Cosol cuts costs and pivots to digital as profit slumps on weaker mining demand

Cosol Limited ( (AU:COS) ) just unveiled an update.

Cosol reported underlying EBITDA of $3.5 million on revenue of $49.6 million for the half year to 31 December 2025, with revenue down 14.1% and EBITDA down 57% amid the end of major contracts, under-utilised staff and a softer sales pipeline. The company has responded with cost cuts, leadership and sales restructuring, and a pivot in asset management services from coal towards gold and lithium producers.

Management flagged a stronger second half supported by an improved sales pipeline, a $1 million annualised cost-out program and growing digital and data-led advisory work. Key wins include rising recurring revenue from its OnPlan software and multi-year managed services deals with government, utilities and transport clients, underpinning Cosol’s push toward more stable, annuity-style earnings despite recent weakness in its traditional mining-focused business.

The most recent analyst rating on (AU:COS) stock is a Hold with a A$0.41 price target. To see the full list of analyst forecasts on Cosol Limited stock, see the AU:COS Stock Forecast page.

More about Cosol Limited

Cosol Limited is an Australian digital asset management and consulting firm focused on heavy asset industries such as mining, energy, transport and utilities. The company provides asset management services, data and digital advisory, and enterprise asset management solutions, increasingly targeting higher-margin, annuity-style revenue through software, managed services and long-term consulting contracts.

Average Trading Volume: 53,120

Technical Sentiment Signal: Sell

Current Market Cap: A$78.26M

For detailed information about COS stock, go to TipRanks’ Stock Analysis page.