Global warming, ageing infrastructure and rising insurance claims are accelerating the shift from reactive plumbing to proactive, tech-enabled water management. As regulators, insurers and property owners look to prevent damage, the winners will be those who can combine smart monitoring with rapid, minimally invasive repair.

That’s precisely where Water Intelligence  sits in this environmentally beneficial ecosystem. A ‘one stop shop’ for all things water leak detection, repair, wireless monitoring and preventative maintenance - operating in the US (2/3rds franchised), UK, Ireland, Canada and Australia.

Today’s positive news of a Preferred Partnership with Bluebot meaningfully expands its preventive maintenance capability. Building on last year’s StreamLabs alliance, Bluebot broadens American Leak Detection’s (ALD, WATR’s US subsidiary) product suite across every pipe diameter and price point, enabling it to serve customer segments previously left to competitors (eg ONDO Insurtech).

So strategically why is this important? Well first, Bluebot’s acoustic-based IoT monitoring devices align with ALD’s minimally invasive detection expertise. Next, its data integrates into the group's CRM platform (re Salesforce), enhancing diagnostics, client support and efficiency. And third, ALD becomes Bluebot’s exclusive services partner for installation, leak detection and repair for online sales – alongside gaining white-label rights.

All told enabling #WATR to widen its addressable market and share of wallet across its 200,000 customer footprint across the US, UK, Ireland, Canada and Australia. Not only potentially doubling group turnover over the medium term, but also creating a new & rapidly expanding stream of high margin, recurring revenues from the associated preventative maintenance solutions.

Executive Chairman Patrick DeSouza commenting: “The Bluebot partnership builds on our StreamLabs Water partnership and reinforces our leadership in providing turnkey, end-to-end water leak detection products and services… We expect strong sales… and are very excited about the contribution in 2026 to our organic growth trajectory.”

Finally wrt valuation, house broker Canaccord Genuity Group Inc. has a 12 month price target of 500p per share. Whilst at 300p, #WATR trades on fully diluted multiples of 11.3x FY25 PER and 6.0x EV/EBITDA – representing attractive value for a tech-enabled growth platform.

Disclosure: I own shares in Water Intelligence, who are also a Vox Markets client.