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Edge12 Dec 2025
Running on Clouds: The Story of On
The story of how a Swiss runner's pursuit of a new running sensation became On, aiming to be the most premium global sportswear brand worldwide.
oOh!media (OML) investor relations material
oOh!media H1 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.H1 2025 earnings summary17 Aug, 2025
Executive summary
Out-of-home advertising reached a record 16.5% share of agency media spend, with leadership in Australia and New Zealand and record underlying results in 1H 2025.
Revenue for the half year ended 30 June 2025 rose 17% year-over-year to $336.2 million, driven by strong performance in Road, Street & Rail, and Fly formats.
Adjusted underlying EBITDA increased 27% to $62.2 million and adjusted underlying NPAT rose 46% to $26.5 million.
Statutory net loss after tax was $11.3 million, primarily due to a $30 million non-cash impairment related to the Auckland Transport contract in New Zealand.
Operational cost savings were reinvested into growth initiatives, supporting improved client engagement and sales conversion.
Financial highlights
Group revenue grew 17% year-over-year to $336.2 million, with 80% of growth organic and 20% from new contracts.
Adjusted gross margin declined 1.3 percentage points year-over-year to 41.8%, reflecting higher fixed rent and channel mix.
Adjusted underlying EBITDA margin improved to 18.5% (up from 17.0% in 1H24).
Interim fully franked dividend of 2.25 cents per share declared, up 29% year-over-year, with a payout ratio of 46%.
Gearing improved to 0.7x, with net debt at $105.0 million and strong operating cash flow conversion at 77%.
Outlook and guidance
Q3 media revenue pacing at 5%, with improvement in August and September after a soft July; Australia pacing at 6%.
Full-year adjusted gross margin expected at circa 44.0%, with second half margins improving over the first half.
Operating costs for 2025 forecast at $159 million–$161 million; capex expected between $53 million and $63 million.
Gearing to remain below 1x adjusted underlying EBITDA; out-of-home sector expected to continue mid to high single-digit growth in H2 2025.
New Zealand cost base reset to deliver $6–$7 million annualised savings from Q4.
Why did Retail revenue in Australia decline?
Explain the restructuring of NZ operations.
Detail the impact of new key contracts.
New contracts revenue needed to offset Auckland GP
When will reo become profitable?
What drives Q4 revenue growth acceleration?
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H2 202515 Feb, 2026
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Frequently asked questions
OOh!media Limited operates as an out of home media company in Australia and New Zealand. The company operates in the broadcast, transport, street furniture, digital network, and retail channel markets. It provides advertising services across traditional billboards, digital billboards, street furniture, transit advertising on rail and bus networks, digital screens in shopping centres and offices, and other formats comprising Busesides and Street Talkers.
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