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SiteMinder Limited
(Sydney:SDR)
SiteMinder Limited (SDR) vs. iShares MSCI Australia ETF (EWA)
SiteMinder Limited Business Overview & Revenue Model
SiteMinder Limited Financial Statement Overview
| Breakdown | TTM | Jun 2025 | Jun 2024 | Jun 2023 | Jun 2022 | Jun 2021 |
|---|---|---|---|---|---|---|
Income Statement | ||||||
| Total Revenue | 250.93M | 224.45M | 190.67M | 151.38M | 116.45M | 100.76M |
| Gross Profit | 42.54M | 49.52M | 33.44M | -24.24M | -23.16M | 60.78M |
| EBITDA | 2.55M | -21.34M | -49.00K | -25.36M | -91.90M | -106.99M |
| Net Income | -15.40M | -24.51M | -25.13M | -49.30M | -110.39M | -121.77M |
Balance Sheet | ||||||
| Total Assets | 131.98M | 128.68M | 122.66M | 127.03M | 151.66M | 174.20M |
| Cash, Cash Equivalents and Short-Term Investments | 32.08M | 33.39M | 40.21M | 51.28M | 88.72M | 30.97M |
| Total Debt | 8.57M | 9.18M | 11.31M | 12.58M | 12.63M | 14.30M |
| Total Liabilities | 72.29M | 70.95M | 57.75M | 49.92M | 44.80M | 42.90M |
| Stockholders Equity | 59.70M | 57.73M | 64.91M | 77.12M | 106.87M | 131.30M |
Cash Flow | ||||||
| Free Cash Flow | 34.00M | 22.70M | -9.80M | -39.18M | -53.37M | -14.56M |
| Operating Cash Flow | 35.31M | 23.66M | 14.46M | -14.80M | -30.46M | 2.68M |
| Investing Cash Flow | -30.78M | -26.88M | -22.13M | 39.66M | -84.87M | -16.01M |
| Financing Cash Flow | -5.87M | -4.45M | -3.14M | -1.07M | 111.42M | -2.27M |
SiteMinder Limited Technical Analysis
SiteMinder Limited Peers Comparison
Name | Overall Rating | Market Cap | P/E Ratio | ROE | Dividend Yield | Revenue Growth | EPS Growth |
|---|---|---|---|---|---|---|---|
74 Outperform | AU$2.35B | 36.55 | ― | 1.37% | -4.98% | -42.11% | |
66 Neutral | AU$293.81M | 6.05 | 9.92% | 7.57% | -14.10% | -5.99% | |
62 Neutral | AU$2.73B | 25.56 | 8.85% | 2.63% | 2.70% | -22.30% | |
61 Neutral | $37.18B | 12.37 | -10.20% | 1.83% | 8.50% | -7.62% | |
54 Neutral | AU$1.07B | 4,037.50 | 0.12% | ― | -8.73% | -99.88% | |
47 Neutral | AU$1.01B | -63.16 | -39.97% | ― | 17.65% | 3.70% | |
42 Neutral | AU$8.69M | -0.96 | ― | ― | -55.08% | 65.45% |
SiteMinder Limited Corporate Events
FIL Limited and its associated entities have disclosed that they have ceased to be a substantial holder in SiteMinder Limited as of 25 February 2026, after a series of on-market trades over 2025 and early 2026 reduced their voting interest below the substantial holding threshold. The filing details multiple disposals of SiteMinder common stock, with some smaller offsetting purchases, indicating a strategic scaling back of FIL’s investment exposure to the hotel technology group and potentially signalling a shift in institutional investor sentiment or portfolio allocation affecting SiteMinder’s share register.
FIL’s remaining exposure is spread across several investment management arms and global custodians, culminating in an aggregate holding of 13,877,897 SiteMinder shares across Australian and Singaporean entities. While the notice is largely technical in nature, the change in substantial holding status can alter the composition and influence of SiteMinder’s institutional shareholder base, which may be relevant to governance dynamics and liquidity in the company’s stock for other investors.
The most recent analyst rating on (AU:SDR) stock is a Buy with a A$7.00 price target. To see the full list of analyst forecasts on SiteMinder Limited stock, see the AU:SDR Stock Forecast page.
Australian Retirement Trust Pty Ltd, as trustee for Australian Retirement Trust, has ceased to be a substantial shareholder in SiteMinder Limited as of 25 February 2026, according to a notice filed under Australia’s Corporations Act. The filing indicates that the fund’s relevant interest in SiteMinder’s voting securities has fallen below the substantial holding threshold, with no new associates identified in relation to its holding.
The change marks a reduction in institutional ownership for SiteMinder, which may modestly affect the company’s shareholder base composition and liquidity profile. While the detailed transaction data is contained in an annexure, the notice confirms that the superannuation investor no longer holds a stake large enough to require substantial holder disclosure, signalling a completed exit or significant sell-down of its position.
The most recent analyst rating on (AU:SDR) stock is a Buy with a A$7.00 price target. To see the full list of analyst forecasts on SiteMinder Limited stock, see the AU:SDR Stock Forecast page.
SiteMinder reported strong half-year results to 31 December 2025, driven by accelerating adoption of its Smart Platform across products such as Dynamic Revenue Plus, Channels Plus and the Smart Distribution Program. Annualised recurring revenue rose nearly 30% to $280.3 million, total revenue grew 25.5% to $131.1 million and transaction revenue expanded fastest, reflecting higher product uptake and a strategic focus on larger hotel properties.
Profitability metrics improved sharply, with adjusted EBITDA more than doubling to $12.3 million, adjusted free cash flow turning positive and gross margins expanding, particularly in transaction-based services. The company also strengthened unit economics, lifting ARPU by 11.3% and its LTV/CAC ratio to 6.7x, and signalled confidence that scaling the Smart Platform can unlock substantial monetisation from its 53,000-property base while supporting sustained high-growth revenue and disciplined profitability through FY26 and beyond.
The most recent analyst rating on (AU:SDR) stock is a Hold with a A$3.50 price target. To see the full list of analyst forecasts on SiteMinder Limited stock, see the AU:SDR Stock Forecast page.
SiteMinder Limited reported a 25.5% rise in revenue to $131.1 million for the half-year ended 31 December 2025, while significantly reducing its after-tax loss to $4.8 million from $13.9 million a year earlier. The company did not declare any dividends for the period, indicating a continued focus on reinvestment and strengthening its financial position.
Despite improved earnings performance, SiteMinder’s net tangible assets turned slightly negative, at a loss of $651,000 compared with a positive $9.4 million in the prior period, reflecting the impact of intangibles and lease accounting on its balance sheet. The interim financial statements were reviewed by auditors, underscoring the formal validation of the results as the company navigates its path toward sustainable profitability.
The most recent analyst rating on (AU:SDR) stock is a Hold with a A$3.50 price target. To see the full list of analyst forecasts on SiteMinder Limited stock, see the AU:SDR Stock Forecast page.
BlackRock Group has filed a regulatory notice indicating it has ceased to be a substantial holder in SiteMinder Limited, the hotel technology provider listed under ACN 121 931 744. The change, formally lodged under Australia’s Corporations Act, signals a reduction in BlackRock’s voting power in SiteMinder and may modestly alter the company’s share register dynamics and institutional ownership profile, though no transactional details were disclosed.
The notice, signed by an authorised signatory on behalf of BlackRock Investment Management (Australia) Limited, confirms that the filing covers BlackRock Inc. and related subsidiaries named in annexures. While the document is procedural in nature, it marks a shift in SiteMinder’s major shareholder base and could be monitored by investors for implications on market liquidity and future strategic holdings in the stock.
The most recent analyst rating on (AU:SDR) stock is a Hold with a A$4.00 price target. To see the full list of analyst forecasts on SiteMinder Limited stock, see the AU:SDR Stock Forecast page.
SiteMinder Limited has updated its Securities Trading Policy, lodging the revised framework with the ASX as part of its ongoing governance arrangements. Key changes include the removal of trading blackouts linked to Appendix 3C filings, the introduction of a requirement for a second director’s consent for trades by the Company Secretary, directors and key management personnel, and procedural refinements intended to tighten oversight of securities dealings by insiders, underscoring the company’s focus on strengthened compliance and board-level control over trading conduct.
The most recent analyst rating on (AU:SDR) stock is a Buy with a A$8.40 price target. To see the full list of analyst forecasts on SiteMinder Limited stock, see the AU:SDR Stock Forecast page.
Mitsubishi UFJ Financial Group has lodged a notice that it has ceased to be a substantial holder in SiteMinder Limited, following a series of transactions involving entities it controls, including First Sentier Group Limited and Morgan Stanley. The detailed annexure shows multiple sales, purchases and securities borrowing in SiteMinder shares during October 2025, which collectively reduced Mitsubishi UFJ’s voting interest below the substantial holding threshold, potentially altering SiteMinder’s institutional shareholder base and reducing the influence of this major Japanese financial group over the company’s governance and strategic direction.
The most recent analyst rating on (AU:SDR) stock is a Hold with a A$5.00 price target. To see the full list of analyst forecasts on SiteMinder Limited stock, see the AU:SDR Stock Forecast page.
Mitsubishi UFJ Financial Group and its related entities, including First Sentier Group and various affiliated investment and asset management companies, have lodged a notice that they have ceased to be substantial shareholders in SiteMinder Limited as of 28 January 2026. The move signals an exit or significant scaling back of a previously large institutional holding in the hospitality software provider, potentially reshaping SiteMinder’s register and altering the balance of its institutional investor base, although no transaction details or consideration figures were disclosed in the filing.
The most recent analyst rating on (AU:SDR) stock is a Hold with a A$5.50 price target. To see the full list of analyst forecasts on SiteMinder Limited stock, see the AU:SDR Stock Forecast page.
SiteMinder Limited has announced the lapse of 184,740 performance rights (ASX code: SDRAO) as of 31 December 2025, after the conditions attached to those rights were not met or became incapable of being satisfied. The cessation of these securities, disclosed via an Appendix 3H filing, modestly reduces the company’s pool of potential equity-based remuneration and may slightly lessen future share dilution for existing shareholders, while signalling that certain performance hurdles under its incentive schemes were not achieved for the relevant period.
The most recent analyst rating on (AU:SDR) stock is a Hold with a A$6.50 price target. To see the full list of analyst forecasts on SiteMinder Limited stock, see the AU:SDR Stock Forecast page.
SiteMinder Limited has notified the ASX of the planned issue of 1,239,596 unquoted performance rights under its employee incentive scheme, with an issue date of 31 December 2025. The new securities, which are subject to transfer restrictions and will not be quoted on the ASX until those restrictions lapse, form part of SiteMinder’s ongoing use of equity-based remuneration to align staff incentives with shareholder interests and support talent retention in a competitive technology and travel services market.
The most recent analyst rating on (AU:SDR) stock is a Hold with a A$6.50 price target. To see the full list of analyst forecasts on SiteMinder Limited stock, see the AU:SDR Stock Forecast page.
SiteMinder Limited has notified the market of the cessation of several classes of equity-based securities as at 31 December 2025, including 19,302 performance rights that lapsed because conditions were not met, and a combined total of over 500,000 options that either expired unexercised or ceased for other reasons. The adjustment reflects a reduction in the company’s potential future share dilution from these instruments and clarifies its issued capital structure for investors following the lapse and expiry of these rights and options.
The most recent analyst rating on (AU:SDR) stock is a Hold with a A$6.50 price target. To see the full list of analyst forecasts on SiteMinder Limited stock, see the AU:SDR Stock Forecast page.
SiteMinder Limited has disclosed a change in managing director and CEO Sankar Narayan’s interests in the company’s securities, with the grant of 209,039 performance rights under its long-term incentive plan. The new performance rights, priced using a volume-weighted average price of $6.75 per share and tied to the executive’s maximum FY2026 long-term incentive opportunity, further align Narayan’s remuneration with shareholder outcomes and signal ongoing use of equity-based incentives in the company’s executive compensation structure.
The most recent analyst rating on (AU:SDR) stock is a Hold with a A$6.50 price target. To see the full list of analyst forecasts on SiteMinder Limited stock, see the AU:SDR Stock Forecast page.
SiteMinder Limited has issued 299,686 unquoted performance rights under its employee incentive scheme, effective 16 December 2025. The new securities, which are subject to transfer restrictions and will not be quoted on the ASX until those restrictions end, underscore the company’s continued use of equity-based remuneration to retain and motivate staff, aligning employee incentives with shareholder interests and the company’s long-term performance.
The most recent analyst rating on (AU:SDR) stock is a Hold with a A$6.50 price target. To see the full list of analyst forecasts on SiteMinder Limited stock, see the AU:SDR Stock Forecast page.
SiteMinder Limited has issued 457,816 fully paid ordinary shares to its Employee Share Trust, as per the Corporations Act requirements. This move reflects the company’s ongoing compliance with regulatory standards and its commitment to employee engagement, potentially enhancing its operational efficiency and market positioning.
The most recent analyst rating on (AU:SDR) stock is a Hold with a A$6.50 price target. To see the full list of analyst forecasts on SiteMinder Limited stock, see the AU:SDR Stock Forecast page.
SiteMinder Limited has announced the issuance of 457,816 ordinary fully paid shares to Solium Nominees (AUS) Pty Ltd, the trustee of SiteMinder’s Employee Share Trust. This move is designed to facilitate the distribution of shares to management and employees upon the exercise of their options and performance rights, potentially impacting employee motivation and retention positively.
The most recent analyst rating on (AU:SDR) stock is a Hold with a A$6.50 price target. To see the full list of analyst forecasts on SiteMinder Limited stock, see the AU:SDR Stock Forecast page.
SiteMinder Limited has announced the appointment of Samantha Lawson as a new director, effective December 1, 2025. This appointment is part of the company’s strategic efforts to strengthen its leadership team, although Lawson currently holds no securities or interests in the company. This move could potentially impact SiteMinder’s governance and strategic direction, aligning with its goals to enhance its market position in the hospitality technology sector.
The most recent analyst rating on (AU:SDR) stock is a Hold with a A$6.50 price target. To see the full list of analyst forecasts on SiteMinder Limited stock, see the AU:SDR Stock Forecast page.
SiteMinder Limited has appointed Samantha Lawson as an independent non-executive director of its Board, effective December 1, 2025. With a strong background in AI and digital strategy, Lawson’s expertise is expected to significantly contribute to SiteMinder’s Smart Platform strategy, enhancing the company’s offerings in data-driven revenue solutions for hoteliers.
The most recent analyst rating on (AU:SDR) stock is a Hold with a A$6.50 price target. To see the full list of analyst forecasts on SiteMinder Limited stock, see the AU:SDR Stock Forecast page.