4Sight delivers a robust interim performance on sustained adoption of artificial intelligence

JSE-listed 4Sight Holdings delivered a robust interim performance on the sustained adoption of artificial intelligence. 

For the first six months of the 2026 financial year ending August 31, 2025 revenue increased by 6.8% to R578.7 million.

Operating profit increased 35.7 % to R48.3m. Gross profit increased by 15.3% from R220.4m, and gross profit margin increased to 43.9% in August 2025 compared to 40.7% in August 2024.

This financial performance delivered an increase in basic earnings per share of 30.3% to 6.754c from 5.184c, and increased headline earnings per share by 30.2% to 6.753c from 5.185c.

Tertius Zitzke, Group CEO of 4Sight Holdings, said on Thursday, “The increase is largely due to the sales mix, whereby professional services increased by 10.4% for the comparative period.”

He said AIoT – the convergence of AI and IoT to enable intelligent systems that can sense and act autonomously – is the new kid on the AI block and a powerful tailwind for AI investment, particularly in the operationally intensive mining, oil and gas, manufacturing and industrial sectors.

AIoT holds broad applications for business operations, from quality control, asset performance management and energy efficiency to autonomous operations and predictive maintenance. 

“The net effect is improved operational efficiencies, which helps lower costs and boost output,” said Zitzke. 

He said  investment in AI readiness and the development of 4Sight Automated Intelligence (4AI) solutions has positioned 4Sight as leaders. The business is well placed to benefit from the accelerated adoption of this emerging category within the broader AI ecosystem, alongside the company's established and still growing agentic AI and co-pilot solutions.

Operating profit within the Business Environment (BE) cluster grew a staggering 264% over the first six months of FY26 compared to the same period last year.

“The BE cluster, which handles data and AI work, drives the intelligent convergence of Operational Technology (OT) and Information Technology (IT), creating a cohesive data landscape that transforms business insight from hindsight to foresight,” said Zitzke. “This performance validates our focus on scalable, IP-led innovation.”

“The exponential increase in profitability within this division reflects the strategic pivot toward high-value, AI-driven systems and solutions.”

Performance across other clusters remained strong, with profitability in the Channel Partner (CP) cluster increasing 13.5%, despite headwinds from a weaker US dollar. 

The Shared Services cluster achieved notable cost savings by consolidating positions and automating routine work, demonstrating the internal application of 4Sight’s 4AI automation strategy.  

The IT cluster remained stable, while the OT cluster experienced a temporary profit contraction of R2 million (-11.7%) due to cyclical pressures in the mining sector.

“We expect a strong sector recovery on the back of stronger mineral prices and company pivots to oil and gas, with expansion into Africa and globally for the OT cluster in FY26 H2,” said Zitzke.  

The IT cluster is expected to see future growth from automation in financial and people management systems, with AI agents and co-pilots automating significant portions of these sectors.  

Eric van der Merwe, the Group chief financial officer of 4Sight Holdings, said, “While the Group’s total operating expenses for the period increased to R205.3 million (2024: R186.7 million), resulting in an increase of 10% compared to the first six months of the previous reporting period, 4Sight increased its cash balance by 11.5 %.”

4Sight said with only R7 million used from the company’s R20 million AI innovation war chest, continued investment into AI solution development will also support continued growth in the second half of the financial year. The products and solutions developed to date have already delivered a 100% return on investment from a revenue perspective, it said. 

4Sight's share price was 3.90% lower at 74c on the JSE on Thursday in midday trade.

BUSINESS REPORT