JSE-listed 4Sight Holdings has reported a sharp rise in profits for the first half of its 2026 financial year, powered by its AI solutions.
For the six months to 31 August 2025, group revenue climbed 6.8% to R578.7-million from R542-million a year earlier, while operating profit surged 35.7% to R48.3-million. Gross profit rose 15.3% to R254.1-million, lifting the gross margin to 43.9% from 40.7%.
CEO Tertius Zitzke said the growth was fuelled by a 10.4% rise in professional services and the acceleration of AI-driven automation across the group. “AIoT is emerging as a major catalyst for operationally intensive industries like mining, oil and gas, and manufacturing,” he said. (AIoT is short for “AI of things”, a play on “internet of things”.)
The standout performer was the “business environment” cluster, which grew its operating profit by a massive 264%, reflecting strong demand for data and AI solutions that merge operational and information technologies. The “channel partner” cluster lifted profitability 13.5%, while the “shared services” division achieved cost savings through automation.
The operational technology cluster saw an 11.7% dip due to cyclical pressures in the mining industry, though Zitzke said he expects a rebound in the second half. The IT cluster held steady, with future growth expected from AI-driven automation in finance and HR systems.
Despite a 10% increase in operating expenses to R205.3-million, 4Sight grew its cash balance by 11.5%. Basic earnings per share climbed 30.3%, while headline EPS rose 30.2%. Net asset value increased 14.5%, underscoring the group’s strengthening fundamentals.
Growing pipeline
Zitzke said a growing project pipeline, new international contracts and potential acquisitions will support growth in the second half. “Our 4AI strategy is delivering measurable results, both financially and operationally,” he said.
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4Sight’s shares were trading 3.9% higher at 80c each shortly after markets opened in Johannesburg on Thursday. Year to date, they have added 10% (to Wednesday’s close) and over three years, they are up by 185%. – © 2025 NewsCentral Media
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