a first mover in the sector targeting SMEs, Decidr obtains a significant tailwind from this market growth as it aims to grab significant market share to support ARR growth.

As businesses use AI-based applications and tools to automate routine workflows and gain an edge from data-driven insights, we expect Decidr will generate significant customer and ARR growth (A$100m in FY31), which should drive its valuation significantly higher particularly given recent realised market multiples (median >25x EV/Revenue).

We value LV1 based on a discounted cashflow (DCF) model. Our valuation of A$1.10/share is supported by Decidr’s strong product offering, which we believe will drive customer growth and ARR leading to attractive returns. We also provide an alternative upside scenario leading to a share price of A$2.46.

Key risks include competition, future access to funding to support Decidr's development and rollout, as well as management’s execution of growth plans.

Blog: Decidr’s major partnerships accelerate market position