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LGI
LGI (LGI) investor relations material
LGI 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
Statutory EBITDA rose 33.1% year-over-year to $9.66M for H1 FY26, with NPAT up 28.4% to $3.08M and strong operational performance across all divisions.
Revenue from ordinary activities increased 20.2% to $20.32M, supported by higher biogas flows and renewable electricity generation.
Successfully completed capital raising of ~$56M, using proceeds to pay down debt and fund expansion beyond 80MW capacity.
Interim fully franked dividend increased to 1.25 cents per share, payable March 2026.
Expanded contracted site portfolio to 36, with two new landfill gas rights contracts and three new gas collection systems.
Financial highlights
Net revenue increased 21% year-over-year to $18.83M, with gross profit up 26.2% to $15.5M and gross margin expanding to 76%.
EBITDA margin improved to 51.3% (up from 47%), and EBIT margin to 28.1%.
Operating cash flow and cash conversion declined due to timing of ACCU contract settlements and higher tax payments.
Net tangible asset backing per share rose 77.1% to $0.995.
Diluted EPS up 22% to 3.3 cents.
Outlook and guidance
Reaffirmed FY26 EBITDA guidance, expecting a 25%-30% increase over FY25, with stronger performance anticipated in the second half.
Strategic pipeline targets expansion from 21MW to over 80MW, with key projects in Canberra, Belrose, and Nowra progressing on schedule.
Continued investment in gas capture infrastructure and expansion of renewable generation and carbon abatement capacity.
EBITDA cash conversion drop drivers?
Debt paydown strategy and capital allocation
Infrastructure segment outlook and strategy
Future electricity price uplift expectations
Progress on projects beyond 56MW target
Financial impact of new ACCU regulations
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Next LGI earnings date
H2 202611 Aug, 2026
LGI
Next LGI earnings date
H2 202611 Aug, 2026
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Frequently asked questions
LGI Limited is an Australian environmental services company focused on renewable energy generation and greenhouse gas emission reduction. The company specializes in capturing and converting landfill gas into clean energy, reducing methane emissions from waste sites and producing renewable electricity. LGI provides services such as landfill gas extraction, monitoring, and compliance solutions, supporting sustainable waste management practices and contributing to Australia’s renewable energy targets. The company also develops carbon credits through its emissions reduction activities, offering environmental benefits to clients and communities.The company is headquartered in Brisbane, Queensland, and its shares are listed on the ASX.
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