4Sight’s Gross Margin Expands to 43.9% on Demand for Professional AI Services

JSE-listed 4Sight Holdings  is riding the Artificial Intelligence wave, reporting a sharp surge in profits for the first half of its 2026 financial year, driven by soaring demand for its AI-powered solutions. For the six months ending August 31, 2025, the technology group’s financials underscore the success of its AI strategy: Group revenue climbed 6.8% to R578.7-million, and operating profit saw a dramatic jump of 35.7% to R48.3-million. Gross profit rose 15.3% to R254.1-million, pushing the gross margin to a healthy 43.9%. CEO Tertius Zitzke attributed this growth directly to a 10.4% rise in professional services and the accelerated adoption of AI-driven automation, noting that AIoT (“AI of things”) is emerging as a critical catalyst for intensely operational sectors like mining, oil and gas, and manufacturing.

The report detailed strong, strategically focused performances across the group’s business segments. The “business environment” cluster was the standout, delivering a massive 264% increase in operating profit. This explosion reflects robust market demand for data and AI solutions that effectively merge operational technology (OT) with information technology (IT). The “channel partner” cluster also lifted profitability by 13.5%, while the “shared services” division achieved significant cost savings through automation. While the operational technology (OT) cluster experienced a temporary 11.7% dip due to expected cyclical pressures within the mining industry, Zitzke anticipates a rebound in the second half. The IT cluster remained steady, with future growth poised to come from implementing AI-driven automation in finance and HR systems.

Overall fundamentals were significantly strengthened, even as operating expenses increased by 10% (to R205.3-million). Efficient cash management was evident, with the company’s cash balance growing by 11.5%. Furthermore, basic earnings per share (EPS) climbed 30.3% and headline EPS rose 30.2%, while net asset value increased by 14.5%. Looking ahead, Zitzke is optimistic, citing a growing project pipeline, new international contracts, and potential acquisitions that are expected to sustain the momentum in the second half. He affirmed that the company’s focused “4AI strategy is delivering measurable results, both financially and operationally.”