South Africa · Delayed Price · Currency is ZAR · Price in ZAc Altron Earnings Call Transcripts
Fiscal Year 2026
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Profit and operating margins have more than doubled over 3.5 years, with platform businesses now driving 90% of EBITDA and strong annuity revenue. Capital allocation remains focused on organic growth in platform segments, while robust cash generation and improved free cash flow conversion support future investments.
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Solid results with EBITDA up 4% and operating profit up 15% year-over-year, driven by strong platform business growth and margin expansion, despite revenue declines and IT services headwinds. Dividend payout increased, and capital allocation remains focused on high-return platform investments.
Fiscal Year 2025
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Strong results driven by disciplined strategy: operating profit up 50%, headline earnings up 73%, and annuity revenue now 63% of total. Platform businesses excelled, while IT services faced headwinds from delayed projects. Focus remains on margin expansion and high-quality growth.
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Strong interim results with revenue, EBITDA, and profit growth driven by platform and IT services. Margin expansion, increased annuity revenue, and disciplined capital allocation supported a 60% dividend hike. Upgraded FY26 profit target reflects confidence in continued growth.