Australia · Delayed Price · Currency is AUD Aussie Broadband Earnings Call Transcripts
Fiscal Year 2026
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Double-digit growth delivered across all segments, with revenue up 8.4% and EBITDA up 13.5% year-over-year. Strategic acquisitions and divestments sharpened focus, and upgraded ambitions target AUD 2 billion revenue and >13.5% EBITDA margin by FY 2028.
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The acquisition of AGL Telco and a long-term partnership will add 350,000 connections, positioning the company as Australia's third-largest NBN provider and expanding its reach into new market segments. The deal is expected to be EPS accretive, with significant growth and margin improvement potential.
Fiscal Year 2025
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Strong revenue and EBITDA growth were reported, with major wholesale agreements and a new CEO transition. The board expanded, dividends were paid, and strategic plans were set for FY28. Shareholders approved all resolutions, including director elections and fee increases.
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Strong FY25 results featured 18.7% revenue growth, major contributions from recent acquisitions, and improved cash conversion. Strategic focus includes expanding high-speed broadband, onboarding major enterprise clients, and leveraging new wholesale agreements for future growth.
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Revenue grew 18.7% to $1.187 billion and underlying EBITDA rose 14.7% to $138.2 million, with strong growth across all segments. Exclusive wholesale deals and divestments position the group for accelerated expansion, with FY 2026 EBITDA guidance of $157–$167 million.
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Ambitious targets for FY 2028 include over AUD 1.6 billion revenue, 12.5%+ EBITDA margin, and 20%+ EPS CAGR, driven by segment-based growth, technology modernization, and a dual-brand strategy. Focus areas include fiber expansion, automation, and ESG, with disciplined capital management and strong customer-centric culture.
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Revenue grew 6.8% year-over-year to AUD 588 million, with strong margin and EBITDA gains across all segments. Upgraded FY25 EBITDA guidance, increased CapEx for growth, and declared both interim and special dividends. Symbio integration and fibre expansion drive future prospects.
Fiscal Year 2024
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The AGM highlighted strong financial growth, successful diversification, and the first dividend declaration. Key board changes, infrastructure investment, and ESG commitments were discussed, with shareholders engaging on governance, capital management, and transparency.
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Revenue grew 27% to nearly AUD 1 billion, with EBITDA up 34.5% and strong cash flow. All segments delivered growth, Symbio integration is ahead of plan, and Buddy Telco launched successfully. FY 2025 guidance targets further EBITDA and margin expansion.
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Preliminary FY 2024 EBITDA is at the top end of guidance, with strong broadband growth and the launch of Buddy Telco targeting value-driven customers. FY 2025 EBITDA guidance rises 12–20% (excluding Buddy), and Symbio and E&G segments contribute positively.