Australia · Delayed Price · Currency is AUD Data#3 Earnings Call Transcripts
Fiscal Year 2026
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Record H1 FY 2026 sales and profit growth were achieved despite margin pressure from Microsoft incentive changes. Infrastructure and managed services outperformed, while software is set to recover in H2. Cost control and automation drove improved operating leverage.
Fiscal Year 2025
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Record sales and profit growth were achieved, supported by board renewal and strategic focus on AI, security, and operational excellence. Shareholders engaged on guidance, dividends, and governance, with all board-recommended resolutions supported and a continued commitment to sustainable growth.
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Record FY 2025 results with $3B gross sales (up 9%) and 11% EPS growth, driven by strong managed services, infrastructure, and software. Recurring revenue rose to 69%, and the company expects software headwinds in early FY 2026 but continued growth in infrastructure and services.
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Record first half FY25 results with 7.4% sales growth and 10% gross profit increase, driven by strong services and software performance. Infrastructure Solutions declined but is expected to rebound, while Microsoft incentive changes are being mitigated.
Fiscal Year 2024
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Record sales and profit growth were achieved despite economic challenges, with strong performance in software and managed services. The board oversaw leadership transitions, auditor change, and continued focus on digital transformation and security. Shareholders engaged actively on governance, remuneration, and strategic direction.
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Record gross sales and profit growth were achieved despite economic headwinds, with strong performance in managed and software services, stable margins, and a robust balance sheet. Services and AI-driven solutions are expected to drive future growth, while infrastructure faces ongoing decision delays.