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Cleanaway Waste Management (CWY) investor relations material
Cleanaway Waste Management AGM 2026 summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Opening remarks and agenda
Michael Kelly chaired in Samantha Hogg’s absence; the hybrid AGM covered FY 2026 performance, the CEO’s trading update, formal resolutions, and shareholder questions.
Poll voting covered the remuneration report, director elections, CEO performance rights, and a conditional spill resolution; 1.487 billion proxy votes represented 66.32% of issued capital.
Financial performance review
FY 2026 underlying EBIT rose 14.2% to $470.2 million; net revenue increased 13.1% to ~$3.7 billion, return on capital reached 9.7%, and underlying EPS was $0.10.
Free cash flow rose ~64% to $213.8 million; Solid Waste Services and Contract Resources performed strongly, while health, industrial, and oil and technical services weighed on organic growth.
FY 2027 EBIT guidance of $500 million to $530 million was reaffirmed; the outlook includes Solid Waste Services growth and expected recovery in health, oil and technical, and industrial services.
Board and executive committee updates
Vanessa Guthrie joined the board in February 2026; the board cited her experience as strengthening its breadth and capabilities, and unanimously supported her election.
Samantha Hogg was appointed Chair in July 2026 and stood for re-election; the board unanimously supported her. Clive Stiff also stood for re-election with board support.
Clive Stiff became Human Resources Committee Chair in July 2026 and serves on the Audit and Risk Committee.
- Underlying EBIT up 14.2% to $470.2M, with FY27 guidance of $500–$530M and a takeover bid at a 32–34% premium.CWY
H2 2026 - Margin expansion, digitization, and network optimization drive growth and efficiency.CWY
Investor Day 2026 - Upgraded FY26 EBIT guidance on strong revenue, margin expansion, and acquisition synergies.CWY
H1 2026 - Strong results and growth plans balanced by safety incidents and shareholder concerns.CWY
AGM 2025 - Double-digit EBIT and EPS growth, margin expansion, and strong FY26 EBIT guidance.CWY
H2 2025 - Double-digit profit growth, strategic expansion, and renewed safety focus drive future confidence.CWY
AGM 2024 - Underlying EBIT up 18.9% to $359.2m, margin 11.2%, and FY25 EBIT guided at $395–$425m.CWY
H2 2024 - $377m acquisition accelerates DD&R growth, expands market, and delivers strong financial accretion.CWY
M&A Announcement - Double-digit EBIT growth and margin expansion achieved, with FY25 guidance reaffirmed.CWY
H1 2025
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