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 revenue for H1 2024 was AUD 1.6 billion, with strong Q2 sales and improved gross margins, though EBITDA declined due to higher costs and bad debt provisions. Outlook for H2 is positive, with expected revenue and margin growth driven by AI, PC refresh, and SMB recovery. New Zealand and retail segments showed standout performance.