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Brambles (BXB) investor relations material

Brambles H2 2025 earnings summary

Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
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H2 2025 earnings summary21 Aug, 2025

Executive summary

  • Achieved sales revenue growth of 3% to US$6,670m and underlying profit growth of 10% to US$1,372m year-over-year, with free cash flow before dividends exceeding US$1,095m for the first time.

  • Transformation program delivered structural improvements, enhanced customer value proposition, and digital investments, supporting resilience and capital efficiency.

  • Declared a total dividend of $0.3983 per share, up 17% from FY24, and completed $400m in share buybacks in FY25.

  • Announced additional buybacks of up to $400m for FY26 and outlined a new 2030 sustainability program, with significant ESG achievements and global recognition.

Financial highlights

  • Net new business wins offset lower like-for-like volumes amid subdued consumer demand; sales revenue grew 3% to US$6,670m and underlying profit rose 10% to US$1,372m.

  • Underlying profit margin expanded by 1.3 points to 20.6%, driven by asset efficiency, supply chain initiatives, and disciplined overhead cost management.

  • ROCE/ROCI increased 1.4 points to 21.9%; EPS grew 14% with a 1% benefit from share buybacks.

  • Profit after tax from continuing operations rose 13%, aided by lower net finance costs and a gain from the CHEP India divestment.

  • Free cash flow before dividends increased by US$212m to US$1,095m.

Outlook and guidance

  • FY26 sales revenue growth expected between 3% and 5%, with underlying profit growth of 8% to 11%.

  • Free cash flow before dividends forecasted at US$850–950m; pooling CapEx to sales ratio expected at 14–16%.

  • Margin expansion anticipated across all regions, with supply chain productivity expected to be margin accretive from FY26.

  • Overhead restructuring to deliver a net benefit of $15m in FY26 and $55m annualized in FY27.

  • Continued focus on operating leverage, digital transformation, and capital efficiency.

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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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