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oOh!media
oOh!media (OML) investor relations material
oOh!media H2 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.H2 2025 earnings summary15 Feb, 2026
Executive summary
Achieved $691.4 million in revenue for CY 2025, up 9% year-over-year, with strong billboards, street & rail, and airport segments, offset by retail and New Zealand headwinds, and a record first half followed by a softer second half due to market pressures and the Auckland Transport contract loss.
Adjusted underlying EBITDA rose 8% to $139.1 million, and adjusted underlying NPAT increased 7% to $63 million.
Board declared a fully franked dividend of $0.04 per share, up 14% from the prior year, payable March 2026.
Maintained cost discipline, with operating expenditure rising only 3%, in line with inflation, and operational discipline through cost base resets and refinancing at lower costs.
Secured several major new contracts, adding $22 million in incremental revenue for CY 2025, with strategic partnerships driving a 15% increase in revenue from key clients.
Financial highlights
Revenue: $691.4M (+9%); Gross margin: 43.2% (down 1.5pp); Adjusted underlying EBITDA: $139.1M (+8%); Adjusted underlying NPAT: $63M (+7%).
Statutory NPAT: $16.9M (-54%) due to $30M NZ impairment; dividend: 4.0c fully franked per share.
Operating cash flow improved to $81.7M, up $35M year-over-year, with conversion to adjusted EBITDA at 59%.
Free cash flow increased to $28.1M, a $20M improvement from CY 2024; CapEx increased to $54.4M (+21%).
$30M impairment charge related to the New Zealand business after Auckland Transport contract loss.
Outlook and guidance
Q1 2026 Australian media revenue pacing at +7%, group at +2%, with NZ down 47% due to Auckland Transport loss.
Full-year operating expenses expected to be broadly flat versus CY 2025.
CapEx for CY 2026 guided at $55M–$65M, focused on new assets and digitization.
Gearing expected to remain below 1x adjusted underlying EBITDA.
Supply chain optimization: expected savings?
MOVE 2.0: expected revenue uplift by format?
Sustaining market share gains in competitive market
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Next oOh!media earnings date
H1 202616 Aug, 2026
oOh!media
Next oOh!media earnings date
H1 202616 Aug, 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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