Insights Analytics Bhd is positioned for renewed earnings growth driven by ongoing utility digitalisation efforts, industry analysts say, as the company benefits from a robust project pipeline and strong market presence in Sarawak. The firm’s expanding involvement in higher-value digitalisation solutions is expected to support its future performance.

According to a note from CIMB Research, Insights Analytics’ earnings momentum is likely to accelerate starting in the financial year 2027 (FY27), coinciding with the progressive rollout of new projects in Sarawak’s Water Sector Transformation 2040 initiative and the company’s Intelligent Asset Management Solutions (IAMS) segment. Water infrastructure investments, efforts to reduce non-revenue water (NRW), and increasing adoption of utility digitalisation technologies are cited as key growth drivers, while contributions from IAMS are anticipated to improve as the company secures additional contracts.

CIMB Research also highlighted a recent change in Insights Analytics’ financial calendar, with the company extending its financial year-end to October 2026 from April 2026. This adjustment results in a 15-month reporting period for FY26, covering six quarters. For this period, the group reported a core net profit (CNP) of RM52.5 million, which underperformed relative to expectations due to slower-than-anticipated project rollouts within its Water Technology Solutions segment.

TA Research maintained a positive outlook on Insights Analytics, emphasizing the company’s comprehensive positioning along the water value chain. This includes proprietary NRW technology, exclusive access to specialized hardware, and capabilities in construction and system integration. TA Research also noted that Insights Analytics operates a scalable, technology-driven earnings model, with its digital twin platform poised to convert the existing project pipeline into higher-margin revenues.

Overall, insights from both research firms indicate confidence in Insights Analytics’ strategic approach, supported by government-led water sector initiatives in Sarawak and the broader trend toward utility digitalisation. However, near-term earnings remain subject to the pace of project implementation.