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Dicker Data (DDR) investor relations material
Dicker Data H1 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.H1 2025 earnings summary28 Aug, 2025
Executive summary
Gross revenue for H1 FY25 reached $1.84B, up 15.7% year-over-year, driven by enterprise, mid-market, PC refresh, and AI-related deals.
EBITDA increased 9.4% to $75.4M, with net profit after tax up 11.1% to $39.4M and EPS up 10.9% to 21.8¢.
Recurring software revenue approached $500M for the half, up 23%, with strong growth in cybersecurity and new vendor contributions.
Strategic focus on AI, cybersecurity, and consultative value-added services, with new partnerships and vendor additions fueling growth.
Selected as distribution partner for Australia’s first sovereign AI factory, with further stages and an AI proof-of-concept facility launched.
Financial highlights
Gross revenue reached $1.8B, a 15.7% year-over-year increase for H1 FY25.
EBITDA rose 9.4% to $75.4M, with operating profit before tax up 13.3% to $57.6M.
Net profit after tax increased 11.1% to $39.4M, and EPS was 21.8¢.
Net debt decreased by $6.3M to $299.5M, with improved working capital and sufficient credit capacity.
Fully franked dividends of 22.0¢ per share paid in H1 FY25.
Outlook and guidance
FY25 revenue guidance set at $3.7–$3.8B, targeting 10–13% growth.
Operating profit before tax expected between $120M and $124M, with PBT margin of 3.2–3.4%.
H2 expected to be stronger than H1, with continued momentum in AI, PC refresh, and cybersecurity.
SMB device sales remain soft, with recovery not assumed in guidance; upside if SMB rebounds.
Further AI ecosystem partnerships and contributions from the AI factory project anticipated.
Enterprise shift impact on future margins?
Future AI factory stages contribution?
How will SMB device sales be revitalized?
AI deal margin profile and sweet spot
What triggers SMB recovery for Dicker Data?
What drives international expansion strategy?
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Next Dicker Data earnings date
H2 202526 Feb, 2026
Next Dicker Data earnings date
H2 202526 Feb, 2026
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Frequently asked questions
Dicker Data Limited is an Australia-based technology distribution company specializing in the supply of hardware, software, and cloud solutions. The company partners with global technology vendors to deliver IT products and services to resellers, system integrators, and managed service providers. Dicker Data supports its customers with pre-sales, configuration, and technical expertise, focusing on sectors such as enterprise, government, and small to medium-sized businesses.The company is headquartered in Kurnell, Australia, and its shares are listed on the ASX.
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