)
Mitchell Services (MSV) investor relations material
Mitchell Services AGM 2026 presentation summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Market profile
ASX symbol MSV; 212,450,530 shares on issue, share price A$0.60 and market capitalisation A$127.5m as at 19 Oct 2026.
Shareholder mix: retail investors 58.6%, institutional investors 21.3% and Mitchell Group 20.1%.
FY26 overview
Global mining majors generated 75% of revenue; gold represented ~60%, and production, development and resource definition drilling contributed 80%.
Exposure to the metalliferous sector increased, alongside expansion into new jurisdictions; safety performance was supported by critical control verification processes.
FY26 was described as a step-change year, with net cash and capacity to grow; rig count was expected to increase in FY27.
Capital management performance
Net debt improved by $42.5m over four years, moving from $39m net debt to $3.5m net cash.
Since late FY22, $73.5m of capital was redeployed; $31m went to shareholder returns through dividends and buy-backs, equal to ~30% of market capitalisation.
FY26 fully franked dividends were 6cps, with an ~85% payout ratio; FY26 EPS was 7.2cps versus a 2.0cps average in FY22–FY25.
- Electrification, safety systems and social partnerships shape a lower-emissions growth path.MSV
Investor presentation - Record Q1 earnings and 10 new rig contracts support a pathway to 80 operating rigs.MSV
Q1 2027 - EBITDA up 67% to $42.8m, NPAT at $15.2m, and net cash position achieved.MSV
H2 2026 - Strong FY26 growth, gold-led revenue, rising rig count, and net cash position support outlook.MSV
Q4 2026 TU - Q3 FY26 saw EBITDA double year-over-year, strong margins, and minimal net debt.MSV
Q3 2026 TU - EBITDA up 69% to $21.4m, net profit $8.1m, net cash $7.2m, and 4.00c dividend declared.MSV
H1 2026 - Exponential profit growth, strong cash flow, and Loop expansion led to a net cash position.MSV
Q2 2026 TU - Profit and ROIC rose in FY24, but Q1 FY25 saw lower earnings amid new contract ramp-up.MSV
Q1 2025 TU - NPAT up 21%, ROIC at 16.5%, net debt down 89%, and record cash flow with 2.0c dividend.MSV
H2 2024
Next Mitchell Services earnings date
Next Mitchell Services earnings date
AI chat
Ask anything. Verify everything.
Ask across every event and document from public companies. Each answer links back to the exact line in the transcript, slide or filing it came from.Learn moreFind what matters
AI across all first-party IR material. Live calls, transcripts, slides, filings.)
Trust every finding
50m+ first-party documents. Every output traceable to its source.Automations
Zero in on what matters
Define the prompt once. It runs the moment a company publishes or on a schedule you set. Outputs map to the exact signals you choose.Learn more)
Event-triggered research
Runs when a company publishes new material. Trigger on the first published document for the earliest possible run, or wait for a specific one.)
Scheduled research
Runs on a recurring cadence you set. Daily, weekly, monthly, or quarterly, for aggregate reads across a period rather than a single event.Live audio & transcripts
Be first
Join any earnings call live in one click, with no manual registration. Follow the transcript as it happens and jump straight to the moments that matter.Learn more)
Live earnings calls
Join any call in one click. The audio keeps playing while you work elsewhere in Quartr.)
Live transcripts
Speaker-by-speaker, in real time. Searchable across every live and historical call.Quartr MCP connects your AI environment to 17K+ public companies
Quartr's AI stands out because it only pulls clean, first-party data from public companies. In investing, that's everything.
Jamie Ross
Investment Manager, GAM Investments
Research that used to take hours now takes seconds with Quartr Pro. Tracking shifts in tone or extracting tables, it's as simple as typing a query.
Tom O'Hara
Investment Director
Before Quartr we spent hours manually compiling insights through the peer earnings cycle. Now, these tasks are done faster, with greater precision.
Gregg Lampf
VP of Investor Relations
Being able to ask specific questions across years of transcripts and reports and instantly get verified answers is a game-changer.
Pontus Dackmo
CEO & Investment Manager
)
)
)
)