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We are pleased to share the NAOS Quarterly Investment Report for Q4 FY26, which provides in-depth commentary on the current market and several core investments that had notable events during the quarter.
This report reflects on the most macro-driven quarter we have seen since the early stages of the COVID pandemic, shaped by two structural themes we expect to persist well into FY27: the ongoing impact of the Middle East conflict on inflation, interest rates and supply chains, and the accelerating buildout of data centre capacity across Australia. It also covers several portfolio highlights, including MaxiPARTS' reaffirmed FY26 guidance and strengthened executive team, Urbanise.com's confirmed launch window for its NAB banking integration, and a closer look at XRF Scientific, a recent addition to the portfolio, and its three engines of growth.
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