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Codan
Codan (CDA) investor relations material
Codan H1 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.H1 2026 earnings summary19 Feb, 2026
Executive summary
Group revenue rose 29% year-over-year to $393.5 million, with EBIT up 52% and NPAT up 55% to $71.2 million, reflecting strong organic growth and a full first-half contribution from the Kägwerks acquisition.
Both Communications and Metal Detection segments delivered robust growth, with Metal Detection particularly strong due to gold detector demand in Africa and new product launches.
Interim dividend declared at 19.5 cents per share, fully franked, up 56% year-over-year.
Continued investment in people, processes, and systems to support future growth initiatives.
CFO Michael Barton will retire after FY26, with Kayi Li named as successor, ensuring a smooth transition and continuity in financial leadership.
Financial highlights
Revenue: $393.5 million (up 29% year-over-year), driven by organic growth and full-period Kägwerks contribution.
EBIT: $99.8 million (up 52% year-over-year); NPAT: $71.2 million (up 55%); EPS: 39.2 cents (up 54%).
Gross margins increased 58%; NPAT margin improved to 18.1%.
Fully franked interim dividend of 19.5 cents per share, up 56% from prior period.
Net debt at $88.2 million, with leverage at 0.4x EBITDA and significant undrawn debt facilities.
Outlook and guidance
Communications expected to deliver FY26 revenue growth within 15–20% target range, supported by strong demand and Kägwerks.
Metal Detection (Minelab) H2 revenue expected to be at least in line with H1, supported by favorable gold prices and new product launches.
Focus remains on margin expansion in communications, targeting 30% by FY27.
Positive market conditions anticipated in both core segments.
Continued investment in engineering and technology leadership, with capacity for further acquisitions.
Communications margin path to 30% by FY27?
Minelab's 45% segment margin sustainability?
Acquisition strategy and target areas?
Minelab 45% segment margin sustainability?
US Comms market entry strategy and timeline?
M&A strategy in high-multiple defense market?
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Next Codan earnings date
H2 202620 Aug, 2026
Codan
Next Codan earnings date
H2 202620 Aug, 2026
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Frequently asked questions
Codan Limited is an international company specializing in the design, development, and manufacture of electronic communications equipment. With a focus on metal detection and land mobile radio (LMR) equipment, Codan serves a variety of markets, including government, corporate, non-governmental organizations (NGOs), and consumers globally. The company's product portfolio is known for its ruggedness and reliability, catering to the needs of clients like United Nations organizations, mining companies, security and military groups, government departments, and private individuals. The company is headquartered in Adelaide, South Australia, and its shares are listed on the Australian Securities Exchange.
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