)
Lycopodium (LYL) investor relations material
Lycopodium H1 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Executive summary
Reported revenue of $174.5 million for the half-year, up year-over-year, with NPAT of $18.3 million and a 10.5% NPAT margin, meeting internal targets and supported by strong operating cash flows.
Maintains a diversified client and commodity base across geographies, with a robust order book and pipeline valued at ~$1.3 billion.
Expanded global presence through new and enlarged offices, especially in the Americas and Middle East, and secured significant new project awards in gold, copper, and lithium.
Reorganized segment reporting to focus on Asia Pacific, Africa, Americas, and Other, reflecting its global footprint.
Financial highlights
Revenue for the period was $174.5 million, up 11.7% year-over-year; NPAT was $18.3 million; EBITDA reached $29.6 million.
Declared a fully franked interim dividend of 22.0 cents per share, totaling $8.7 million.
Cash and cash equivalents at period end were $80 million, with minimal debt and net tangible assets at $3.52 per share.
Return on equity was 11.7% for 1H FY26; equity up 11.8% year-over-year.
Committed contracts valued at $415 million, with a revenue opportunity pipeline of $1.3 billion, both up from the previous period.
Outlook and guidance
FY26 revenue guidance updated to $370–410 million; NPAT guidance $37–41 million, maintaining a target NPAT margin of ~10%.
Expects a strong second half, with utilization and headcount forecasted to increase into FY 2027.
Demand drivers remain strong in gold, copper, lithium, and critical minerals, with infrastructure investment supporting growth.
Directors recommended an interim dividend of 22.0 cents per share, reflecting confidence in future cash flows.
Next Lycopodium earnings date
Next Lycopodium earnings date
The essential earnings season companion
The #1 app for qualitative research. Live earnings calls, AI chat, transcripts, and more. All for free.
Live calls and transcripts
Listen to earnings calls, CMDs, investor conferences, and more – with a podcast-like experience.
Find what you need faster
Search for any keyword across all transcripts simultaneously.
Easily store key findings
Capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Your watchlist. Your dashboard.
Follow the companies that matter to you. Get a personalized feed with real-time updates.
Be the first to know
Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned.
Consensus estimates
Access analyst consensus estimates, valuation multiples, and revenue segments splits.
All IR material in one place
The easiest way to stay updated during earnings season.
Global coverage
All events from public companies. Live and recorded.
Just click and listen
No webcast links. No manual registrations.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
I can't remember the last time an app had such a positive impact on my investment process.
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
I can't remember the last time an app had such a positive impact on my investment process.
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
Frequently asked questions
Mobile app: Research anytime, anywhere with the #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.
Desktop (Quartr Pro): The leading platform for qualitative research, used daily by top firms and financial institutions.
Quartr API: Build custom solutions powered by live earnings calls, live transcripts, filings and reports, slide presentations, and more.
Explore our global coverage
)
)