)
Investor Relations14 Oct 2025
Boost Your Earnings Season Strategy With Real‑Time Alerts
Quartr Pro provides real time alerts, trend analysis and live coverage, giving analysts and investors instant insights to act faster in earnings.
Barloworld (BAW) investor relations material
Barloworld H1 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.H1 2025 earnings summary26 May, 2025
Executive summary
Group revenue for the six months ended 31 March 2025 declined 5.8% to R18.1bn; excluding VT, revenue was down 2.2% to R16.8bn.
EBITDA margin remained stable at 12.4%; excluding VT, EBITDA margin improved to 12.5% from 11.9% year-over-year.
Operating profit from core trading activities was R1.6bn, down 14.3% year-over-year; excluding VT, operating profit rose 1.3% to R1.5bn.
Interim dividend declared at 120 cps, down from 210 cps in 1H24, in line with dividend policy.
Group focused on core verticals, portfolio optimisation, and disciplined capital allocation.
Financial highlights
Group headline earnings per share (HEPS) fell 20.5% to 423 cps; normalised HEPS (excl. VT) was 356 cps, flat year-over-year.
Free cash outflow of R2.8bn, mainly due to increased working capital investment, expected to reverse in H2.
Net debt increased to R4.8bn from R3.2bn in March 2024, mainly due to cyclical working capital needs.
Return on invested capital (ROIC) at 11.8% (target >14%), and return on equity (ROE) at 10.1% (target >15%).
Net finance costs decreased by 24.2% to R518mn, reflecting lower rates and reduced floor plan utilisation.
Outlook and guidance
Cautious outlook for the remainder of 2025 amid subdued mining activity, geopolitical uncertainty, and volatile commodity markets.
Order book in Equipment southern Africa up 25.3% year-over-year to R3.6bn, with growth expected in Zambia.
Mongolia business expects moderation in prime product activity; order book at $21m, with coal comprising 77%.
Ingrain expects margin reprieve from easing maize prices and volume recovery in H2.
VT expected to trade at breakeven levels amid fragile stability and tight constraints.
Assess VT's BIS investigation impact.
Explain Ingrain's maize supply outlook.
Detail Barlow Park's social impact.
Partial view of Summaries dataset, powered by Quartr API
Research faster. Power your platform.
Next Barloworld earnings date
H2 202524 Nov, 2025
Next Barloworld earnings date
H2 202524 Nov, 2025
The essential earnings season companion
The #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.
Live calls and transcripts
Listen to earnings calls, CMDs, investor conferences, and more – with a podcast-like experience.
Find what you need faster
Search for any keyword across all transcripts simultaneously.
Easily store key findings
Capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Your watchlist. Your dashboard.
Follow the companies that matter to you. Get a personalized feed with real-time updates.
Be the first to know
Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned.
Consensus estimates
Access analyst consensus estimates, valuation multiples, and revenue segments splits.
All IR material in one place
The easiest way to stay updated during earnings season.
Global coverage
All events from public companies. Live and recorded.
Just click and listen
No webcast links. No manual registrations.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
)
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
)
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
I can't remember the last time an app had such a positive impact on my investment process.
)
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
I can't remember the last time an app had such a positive impact on my investment process.
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
Related articles
)
Edge3 Oct 2025
Epiroc: A Culture of Moving Mountains
From automation to electrification, Swedish industrial giant Epiroc is leading a transformation in how the world mines.
)
Company Research22 Sep 2025
Moody's: Shaping Global Credit
Explore Moody's evolution from publishing manuals to becoming a giant in credit ratings, guiding issuers, investors, and regulators worldwide.
Frequently asked questions
Barloworld Limited is an industrial brand management company that specializes in the processing, distribution, and provision of services across two primary sectors: Industrial Equipment & Services and Consumer Industries. Its Industrial Equipment division offers earthmoving equipment, industrial services, and power systems, catering to the operational needs across mining, construction, and power solution sectors. The Consumer Industries business, known as Ingrain, supplies essential ingredients for a variety of products in the food and beverages, paper, pharmaceuticals, building materials, and adhesives industries, among others. Barloworld operates in multiple geographies, demonstrating a strong capability in developing businesses in diverse territories, including those with high growth prospects. The company is headquartered in Johannesburg, South Africa, and its shares are listed on the Johannesburg Stock Exchange.
Quartr provides global coverage of all investor relation material from public companies.
Mobile app: Research anytime, anywhere with the #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.
Desktop (Quartr Pro): The leading platform for qualitative research, used daily by top firms and financial institutions.
Quartr API: Build custom solutions powered by live earnings calls, live transcripts, filings and reports, slide presentations, and more.
Yes, the Quartr mobile app is free on both iOS and Android.
Yes. Quartr provides global, industry-leading live coverage of company events such as regular earnings calls, capital markets days, M&A announcements, and investor conferences. Live with zero delays. Just click and listen.
Yes, capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Yes. Follow the companies that matter to you. Get a personalized feed with real-time updates, a tailored earnings calendar, and instant alerts when earnings calls go live.
Yes. Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned, regardless of who's talking.
Explore our global coverage