Toku Ltd
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AI-Powered CX Platform Expands Global Presence
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Oh my gawd.
saleforce in us is going craZY.
Toku might be wake up anything.
Watching this very very closely on tuesday
Which one? Look at Genting, Geo energy, and Comfort - All post negative growth and share price goes down.
piscesmonkey ( Date: 14-May-2026 15:32) Posted:
Anyway nowsday result no good also shoot up to moon 😅
piscesmonkey ( Date: 14-May-2026 15:30) Posted:
| Maybe next result is big profits? We dont know KGI TP 0.3 |
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Anyway nowsday result no good also shoot up to moon 😅
piscesmonkey ( Date: 14-May-2026 15:30) Posted:
Maybe next result is big profits? We dont know KGI TP 0.39
JurongW ( Date: 14-May-2026 13:38) Posted:
| Company is not profitable right |
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Maybe next result is big profits? We dont know KGI TP 0.39
JurongW ( Date: 14-May-2026 13:38) Posted:
Company is not profitable right?
piscesmonkey ( Date: 14-May-2026 10:16) Posted:
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Company is not profitable right?
piscesmonkey ( Date: 14-May-2026 10:16) Posted:
KGI email me yesterday 😅
PQTPQK ( Date: 14-May-2026 09:41) Posted:
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not moving at all....
piscesmonkey ( Date: 14-May-2026 10:16) Posted:
KGI email me yesterday 😅
PQTPQK ( Date: 14-May-2026 09:41) Posted:
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KGI email me yesterday 😅
PQTPQK ( Date: 14-May-2026 09:41) Posted:
today report ?
piscesmonkey ( Date: 14-May-2026 09:37) Posted:
TOKU LTD. (TOKU SP / TKU.SI):
Built for Complexity, Scaling with AI
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We&rsquo ve initiated coverage on Toku Ltd. (TOKU SP / TKU.SI) with an OUTPERFORM rating.
Toku&rsquo s growth is driven by its positioning as an AI-powered customer experience platform built for complex, multilingual and regulated markets, supported by an improving revenue mix toward higher-quality platform and AI-led revenue.
Key investment highlights include:
- FY2025 revenue of US$34.8mn, up 9.3% YoY, with usage revenue remaining the core engine
- Adjusted EBITDA improved 17.8%, supported by disciplined cost control
- Subscriptions and licensing increased from 9.9% of revenue in FY2022 to 17.6% in FY2024, with subscription NRR above 150%
- Proprietary Core AI Suite spanning transcription, summarisation, sentiment analysis and conversational analytics, creating a pathway to higher-value monetisation
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KGI Subscriptions & Licensing Revenue Forecast
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The medium-term outlook remains constructive, with:
- Revenue forecast to grow to approximately US$129mn by FY2030, implying a 5-year CAGR of 30.1%
- Gross margin expansion from 24.3% in FY2025 to 47.2% by FY2030, driven by mix shift and operating leverage
- Increasing contribution from recurring subscription, licensing and AI-related revenue
- A transition toward a scalable partner-led go-to-market model to support regional expansion without proportional headcount growth
With communications and services acting as the installed base for software and AI monetisation, and with improving revenue quality over time, we believe Toku is positioned to scale into a higher-margin, recurring enterprise CX platform focused on complex APAC-led markets.
We derive a target price of S$0.39, implying 56% upside from the current levels
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today report ?
piscesmonkey ( Date: 14-May-2026 09:37) Posted:
TOKU LTD. (TOKU SP / TKU.SI):
Built for Complexity, Scaling with AI
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We&rsquo ve initiated coverage on Toku Ltd. (TOKU SP / TKU.SI) with an OUTPERFORM rating.
Toku&rsquo s growth is driven by its positioning as an AI-powered customer experience platform built for complex, multilingual and regulated markets, supported by an improving revenue mix toward higher-quality platform and AI-led revenue.
Key investment highlights include:
- FY2025 revenue of US$34.8mn, up 9.3% YoY, with usage revenue remaining the core engine
- Adjusted EBITDA improved 17.8%, supported by disciplined cost control
- Subscriptions and licensing increased from 9.9% of revenue in FY2022 to 17.6% in FY2024, with subscription NRR above 150%
- Proprietary Core AI Suite spanning transcription, summarisation, sentiment analysis and conversational analytics, creating a pathway to higher-value monetisation
|
KGI Subscriptions & Licensing Revenue Forecast
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The medium-term outlook remains constructive, with:
- Revenue forecast to grow to approximately US$129mn by FY2030, implying a 5-year CAGR of 30.1%
- Gross margin expansion from 24.3% in FY2025 to 47.2% by FY2030, driven by mix shift and operating leverage
- Increasing contribution from recurring subscription, licensing and AI-related revenue
- A transition toward a scalable partner-led go-to-market model to support regional expansion without proportional headcount growth
With communications and services acting as the installed base for software and AI monetisation, and with improving revenue quality over time, we believe Toku is positioned to scale into a higher-margin, recurring enterprise CX platform focused on complex APAC-led markets.
We derive a target price of S$0.39, implying 56% upside from the current levels
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TOKU LTD. (TOKU SP / TKU.SI):
Built for Complexity, Scaling with AI
|
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|
|
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We&rsquo ve initiated coverage on Toku Ltd. (TOKU SP / TKU.SI) with an OUTPERFORM rating.
Toku&rsquo s growth is driven by its positioning as an AI-powered customer experience platform built for complex, multilingual and regulated markets, supported by an improving revenue mix toward higher-quality platform and AI-led revenue.
Key investment highlights include:
- FY2025 revenue of US$34.8mn, up 9.3% YoY, with usage revenue remaining the core engine
- Adjusted EBITDA improved 17.8%, supported by disciplined cost control
- Subscriptions and licensing increased from 9.9% of revenue in FY2022 to 17.6% in FY2024, with subscription NRR above 150%
- Proprietary Core AI Suite spanning transcription, summarisation, sentiment analysis and conversational analytics, creating a pathway to higher-value monetisation
|
KGI Subscriptions & Licensing Revenue Forecast
|
|
|
|
The medium-term outlook remains constructive, with:
- Revenue forecast to grow to approximately US$129mn by FY2030, implying a 5-year CAGR of 30.1%
- Gross margin expansion from 24.3% in FY2025 to 47.2% by FY2030, driven by mix shift and operating leverage
- Increasing contribution from recurring subscription, licensing and AI-related revenue
- A transition toward a scalable partner-led go-to-market model to support regional expansion without proportional headcount growth
With communications and services acting as the installed base for software and AI monetisation, and with improving revenue quality over time, we believe Toku is positioned to scale into a higher-margin, recurring enterprise CX platform focused on complex APAC-led markets.
We derive a target price of S$0.39, implying 56% upside from the current levels
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Heard initiation research report AI suite, Outperform Rating, TP 39c
Can TOKU turn into a multi bagger over a 5‑ year horizon?
If u lose money trading it, then it' s Fok-U
Catalist-listed Toku makes enterprise AI push as it pursues growth over near-term profit
The company sees strong demand for the technology aligning with its expansion across global markets
[SINGAPORE] When customer experience platform Toku &ndash which helps companies manage customer interactions across channels &ndash was set up in 2018, it was less a single flash of inspiration than the culmination of several observations over time.
Its founder, Thomas Laboulle, a Belgium-born Singapore-based entrepreneur whose company was the first to complete an initial public offering on the Singapore Exchange this year, drew on his experience consulting across industries.
In that role, he saw companies struggle with fragmented customer data and disconnected systems that made it difficult to manage interactions in real time.
&ldquo I was amazed by how siloed everything was,&rdquo said the Toku CEO.
To address this, Laboulle set out to build a company that could unify these systems and streamline customer interactions.
&ldquo When I explain how I came to start the company, there was no eureka moment,&rdquo he added. &ldquo It was a compounding of experiences that suddenly made an opportunity viable.&rdquo
He also observed that while advances in technology could simplify parts of the value chain, incumbents were often slow to respond, as they remained tied to legacy systems and ways of operating.
At the same time, Laboulle identified a gap in Asia&rsquo s enterprise market. When he arrived about 12 years ago, he was &ldquo quite surprised that there weren&rsquo t many native solutions&rdquo , with most offerings imported from the US or Europe and not tailored to local needs.
&ldquo When you looked at areas like complexity, compliance and regulation, it became clear that enterprises didn&rsquo t have many suitable options,&rdquo he said. &ldquo The timing was right, the market was right, the technology was ready &ndash and that&rsquo s when I decided to take a shot.&rdquo
From fragmentation to integration
Today, the Catalist-listed company integrates telecommunications, messaging and artificial intelligence into a single platform, allowing businesses to manage customer interactions across channels in real time.
By consolidating customer data and communication history, and connecting to companies&rsquo existing systems, it enables organisations to coordinate interactions across support, operations, sales and marketing. This gives teams clearer context and reduces the need for customers to repeat information.
Toku currently operates in more than 30 countries across Asia-Pacific, Latin America and the Middle East, with customers including foodpanda, Gojek and Lenskart.
AI is a core feature, although its role is often less about replacing human agents than improving how they work.
Laboulle noted that demand for such capabilities is increasingly driven by clients, with AI features now appearing in almost all tenders the company participates in.
Rather than focusing immediately on customer-facing automation, he said companies are first using AI to streamline backend processes &ndash such as generating summaries, categorising interactions and surfacing insights in real time.
&ldquo There is a huge difference between manual record-keeping and a system where note-taking happens automatically&hellip The agent is no longer in charge of producing the summary, but to review and improve it,&rdquo he noted.
This has led to productivity gains of at least 30 per cent for some clients.
Beyond automation, AI is also used to surface insights. One example is sentiment analysis, where the tech evaluates factors such as word choice, tone and speech patterns to detect when a customer&rsquo s experience is deteriorating.
This helps surface issues &ldquo that might not necessarily be noticed, especially by more junior team members&rdquo , noted Laboulle, adding that tracking how sentiment evolves helps assess whether issues have been resolved.
Overcoming procurement hurdles
Laboulle admits that one challenge is convincing procurement teams to take a chance on a lesser-known provider, with many facing a &ldquo mental block&rdquo over having to justify their choice internally.
Early wins came through persistence and demonstration. &ldquo It was really about making sure that we got in the room, that we kept chasing the prospect, that we also delivered a lot of initial value,&rdquo he said.
Over time, the company also leaned on its ability to meet regulatory and data localisation requirements &ndash particularly in Asia &ndash while building a track record that helped ease concerns among risk-averse buyers.
Its Jan 22 Catalist debut has also strengthened its credibility.
Said Laboulle: &ldquo It&rsquo s not any company that can go through a listing process.&rdquo
This growing traction is reflected in its financial performance, although the company remains in an investment-heavy phase.
Revenue rose 9.3 per cent in FY2025 to US$34.8 million, driven by higher usage and platform adoption.
However, it remains loss-making, with net loss widening to US$9.1 million, largely due to IPO-related and non-cash items. Even excluding these, it would still have recorded a loss.
&ldquo Building an enterprise software vendor requires a lot of investment,&rdquo said Laboulle, adding that the company is prioritising growth over near-term profitability.
He pointed to expansion into Latin America and the Middle East last year as key drivers of that strategy.
&ldquo We could have passed on the opportunities in Latam (Latin America) and Mena (Middle East and North Africa), but I think that for our ambitions, it would have been a mistake,&rdquo he pointed out.
The aim, the CEO added, is to build sufficient scale across markets and clients while balancing growth with the path to profitability.
&ldquo Once you reach scale, growth can become exponential,&rdquo he said, pointing to the platform&rsquo s ability to drive higher usage and revenue as it expands across markets.
While he declined to provide a timeline for profitability, Laboulle said that it remains essential for procurement confidence, investor support and long-term sustainability.
For now, the focus is on executing its expansion plans and growing its customer base as demand for enterprise AI accelerates.
&ldquo There is a window of opportunity&hellip everything is coming together from a market and technology perspective. We are in the right industry, so the timing is excellent for us, especially with AI,&rdquo he felt.
Looking ahead, Laboulle hopes that Toku will become synonymous with customer experience in Asia. &ldquo If people think of customer experience and immediately think of Toku, that would be one measure of success.&rdquo
Toku&rsquo s CEO shrugs off AI fears after tech sell-off
Toku
(SGX:TKU) founder and CEO
Thomas Laboulle says he is not too worried by the
tech sell-off that swept markets last week. Tech and software companies such as IBM and DocuSign took a hit to their stock price last week following the release of a bearish report on AI&rsquo s risks by
Citrini Research, a US-based market research firm.
&ldquo That was an excessive movement right?&rdquo Laboulle told The Edge Singapore on Mar 2 after hosting the company&rsquo inaugural earnings briefing. &ldquo In terms of the sell-off itself, these are market movements that I think were not entirely rational. Let&rsquo s not forget that the valuations and the multiples are extremely different as well.&rdquo
Toku went public on the Catalist board of the Singapore Exchange (SGX) on Jan 22. The cloud communications and AI-powered customer experience platform was founded in 2018 and is the first company to list on the SGX in 2026.
&ldquo There is no technology in the foreseeable future that can replace enterprise software. That makes no sense at so many levels,&rdquo Laboulle says of AI&rsquo s impact on Toku.
According to Laboulle, AI will not pose a threat to enterprise technology companies like Toku. &ldquo AI is a revolutionary technology, but it&rsquo s not a business on itself. What we are having here is an integrated platform that already addresses most of the aspects for customer experience and the mission critical communications that our own customers have to do with their audience.&rdquo
Toku&rsquo s
revenue for the FY2025 ended Dec 31 2025 was US$34.8 million ($44.0 million), up 9.3% y-o-y from US$31.8 million in FY2024.
Toku&rsquo s revenue growth in FY2025 was mainly driven by higher usage revenue. Usage revenue makes up 68.8% of Toku&rsquo s total revenue in FY2025. It grew by 21.0% y-o-y to reach US$23.9 million in FY2025, up from US$19.8 million in FY2024.
The company&rsquo s net loss for FY2025 was US$9.1 million, a 71.7% y-o-y increase from FY2024&rsquo s US$5.3 million. Toku says approximately US$4.9 million of the losses can be attributed to IPO-related expenses.
Going public has bolstered Toku&rsquo s fortunes, says Laboulle. The company raised $16.25 million when it went public and had a post-IPO market capitalisation of $142.56 million.
&ldquo We have been really running that roller coaster, and it' s been very positive, especially the brand awareness and the access. The pipeline has seen a very positive effect from the listing,&rdquo Laboulle says.
&ldquo Overall, it is showing how serious the company is. Our ambitions [have] also [been] met with a lot of enthusiasm, not only from shareholders and the investors, but also from the prospects that we are meeting with.&rdquo
Toku reports revenue of US$34.8 mil, up 9.3% y-o-y net loss widens to US$9.1 mil on IPO-related expenses
Cloud communications and AI-powered customer experience platform
Toku&rsquo s (SGX:TKU) revenue for the FY2025 ended Dec 31 2025 was up 9.3% y-o-y at US$34.8 million ($44.0 million), up from US$31.8 million in FY2024.
Founded in 2018 by former GlobalRoam Group CEO
Thomas Laboulle, Toku made its trading debut on the Catalist board of the Singapore Exchange (SGX) on Jan 22. It is the first company to list on the SGX in 2026.
&ldquo Completing our IPO while operating with a streamlined team and disciplined capital allocation made this undoubtedly a challenging year,&rdquo Laboulle says of Toku&rsquo s FY2025 results.
&ldquo These results reflect the resilient growth engine we have built. Looking ahead, our focus turns to scaling AI-driven capabilities, deepening our presence across APAC, and beyond, and strengthening the partnerships that will power our next phase of growth.&rdquo
Toku&rsquo s revenue comes from five segments: usage, subscriptions and licensing, professional services, maintenance and support as well as hardware. The company&rsquo s revenue growth in FY2025 was mainly driven by higher usage revenue which hit US$23.9 million in FY2025, up 21.0% y-o-y from US$19.8 million in FY2024. Usage revenue as a proportion of total revenue is now at 68.8% in FY2025, up from 62.2% in FY2024.
Toku&rsquo s net loss for FY2025 widened to US$9.1 million, up 71.7% y-o-y from the US$5.3 million recorded in FY2024. The company says in its earnings release on Mar 1 that approximately US$4.9 million of the losses can be attributed to IPO-related expenses.
&ldquo These comprised fair-value adjustments on pre-IPO redeemable convertible loans, listing-related professional and regulatory fees, and accelerated share-based payment charges arising from the settlement of the employee share option plan,&rdquo says Toku in its release.
Toku&rsquo s adjusted net loss for FY2025 is US$4.2 million, down 8.5% y-o-y from the US$4.6 million recorded in FY2024. The adjusted net loss excludes both non-recurring and non-cash items, as well as the non-recurring deferred tax credit recognised in FY2025.
&ldquo The IPO has been transformative for our capital structure,&rdquo says Christian Wong, Toku&rsquo s CFO. &ldquo All convertible instruments have been settled, shareholder loans repaid, and our highest-cost debt facility is scheduled for early retirement in April.&rdquo
Toku&rsquo s IPO raised a total of $16.25 million, giving it a post-IPO market capitalisation of $142.56 million. As part of the IPO, a total of 65 million shares were offered to investors at 25 cents apiece.
Toku shares closed 4% higher at 26 cents on Feb 27.
Seem strong today ..
SmallSmall ( Date: 30-Jan-2026 12:52) Posted:
AI stock, ex politician as shareholder (7.29%), Placees that read like academy award winners AGT, AMova, Lion Global, Han Seng Juan and Asdew (the latter 5 placement shares at $0.25.
This one should do well in my opinion. Don' t think they will run for a $0.02 profit haha.
SmallSmall ( Date: 30-Jan-2026 11:38) Posted:
Coming alive today....$0.28 +$0.025 vol 5.4 mil
This one got powerful anchor and govt linked....
Let' s see if can retest back first day listing of $0.30 |
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laggard .... can cheong ...?
