Seeing Machines Positioned for Growth with New Safety Regulations and Strategic Partnerships

Seeing Machines Limited (LSE:SEE) has reported its FY2025 financial results, highlighting strong growth prospects driven by the upcoming European General Safety Regulation, which will mandate camera-based Driver Monitoring Systems (DMS) in all new vehicles by July 2026. The company expects a significant rise in automotive royalty volumes as OEMs plan to sell 12.5 million new cars in Europe next year, all requiring DMS technology.

In addition, Seeing Machines is expanding its Aftermarket business by converting trial customers into active sales and growing its pipeline across the Americas and EMEA. Strategic collaborations with Mitsubishi and Valeo, along with the acquisition of Asaphus Vision GmbH, are expected to strengthen the company’s capabilities and market reach. Financially, Seeing Machines aims to achieve a cashflow break-even run rate by the end of the calendar year and become cashflow positive in the second half of FY2026.

The company’s outlook balances financial instability against positive corporate developments and moderate technical indicators. Strategic partnerships signal growth potential, but ongoing financial challenges and valuation concerns continue to weigh on the overall outlook.

Company Overview

Seeing Machines Limited, founded in 2000 and headquartered in Australia, is a leader in vision-based monitoring technology. The company specializes in AI-powered operator monitoring systems designed to improve transport safety. Its technology portfolio includes AI algorithms, embedded processing, and optics for real-time operator monitoring. Seeing Machines develops Driver Monitoring Systems (DMS) for Automotive, Commercial Fleet, Off-road, and Aviation sectors, with offices in Australia, the USA, Europe, and Asia.

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