Australia · Delayed Price · Currency is AUD Breville Group Earnings Call Transcripts
Fiscal Year 2026
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Double-digit revenue growth and record sales were achieved despite U.S. tariff headwinds, with profitability maintained through manufacturing diversification and tactical pricing. Strong cash flow, low leverage, and continued investment support a positive outlook for FY 2027.
Fiscal Year 2025
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Record revenue and EBIT growth were achieved in FY 2025, driven by innovation, global expansion, and manufacturing diversification. The board emphasized governance, sustainability, and strategic investments, with all director re-elections and CEO incentives put to shareholder vote.
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Record FY25 sales and double-digit growth were achieved across all regions, with EBIT and NPAT at the top end of guidance. U.S. tariff impacts were mitigated by inventory strategies and manufacturing diversification, while new product launches and geographic expansion supported performance. Ongoing tariff and cost uncertainties remain for FY26.
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Double-digit revenue and profit growth were delivered in H1 2025, with strong performance across all regions and categories, resilient margins, and robust cash flow. Guidance for FY25 EBIT growth is 5–10%, reflecting U.S. trade policy uncertainty, while supply chain diversification and new market entries continue.
Fiscal Year 2024
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The AGM highlighted strong FY24 financial growth, increased dividends, and global expansion, with strategic focus on sustainability and supply chain resilience. All board-recommended resolutions were supported, and key risks such as U.S. tariffs were addressed.
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Record revenue and EBIT were achieved with strong second-half growth, especially in coffee and new geographies. Gross margin and cash flow improved, supporting ongoing investment in product innovation and expansion, while risks from freight, tariffs, and competition are being managed.