Australia · Delayed Price · Currency is AUD Dicker Data Earnings Call Transcripts
Fiscal Year 2025
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FY25 saw 14.9% revenue growth to AUD 3.9B, with strong software and AI-driven gains, improved profitability, and a positive outlook for FY26. Margin pressure from enterprise mix is offset by cost control and robust AI/data center demand.
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H1 FY25 saw 15.7% revenue growth to AUD 1.8B and 9.4% EBITDA growth, led by enterprise and AI deals. Guidance for FY25 is AUD 3.7–3.8B revenue and AUD 120–124M PBT, with continued margin pressure but strong cost control.
Fiscal Year 2024
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FY2024 delivered 2.9% revenue growth to AUD 3.4 billion despite tough market conditions, with flat EBITDA and a 2.8% drop in PBT due to higher finance costs. Early 2025 shows strong sales momentum, and management expects improved margins and growth driven by PC refresh, AI, and SMB recovery.
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Gross profit and margins improved in H1 2024 despite flat revenue, with strong Q2 sales and New Zealand profitability nearly doubling. Outlook is positive for H2 and 2025, driven by AI, cybersecurity, and a PC refresh cycle, with inventory and working capital expected to normalize.