Australia · Delayed Price · Currency is AUD Amotiv Earnings Call Transcripts
Fiscal Year 2026
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Solid half-year results with 3.3% revenue growth and strong offshore contributions, despite margin pressures in four-wheel drive and subdued ANZ demand. Guidance for FY 2026 is unchanged, with ongoing benefits from cost initiatives and diversification supporting future growth.
Fiscal Year 2025
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The AGM highlighted stable financials, strong cash conversion, and a consistent dividend, with strategic focus shifting to the Amotiv 2030 plan and operational transformation. Board renewal, diversity, and cybersecurity were key governance topics, and voting outcomes will be published post-meeting.
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FY 2025 saw modest revenue growth and strong cash conversion amid challenging ANZ market conditions, with a non-cash impairment driving a statutory loss. FY 2026 guidance targets revenue growth and AUD 195 million EBITDA, supported by cost efficiencies and continued capital returns.
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Revenue grew 2.3% with EBITDA slightly ahead of revenue, supported by cost management and offshore growth. Guidance for FY 2025 is reaffirmed, expecting stronger H2 performance, ongoing cost savings, and benefits from new business wins and restructuring.
Fiscal Year 2024
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The AGM highlighted strong FY 2024 financial results, a 12-month share buyback, and continued transformation into an automotive pure play. Strategic acquisitions, sustainability progress, and Board renewal were emphasized, with robust shareholder engagement on governance and future growth.
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Revenue and EBITDA grew strongly year-over-year, driven by robust core automotive and APG performance, strategic acquisitions, and effective margin management. APG faced short-term headwinds in New Zealand and from Toyota, but outlook remains positive with continued investment and diversification.