RE: CONTRACT NEWS19 Dec 2025 10:17
Here are the key potential revenue‑driving contract opportunities that Thruvision has in its pipeline — based on the full‑year **FY25 RNS and subsequent updates — and what they could mean for future revenue:
thruvision.com
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Financial Reports
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📌 1. Asian Government “Material” Contracts
What it is:
✔ A large material contract for 20 high‑spec systems (£1m+) was won from a government customer in Asia, delivered in FY26.
Shares Magazine
✔ The FY25 results presentation notes additional pipeline opportunities in Asia, including government and entrance security deals — though timing is uncertain.
thruvision.com
Potential revenue impact:
A single material contract can add £1m+ to a year’s sales
Multiple similar deals could push top-line significantly higher if they convert in FY26 or beyond
Why it matters:
Asia has been one of the few markets delivering large orders, and management expects further opportunities there, especially through value‑added resellers.
thruvision.com
📌 2. US Customs & Border Protection (CBP) Framework
What it is:
Thruvision has a multi‑year purchasing framework with US Customs and Border Protection, with up to $33.5m capacity left under the agreement.
thruvision.com
However, no major CBP orders came through in FY25 or H1 FY26 yet, partly due to timing and government procurement cycles.
Financial Reports
Potential revenue impact:
If CBP begins placing meaningful equipment orders, this could add several million pounds per year — but the timing is unpredictable.
Why it matters:
This is probably the largest single market opportunity Thruvision has, given CBP’s scale and the total potential capacity of the framework.
thruvision.com
📌 3. UK & European Entrance Security (Prisons, Transit)
What it is:
Thruvision recorded its first prison sale in the UK and continues to engage with UK Prisons and Probation services.
Shares Magazine
There is a pipeline of larger entrance opportunities, including a mass‑transit tender in Asia expected to conclude early in 2026.
Shares Magazine
Potential revenue impact:
These deals tend to be mid‑size contracts (often £0.5m+), which, if won, could meaningfully boost revenue beyond retail core sales.
Why it matters:
This segment helps diversify reliance beyond one‑off large government deals and could produce repeatable revenue flows if the pipeline converts.
Shares Magazine
📌 4. US Aviation (TSA Mandated Worker Screening)
What it is:
The US Transportation Security Administration (TSA) has a mandate effective April 2026 requiring more thorough screening of aviation workers. Thruvision’s solutions are compliant and orders are expected from airports in the near future.
Shares Magazine
Potential revenue impact:
Early indications suggest orders from two US airports soon, potentially adding several hundred thousand pounds to low‑single‑digit million r
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