Enero Group Earnings Call Transcripts
Fiscal Year 2026
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FY 2026 delivered strong EBITDA and net profit growth, driven by disciplined cost management and AI-enabled efficiency, despite revenue declines in some segments. Australian agencies posted record margins, while Hotwire faced challenges from AI disruption and client insourcing. Dividend payout and net cash position remain robust.
Fiscal Year 2025
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The meeting highlighted strong agency performance, margin expansion, and a focus on innovation and AI. Strategic priorities include organic growth, cost control, and rebuilding investor trust after past acquisition missteps. Dividend payout and all resolutions were confirmed.
Fiscal Year 2024
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The meeting highlighted a successful portfolio transformation, strong Australian agency growth, and robust cash flow, despite international tech sector challenges. Leadership transitions were announced, and all resolutions were supported, with dividends maintained at a 44% payout ratio.
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Net revenue declined 6% like-for-like to AUD 189.7 million, with EBITDA down 10%, but net profit after tax rose 7% due to cost management and lower interest. The group maintained strong cash flow, completed a share buyback, and declared a final dividend, while navigating tech sector headwinds and progressing the OBMedia sale.