HANSEN TECHNOLOGIES LIMITED (HSN)
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06/11/2025

1

Buy, High Risk

$7.60

32.17%

Shaw and Partners considers Hansen Technologies’ acquisition of UK-based Digitalk a textbook example of the company’s disciplined M&A strategy. The transaction is profitable, margin accretive, and strategically aligned with its core Communications segment.

The broker estimates the deal to be 5% EPS accretive after funding costs on an annualised basis. It’s felt that Digitalk, with 90% recurring revenue and strong cash generation, enhances Hansen’s product offering across MVNO and wholesale voice markets.

MVNO stands for mobile virtual network operator.

The acquisition also enables cross-selling opportunities across Hansen’s existing customer base, highlight the analysts. FY26–27 forecasts are raised modestly and ongoing capacity for similar transactions is noted.

Shaw retains a Buy, High Risk rating and raises its target to $7.60 from $7.30.

FORECAST
Shaw and Partners forecasts a full year FY26 dividend of 10.00 cents and EPS of 23.20 cents.
Shaw and Partners forecasts a full year FY27 dividend of 10.00 cents and EPS of 27.30 cents.

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10/11/2025

1

Buy

$6.60

14.78%

Moelis notes Hansen Technologies has announced the acquisition of UK-based Digitalk Group Holdings for approximately $66.4m, funded by a mix of debt and cash.

The broker highlights that Digitalk, which provides software for mobile virtual network operators, is a high-quality business with recurring revenue, strong margins above 30%, and long-term customer relationships.

The analyst expects the acquisition to be EPS accretive from the second half of FY26, offering cross-sell opportunities across Hansen’s customer base, particularly among utilities and internet service providers.

While some upside was already factored into forecasts, longer-term earnings estimates have been raised to reflect Digitalk’s contribution.

The broker views the acquisition as strategically sound and financially compelling, raising its target price modestly to $6.60 from $6.50 and maintaining a Buy rating.

FORECAST
Moelis forecasts a full year FY26 dividend of 10.40 cents and EPS of 28.10 cents.
Moelis forecasts a full year FY27 dividend of 12.90 cents and EPS of 32.40 cents.