Australia · Delayed Price · Currency is AUD Lindsay Australia Earnings Call Transcripts
Fiscal Year 2026
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Revenue rose 24.8% to AUD 540 million, driven by acquisitions and core growth, while underlying EBITDA increased 16%. Integration of SRT is delivering synergies, and the business expects over AUD 1 billion in FY 2026 revenue. Competitive market conditions persist.
Fiscal Year 2025
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Revenue grew 5.6% to AUD 849.8 million, but EBITDA declined 11.7% amid margin pressures. Strategic acquisitions, new facilities, and a renewed focus on transformation and workforce stability were highlighted. All resolutions, including director elections and incentive plans, were put to poll.
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Revenue rose 5.6% to $849.8M, but underlying EBITDA fell 11.7% amid cost and margin pressures. Strategic acquisitions expanded coverage and diversified earnings, while infrastructure investments and integration efforts position the business for future growth.
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Lindsay is acquiring SRT Logistics for AUD 108.2 million, expanding into Tasmania’s fast-growing agri-market and diversifying its revenue base. The deal is expected to deliver 15% EPS accretion pre-synergies, with further cost and revenue synergies anticipated. SRT’s management will remain, and integration is set for July 1.
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Revenue grew 3.6% to AUD 432.8 million, but EBITDA fell due to rising costs and competitive pressures. The rural division outperformed, while transport margins were squeezed. Strategic acquisitions and transformation initiatives aim to drive future growth.