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Adairs (ADH) investor relations material
Adairs H2 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.H2 2025 earnings summary27 Aug, 2025
Executive summary
Group sales grew 6.5% to $618m, with record results for Adairs (+9.5%) and Mocha/Mocka (+14.7%), while Focus on Furniture sales declined 6.5%.
Underlying group EBIT increased 1.4% to $55.2m, driven by 21%+ EBIT growth in Adairs and Mocha/Mocka, offset by a 36%+ EBIT decline in Focus.
Vision 2030 strategy launched, focusing on customer engagement, brand distinctiveness, operational excellence, technology, and long-term foundations.
Leadership renewal and new governance structure implemented.
Net debt increased to $67.6m, with gearing at 1.0x EBITDA.
Financial highlights
Group sales reached $618m, up 6.5% year-over-year; Adairs $442m (+9.5%), Mocha/Mocka up 14.7%, Focus $117.9m (-6.5%).
Group underlying EBIT $55.2m, in line with guidance and slightly ahead of last year.
Group gross margin declined 140bps to 58.9%; EBIT margin fell 50bps to 8.9%.
Inventories increased 14.7% to $96m, with excess stock being cleared in Q1 FY26.
Final fully franked dividend of 4c/share, total FY25 dividend 10.5c/share (72% payout).
Outlook and guidance
FY26 is a foundation/transition year for Vision 2030, focusing on sustainable growth, operational efficiency, and productivity improvements.
Q1 FY26 group sales up 22.6% year-over-year; Adairs +26.6%, Focus +6.7%, Mocha Australia +52%, Mocha NZ +22%.
Group gross margin in Q1 FY26 expected to be 300bps below last year, with improvement anticipated in Q2 as promotions normalize.
Store expansion: Adairs to open 3–5 new stores and upsize 3–4; Focus to add 3–5 stores and refurbish 3–5; Mocha/Mocka to open first standalone store.
FY26 capex expected at $12–15m, plus $13–15m for Adairs technology upgrade; 75% of FY26 USD purchases hedged at US$0.64.
Adairs new promo strategy: margin impact?
Mocka store rollout strategy and metrics?
Focus on Furniture: drivers of sales rebound?
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AGM 202522 Oct, 2025
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Frequently asked questions
Adairs Limited operates as a specialty retailer of home decoration and furnishing products in Australia and New Zealand. It offers bedroom and bathroom linens, dining and kitchen products, rugs, kids decor, and decorator items, as well as cushions, throws, storage solutions, wall and mirrors, candles, gifts, furniture, and lighting. The company also sells its products through various e-commerce sites; digital catalogs; retail apps; and in-store kiosks. In addition, it licenses its brand of homeware products to other retailers. Adairs Limited was founded in 1918 and is based in Scoresby, Australia.
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