Australia · Delayed Price · Currency is AUD oOh!media Earnings Call Transcripts
Fiscal Year 2026
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The meeting reviewed strong revenue growth, operational improvements, and a CEO transition, with a focus on cost discipline and strategic asset management. Shareholders discussed CapEx, contract risks, and industry valuation, while the board addressed acquisition offers and confirmed robust governance.
Fiscal Year 2025
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Revenue grew 9% to $691 million in CY 2025, with strong first-half performance and new contract wins offsetting a softer second half and the Auckland Transport contract loss. Gross margin declined to 43.2%, but cash flow and EBITDA improved, and the outlook remains positive with MOVE 2.0 launching soon.
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Revenue grew 17% to $336.2M, with 80% organic growth and strong new contract wins. Adjusted EBITDA rose 27%, and NPAT increased 46%, despite a $30M NZ impairment. Full-year gross margin is expected at 44%, with continued sector growth and stable gearing.
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The AGM highlighted strong financial momentum in late 2024 and early 2025, with double-digit revenue growth and continued market share gains. Leadership transition plans were announced, and strategic focus remains on sales, network expansion, and retail media.
Fiscal Year 2024
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Out-of-home advertising delivered flat revenue for 2024, with strong H2 recovery and 6% NPAT growth. Q1 2025 is pacing at 14% revenue growth, supported by new contracts, cost discipline, and sector tailwinds. Gross margin improved to 44.7%.
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Revenue declined 2.8% due to contract exits, but margins improved and new digital assets and contracts are set to drive growth from late Q3 and into 2025. Retail media and programmatic trading are key focus areas, with CapEx and dividend guidance maintained.