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Edge16 Oct 2026
Winner, Winner: The Chicken McNugget Story
How a 1940s breeding contest, a Cornell food scientist, and a hedge by Ray Dalio helped McDonald's turn the Chicken McNugget into a fast-food icon.
Lycopodium
Lycopodium (LYL) investor relations material
Lycopodium AGM 2026 presentation summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.AGM 2026 presentation summary12 Nov, 2026
Business profile
Founded in 1992; integrated engineering, project, construction and asset-management services across the project lifecycle, with 1,500+ staff, 18 offices and 30+ years of experience.
Services span evaluation, process and engineering, project delivery and asset optimisation, including studies, design, EPCM/EPC, commissioning and operations support.
FY26 financial performance
Revenue $377.5m, up 11% YoY; EBITDA $59.5m and PBT $52.5m, both down 13% YoY.
NPAT $40.2m, down 5% YoY; NPAT margin 10.6%, down 1.8pp; ROE 25.0%, down 5.4pp; EPS 101.1c, down 5%.
Fully franked DPS 59c, including 22c interim and 37c final, up 69% YoY; cash at bank $106.2m, up 34% YoY.
Strong balance sheet with minimal debt and strong operating cash flows; equity $170.7m, up 13% vs FY25, and NTA $3.92 per share.
Portfolio and operating scale
More than 90 resource studies and 50+ resource projects; study capital value $11.4bn, up 19% vs 31 Dec 2025; managed capex in delivery $4.9bn, up 32%.
Committed contracts $661m, up 59% vs 31 Dec 2025; revenue opportunity pipeline ~$1.4bn, up 8%.
At 30 June 2026, 8,961,088 controlled service hours; rolling 12-month LTIFR 0.00 and TRIFR 0.67.
FY26 exposure spans Africa, APAC, the Americas and other regions, with diversified client types and commodities across studies and projects.
Project activity includes awards and early works at San Cristóbal, Katanning, Pilgangoora and Havieron; ramp-ups at Blackwater and Winu; and projects in advanced delivery including Baomahun, Koné, Twin Hills and Nyanzaga.
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Latest events from Lycopodium
- FY27 guidance targets up to 54% revenue growth, 40% NPAT growth, and 70% revenue committed.LYL
H2 2026 - 1H FY26 revenue $174.5M, NPAT $18.3M; strong outlook driven by Americas growth and minerals demand.LYLH1 2026
- FY25 saw strong financials and project wins, with FY26 guidance signaling further growth.LYLAGM 2025 Presentation
- Record FY25 results and global expansion position the business for continued strong growth.LYLH2 2025
- Record FY2024 revenue and profit, strong outlook driven by energy transition and global expansion.LYLH2 2024
- $167.4M revenue, $25.2M NPAT, and SAXUM deal drive global growth and FY25 outlook.LYLH1 2025
Next Lycopodium earnings date
H1 202717 Feb, 2027
Lycopodium
Next Lycopodium earnings date
H1 202717 Feb, 2027
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Frequently asked questions
Lycopodium Limited is an Australia-based engineering and project management consultancy, primarily serving the mining, resources, and infrastructure sectors. The company provides a range of services including feasibility studies, engineering design, project delivery, and asset management. Lycopodium supports clients through the entire project lifecycle, from concept development to operations support, specializing in delivering complex projects in mineral processing, energy, and industrial processes. The company is headquartered in Perth, Western Australia, and its shares are listed on the ASX.