Australia · Delayed Price · Currency is AUD Trajan Group Holdings Earnings Call Transcripts
Fiscal Year 2026
-
H1 FY26 revenue grew 3.8% to AUD 84.1 million, with strong Q2 momentum supporting full-year guidance for record revenue and EBITDA. Strategic investments and Project Neptune cost savings are expected to drive H2 margin improvement, despite ongoing macroeconomic and currency risks.
Fiscal Year 2025
-
The meeting highlighted strong revenue growth, improved balance sheet, and ongoing margin challenges. Strategic initiatives included extending key customer relationships, new product launches, and operational improvements. All resolutions were put to vote with no questions raised.
-
Record FY 2025 revenue of $166.5M (+7.4%) and EBITDA up 26%, with strong growth in consumables and disruptive tech. Margin pressure in capital equipment offset by operational efficiencies and a shift to in-region supply. Conservative FY 2026 outlook amid tariff and funding volatility.
-
H1 FY2025 saw 6% revenue growth, strong EBITDA gains, and margin improvements, with robust order books and ongoing margin initiatives. Guidance is confirmed despite U.S. and pharma sector headwinds, and net debt is below target. Defensive end markets and global diversification support resilience.
Fiscal Year 2024
-
The meeting reviewed a year of resilience, with a strong second-half rebound and reaffirmed financial guidance. Key resolutions were voted on, strategic acquisitions highlighted, and industry trends discussed, including global supply chain shifts and sector resilience.
-
FY 2024 revenue was AUD 155 million, with EBITDA above guidance and net debt reduced by AUD 4.7 million. Despite destocking headwinds, order recovery and margin improvements position the business for FY 2025 growth, with revenue expected to exceed AUD 160 million.