SRG Global Earnings Call Transcripts
Fiscal Year 2026
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Record half-year results with EBITDA up 20% year-over-year and upgraded FY 2026 guidance to AUD 164–168 million. Strong growth in both core segments, successful TAMS integration, and robust cash generation position the company for continued expansion and high shareholder returns.
Fiscal Year 2025
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A transformational acquisition of a leading marine infrastructure provider, funded through cash, debt, and scrip, delivers instant market leadership, strong recurring earnings, and significant EPS accretion. The deal unlocks cross-selling, new sector opportunities, and positions the group for long-term growth in critical infrastructure markets.
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Record FY 2025 results with EBITDA up 29% and EPS up 34% year-over-year, driven by strong segment performance and the successful Diona acquisition. Work-in-hand reached $3.6 billion, and FY 2026 guidance targets 10% EBITDA growth, supported by robust recurring earnings.
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Record first half FY25 results featured strong revenue, margin, and cash performance, with upgraded guidance and a robust pipeline driven by the Diona acquisition and sector diversification. Margins and cash conversion are expected to remain strong, supporting continued growth and higher dividends.
Fiscal Year 2024
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Record FY24 results with EBITDA up 23% and net cash position achieved. Acquisition of Diona, a leader in water and energy, is expected to be 10% EPS accretive and expands recurring earnings to 80%. FY25 EBITDA guidance raised to AUD 125 million.