4Sight Holdings’ strong performance in the six months to August 31 was led by its Business Environment Cluster, which handles data and AI work, and increased profitability by 264%, reflecting the company’s pivot toward high-value, AI-driven systems and solutions.
The JSE-listed technology company’s interim results released Friday showed revenue from operations up by 6.8% to R578.7 million from R542m. Headline earnings per share increased by 30.2% to 6.753 cents from 5.185 cents. Revenue had plateaued in financial 2023, but the company’s earnings per share have continued to climb—suggesting improved cost discipline, margin expansion, and operational leverage.
Gross profit increased by 15.3% to R254.1m, and the gross profit margin increased to 43.9% in August 2025 compared to 40.7% in August 2024. The increase is due to the sales mix, whereby professional services increased by 10.4% for the comparative period. Total operating expenses increased by 10% to R205.3m from R186.7m.
The Information Technologies Cluster (IT Cluster) 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.
The Operational Technologies Cluster (OT Cluster) experienced a temporary profit decline due to a mining sector downturn, but recovery is expected as mineral prices rise. The OT Cluster pre-emptively pivoted to oil and gas projects, including expansion in Africa and globally.
The Channel Partner Cluster (CP Cluster) increased profitability by 14%, reflecting double-digit growth in the African markets.
The Shared Services Cluster (SS Cluster) saw cost savings by consolidating positions and automating routine work.
4Sight’s directors said they were exploring acquisitions to complement the current business units and scale up revenues, and they would also acquire Intellectual Property driven by AI-focused solutions.
“4Sight remains firmly positioned for sustainable growth with our strategy of 4AI in business processes and our investment into innovation as we advance through the 2026 financial year,” they said.
“We are leveraging our strong financial base and strategic alignment with leading technology vendors to expand our AI-driven solutions.”
“AIoT (Artificial Intelligence of Things) is a major strategic shift from traditional AI agents and co-pilots to the integration of AI with IoT, enabling intelligent, connected systems that can sense, analyse, and act autonomously. This convergence is seen as the next big wave in technology, especially for operational and industrial environments,” the directors said.
Over the interim period, 4Sight accelerated its investment in AI for business innovation, by delivering agents and solutions focusing on the five pillars of business digital transformation: people, growth, operations, financial, and innovation on product.
“At 4Sight, we call this 4Sight Automated Intelligence (4AI) — a business-centric approach focused on AI-powered automation that prioritises measurable return on investment, operational agility, and customer-centric innovation,” the directors said.
Agentic AI would be deployed by 64% of technology executives across all business verticals in the next 12-24 months, the directors said.
Successful Agentic AI offers a business-aligned AI roadmap with clear, measurable value targets; workforce upskilling initiatives; and robust data management and governance.
4Sight’s share price fell 2.53% to 77 cents on the JSE Friday, the same level it was a year ago.
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