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Master Drilling Group (MDI) investor relations material
Master Drilling Group H1 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.H1 2025 earnings summary26 Aug, 2025
Executive summary
Revenue increased 4.9% year-over-year to $133.2 million, reaching a record high despite global market uncertainty.
Strong order book and pipeline totaling $515 million, with $305 million in committed orders, supporting future growth.
Profit after tax surged 399% to $18.1 million, driven by a $4.6–$4.7 million impairment reversal.
Strategic focus on geographic expansion, automation, digital transformation, and technology investments.
Safety performance: LTIFR at 1.38, with five lost time injuries in H1 2025.
Financial highlights
EBITDA margin at 21–21.1%, with EBITDA of $28.1 million; headline EPS up 6.7% to 9.6 cents USD.
Net asset value per share at 148 cents USD, up 9.6%, trading at a 40% discount to NAV.
Return on capital at 17.5%, exceeding WACC; return on equity at 12–16.3%.
Cash generated from operations was $11–22 million; capital spend $13.8–14 million, mostly for maintenance and remote drilling tech.
Gearing ratio at 10.5%, up from 6.3%; working capital days at 71.
Outlook and guidance
Utilization expected to improve in H2, with ARPOR for large rigs above $200,000.
$3 million committed for capital in H2; R&D spend targeted at 1.25% of revenue (~$2 million).
Focus on further internationalization, open pit mining, digital/automation, and ESG investments.
Long-term contracts and diversified footprint provide stability and risk mitigation.
Sales pipeline at $515 million, with high probability of near-term conversion.
Shaft sinking project commercialization timeline
Open pit strategy: How will it be executed?
EBITDA margin target: What drives the gap?
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Next Master Drilling Group earnings date
H2 202524 Mar, 2026
Next Master Drilling Group earnings date
H2 202524 Mar, 2026
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Frequently asked questions
Master Drilling Group Limited is a South African company specializing in drilling services for the mining, exploration, and energy sectors. The company provides a range of services, including raise boring, exploration drilling, and support for mechanized mining operations, with a focus on innovative drilling solutions for both surface and underground projects. Master Drilling operates globally, offering customized drilling technologies to enhance safety, efficiency, and cost-effectiveness in challenging geological conditions. The company is headquartered in Fochville, South Africa, and its shares are listed on the JSE.
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