New Zealand · Delayed Price · Currency is NZD Skellerup Holdings Earnings Call Transcripts
Fiscal Year 2026
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Record H1 FY 2026 results with double-digit growth in revenue, EBIT, and NPAT, driven by strong international demand in both industrial and agri divisions. Guidance for FY 2026 NPAT was raised, though management remains cautious due to tariffs, FX, and geopolitical risks.
Fiscal Year 2025
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Record financial results were achieved, with strong growth in both agri and industrial divisions. Strategic focus includes U.S. market expansion, manufacturing capability, and environmental initiatives. Board succession, governance, and dividend strength were highlighted.
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Record EBIT and revenue growth were achieved, driven by strong international demand and new product launches, despite tariff and freight headwinds. FY 2026 faces a $4–5 million tariff cost, but management expects to offset this through continued growth and operational resilience.
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Record first half results driven by strong Agri rebound and margin improvements, with robust cash flow and increased dividend. Strategic inventory build mitigates tariff and supply risks, while new product launches and international expansion support future growth.
Fiscal Year 2024
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Record EBIT and cash flow were achieved despite global challenges, with a seamless CEO transition and continued focus on incremental growth, supply chain resilience, and product innovation. Shareholders approved director re-elections, a fee pool increase, and auditor remuneration.
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Record EBIT and operating cash flow were achieved, driven by international growth and operational improvements, despite a slight revenue decline and one-off tax impacts. Dividend increased 9% with a 94% payout ratio, and net debt fell 43%.