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Lindsay Australia
Lindsay Australia (LAU) investor relations material
Lindsay Australia H1 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.H1 2026 earnings summary22 Feb, 2026
Executive summary
Revenue rose 24.8% year-over-year to $540.3 million, driven by organic growth, the SRT Logistics acquisition, and strong horticultural volumes in Queensland and Western Australia.
Underlying EBITDA increased 16.0% to $66.4 million, reflecting both organic expansion and SRT contributions.
SRT Logistics acquisition completed July 1, 2025, expanded the geographic footprint, diversified earnings, and integration is ahead of expectations, delivering synergies and supporting double-digit EPS growth.
Network expansion and facility upgrades completed in Perth, Adelaide, and Tasmania, supporting scalable growth.
Investment in safety, people, and systems led to a 30% reduction in lost time injuries and improved LTIFR to 12.9.
Financial highlights
Group revenue increased 24.8% to $540.3 million, driven by acquisitions and core growth across all divisions.
Underlying EBITDA rose 16% to $66.4 million; underlying NPAT flat at $15.8 million due to higher depreciation and interest.
Fully franked interim dividend of 2.1 cents per share declared, payout ratio 59.2%.
Underlying EPS dropped 14% due to share issuance for SRT acquisition; pro forma EPS (including SRT for 12 months) up 13% year-over-year.
Invested capital reached $425 million at period end, up 47.2% year-over-year.
Outlook and guidance
Medium to long-term fundamentals remain strong, supported by population growth and higher freight demand.
Near-term trading conditions remain competitive, with ongoing pricing pressure and elevated operating costs.
Focus for the second half is on margin improvement, terminal efficiency, and further SRT and GJ integration.
Expectation to deliver over $1 billion in revenue for FY 2026.
Expansion into non-seasonal categories (dairy, protein, secondary freight) to improve earnings resilience.
Margin improvement strategy in competitive market
Key drivers for SRT's double-digit EPS growth
Utilizing new Adelaide/Perth capacity for growth
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Next Lindsay Australia earnings date
H2 202623 Aug, 2026
Lindsay Australia
Next Lindsay Australia earnings date
H2 202623 Aug, 2026
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Frequently asked questions
Lindsay Australia Limited is an Australian company providing logistics, rural supply, and transport services primarily to the agricultural sector. The company’s operations include temperature-controlled road and rail transport, freight logistics, and the distribution of agricultural supplies such as fertilizers, chemicals, and packaging materials. Lindsay Australia supports farmers and agribusinesses by ensuring efficient transport of fresh produce and other goods across the country. The company is headquartered in Brisbane, Queensland, and its shares are listed on the ASX.
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