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Brambles (BXB) investor relations material
Brambles AGM 2025 summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.AGM 2025 summary23 Oct, 2025
Opening remarks and agenda
Meeting opened with confirmation of quorum, safety briefing, and introduction of directors and auditors.
CEO was absent due to personal reasons; Chair covered both Chair and CEO addresses.
Procedures for asking questions and voting were explained for both in-person and webcast attendees.
The Chair, John Mullen, and Remuneration Committee Chair, Maxine Brenner, delivered opening addresses.
Financial performance review
Achieved a 4-year compound annual growth rate of 8% in revenue and 14% in underlying profit at constant currency.
Free cash flow before dividends averaged $640 million over four years, exceeding $1 billion for the first time in 2025.
Basic EPS from continuing operations grew 14%, aided by a $403 million share buyback.
FY 2025 sales revenue rose 3% at constant currency, with underlying profit up 10% and margin expansion of 1.3 points.
FY 2026 outlook reconfirmed: sales revenue growth 3–5%, profit growth 8–11%, free cash flow $850–950 million.
Board and executive committee updates
Elections and re-elections were held for directors: Vic Bansal, Maxine Brenner, Anthony John Palmer, Kendra Fowler Banks, and James Richard Miller.
Cameron McIntyre stepped down as non-executive director at the meeting's conclusion.
Participation of Executive Director Graham Chipchase in the Performance Share Plan and MyShare Plan was approved.
Detail the 4 value sources from Serialization+
Why increase FY28 margin expansion target?
Explain the shift to nature-based metrics for 2030.
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Next Brambles earnings date
Q1 2026 TU7 Dec, 2025
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Frequently asked questions
Brambles Ltd. engages in the provision of supply-chain logistics. It operates through the following segments: CHEP, IFCO and Recall. The CHEP segment provides pallets and containers on rental basis to manufacturing, retailing, mining and fresh produce businesses. The IFCO segment offers pooling solution of reusable plastic crates for fresh food packing primarily to growers, supermarkets and other fresh food producers by leveraging existing infrastructure of Brambles companies globally. The Recall segment involves in the digital infrastructure required to manage large scale product recalls in the healthcare market.
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