Lycopodium
Logotype for Lycopodium Limited

Lycopodium (LYL) investor relations material

Lycopodium H1 2026 earnings summary

Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
Logotype for Lycopodium Limited
H1 2026 earnings summary18 Feb, 2026

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.

Analyze cost increases impacting profit margin
Quantify SAXUM's contribution to Americas growth
Investigate Mondium JV's shift to a loss
How project delays affect utilization
SAXUM: Strategic value vs. standalone performance
Middle East expansion strategy
Partial view of Summaries dataset, powered by Quartr API
AI can get things wrong. Verify important information.
Research faster. Power your platform.

Next Lycopodium earnings date

Logotype for Lycopodium Limited
H2 202619 Aug, 2026
Lycopodium
Your earnings 
season toolkit.
Download
Free on both iOS & Android.

Next Lycopodium earnings date

Logotype for Lycopodium Limited
H2 202619 Aug, 2026

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.

Research anytime, anywhere

Built for professionals. Loved by everyone. Try our free mobile app.

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.
App-store-avatar.png play-store-avatar.png
Leroy DaleyApp Store
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.
play-store-avatar
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
App-store-avatar.png play-store-avatar.png
anuj283App Store
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.
App-store-avatar.png play-store-avatar.png
Leroy DaleyApp Store
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.
play-store-avatar
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
App-store-avatar.png play-store-avatar.png
anuj283App Store
I can't remember the last time an app had such a positive impact on my investment process.
x-avatar
@ankurshah47_ x.com
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.
App-store-avatar.png play-store-avatar.png
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
x-avatar
@theshortbearx.com
I can't remember the last time an app had such a positive impact on my investment process.
x-avatar
@ankurshah47_ x.com
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.
App-store-avatar.png play-store-avatar.png
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
x-avatar
@theshortbearx.com

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.

Quartr provides global coverage of all investor relation material from public companies.

  • 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.

Yes, the Quartr mobile app is free on both iOS and Android.

Yes. Quartr provides global, industry-leading live coverage of company events such as regular earnings calls, capital markets days, M&A announcements, and investor conferences. Live with zero delays. Just click and listen.

Yes, capturing important takeaways is as simple as it gets. Even during your lunch run or commute.

Yes. Follow the companies that matter to you. Get a personalized feed with real-time updates, a tailored earnings calendar, and instant alerts when earnings calls go live.

Yes. Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned, regardless of who's talking.

Explore our global coverage