South Africa · Delayed Price · Currency is ZAR · Price in ZAc Novus Holdings Earnings Call Transcripts
Fiscal Year 2026
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Revenue rose 1% year-over-year, but EBITDA and EPS declined due to higher overheads and lower education segment volumes. Cash reserves remain strong, with over ZAR 1 billion expected by December, and the group is poised for acquisitions pending regulatory clearance for Mustek.
Fiscal Year 2025
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Revenue grew 6.6% year-over-year, with gross profit up 14% and normalized operating profit rising 20.6%. Education and print segments face uncertainty due to curriculum changes and competitive pressures, while packaging remains steady. Mustek acquisition and digital investments are key strategic focuses.
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Group EBITDA rose to ZAR 394 million, aided by a ZAR 64 million derivative gain and improved print margins. The outlook is cautious, with education facing order volatility and ongoing pricing pressure in print and packaging. Recent acquisitions are expected to drive future value.