Australia · Delayed Price · Currency is AUD oOh!media Earnings Call Transcripts
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% in H1 2024, but margin expansion and cost control supported profitability. New contract wins and digital investments are set to drive growth from late 2024 and into 2025, with a positive outlook for the sector and improving market share expected.