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Cleanaway Waste Management
Cleanaway Waste Management (CWY) investor relations material
Cleanaway Waste Management H1 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.H1 2026 earnings summary25 Feb, 2026
Executive summary
Net revenue rose 13–13.7% year-over-year to between $1,875.3m and $2,205.8m, driven by Solid Waste Services and acquisitions of Contract Resources and Citywide Waste.
Underlying EBIT increased 16.9% to $228.2m, with margin expansion and strong operational performance; statutory profit after tax fell 49.5% to $37.5m due to $91.0m in significant items.
Interim dividend declared at 3.35 cents per share, up 19.6%, reflecting strong cash generation and confidence in future performance.
Completed strategy refresh and integration of major acquisitions, focusing on cost base review, digital enablement, and network optimization for long-term value creation.
Free cash flow was $74.2m, down 21.5% year-over-year due to catch-up tax, acquisition, and restructuring costs, but expected to strengthen in H2.
Financial highlights
Underlying EBIT margin improved to 12.2%, up 40 bps year-over-year; underlying EBITDA reached $439.3m, up 14.6%.
Underlying NPAT rose 17.8% to $109.7m; EPSA up 18.2% to 5.2c; ROCE at 9.4% (up 80 bps), ROIC at 6.3% (up 60 bps).
Net debt rose to $2,307.6m, leverage ratio at 2.32x, interest cover at 8.48x, and gearing at 43.3%.
Dividend payout ratio at 68.4% of underlying NPAT, at the upper end of the 60–75% range.
Basic EPS: 1.7 cents, down from 3.3 cents year-over-year; net tangible assets per security: (19.5) cents.
Outlook and guidance
Upgraded FY26 underlying EBIT guidance to $480m–$500m, implying 19% year-on-year growth, driven by organic growth, acquisition synergies, and cost review benefits.
CapEx guidance unchanged at ~$415m for FY26, with capital intensity at a five-year low and focus on fleet renewal.
Free cash flow expected to accelerate in H2 and FY27 as tax payments normalize and capital intensity falls.
Recurring annualized cost savings of at least $35m expected from FY27.
No material events or changes in outlook reported post-period end.
Drivers for 2H FCF significantly stronger projection
Beyond capex, what are safety incident impacts?
Source and sustainability of indirect cost savings?
CPA impairment and C&D rationalisation rationale
EPA landfill levy dispute: financial impact?
Debt facility headroom reduction implications
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Next Cleanaway Waste Management earnings date
H2 202619 Aug, 2026
Cleanaway Waste Management
Next Cleanaway Waste Management earnings date
H2 202619 Aug, 2026
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Frequently asked questions
Cleanaway Waste Management Limited, formerly known as Transpacific Industries Group Ltd., is a waste management company in Australia. The company's extensive operations cover various segments, including solid waste services, which encompass the collection, recovery, and disposal of all types of solid waste; industrial & waste services, offering a wide range of services for infrastructure, industrial sectors, and more; and health services, focusing on the safe treatment and disposal of health-related waste. The company is headquartered in Melbourne, Australia, and its shares are listed on the ASX.
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