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IVE Group (IGL) investor relations material
IVE Group H2 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.H2 2025 earnings summary26 Aug, 2025
Executive summary
Achieved all key guidance metrics for FY25, including an earnings upgrade in June, with significant increases in profit metrics and margin expansion.
Realized full synergies from Avado/Ovato and Jackpack/JacPak acquisitions, supporting operational efficiency.
Growth initiatives advanced, including packaging capacity expansion, 3PL relocation, and Sydney supersite consolidation.
Extensive consumer research confirmed catalogs' effectiveness, with 83% of readers taking action and $14.50 earned per $1 invested.
Customer base remains diverse, with top 20 customers accounting for 40% of revenue and high product cross-sell rates.
Financial highlights
Revenue was $955M, down 1.6% year-over-year, impacted by a softer economy and election uncertainty.
EBITDA rose 7% to $136.7M; EBITDA margin increased to 14.3% from 13.2%.
Gross profit margin improved to 49.3% from 46.7% year-over-year.
NPAT increased 21% to $52M; EPS up 20% to 33.7¢.
Operating cash conversion of EBITDA at 101.9%.
Outlook and guidance
FY26 underlying NPAT guidance: $50–54M, including a $2.5M adverse non-cash AASB 16 timing difference.
Excludes expected LASU/Lasoo operating loss of ~$4M post-tax and $10M post-tax relocation costs.
Capital expenditure for FY26 expected at $42M, including packaging build-out and site fit-outs, reverting to $15–20M p.a. from FY27.
Annual dividend expected to remain steady at $0.18 per share.
Ongoing focus on strategic acquisitions, especially in 3PL, merchandise, apparel, creative, and content.
Lasoo's path to breakeven and profit by FY30?
Acquisition strategy: target sectors and timeline?
What supports sustained gross margin at 49.3%?
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Next IVE Group earnings date
H1 202623 Feb, 2026
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Frequently asked questions
IVE Group Limited is a marketing and communications services provider offering a range of integrated solutions across multiple channels. The company’s services include strategy, creative design, digital marketing, print management, data-driven communications, and logistics. It caters to clients across various industries by delivering tailored solutions for branding, customer engagement, and marketing campaigns. The company is headquartered in Sydney, Australia, and its shares are listed on the ASX.
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