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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.
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Next Barloworld earnings date
H2 202524 Nov, 2025
Next Barloworld earnings date
H2 202524 Nov, 2025
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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.
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