From the helm: SenSen Networks Limited (ASX: SNS), Dr Subhash Challa, CEO

In this episode of From the Helm, Grady Wulff sits down with SenSen Networks Limited (ASX:SNS) CEO, Dr Subhash Challa, to discuss the company’s strong FY25 performance, growing profitability, and strategic roadmap amid the global AI and sensor analytics boom.

Dr Challa shares insights into SenSen’s key growth drivers, expansion into international markets, and the company’s progress in scaling its AI-powered “SenDISA” data fusion platform across government and enterprise sectors worldwide.

In this interview, Dr Challa covers:

• (0:32) an overview of SenSen Networks and the markets it operates in
• (4:27) revenue growth of over 20% year on year and key drivers heading into FY26–FY27
• (6:20) addressable market opportunities within the global AI and vision analytics sector
• (10:09) how SenDISA differentiates SenSen from competitors and establishes barriers to entry
• (12:20) the company’s recurring revenue mix and targets for long-term scalability
• (13:33) turning profitable and generating cashflow — capital allocation and reinvestment strategy
• (15:09) technology protection and partnerships driving sustained competitive advantage
• (17:59) key news flow investors should watch for over the next 12 months.

Note: This interview was filmed on 23 October 2025.