project44 accelerates shipper momentum with 34% year-over-year new ARR growth, 67% growth in new logo ARR for the first half of FY27
manilatimes.net · 2026-08-12
project44 secured two seven-figure deals and its first $5 million ARR customer
TickrTrends take: project44, a supply chain visibility platform in which Eastman Chemical Company (EMN) has invested, is demonstrating strong revenue expansion with 34% year-over-year new ARR growth in the first half of FY27. The company's 67% growth in new logo ARR suggests accelerating customer acquisition momentum that could potentially enhance the value of EMN's investment stake. Given EMN's current fairly valued status within the Basic Materials sector, investors should monitor whether this portfolio company's performance translates into material returns or strategic synergies that might justify valuation adjustments.
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