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Edge16 Oct 2026
Winner, Winner: The Chicken McNugget Story
How a 1940s breeding contest, a Cornell food scientist, and a hedge by Ray Dalio helped McDonald's turn the Chicken McNugget into a fast-food icon.
SGH
SGH (SGH) investor relations material
SGH H2 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.H2 2026 earnings summary11 Aug, 2026
Executive summary
FY26 delivered earnings growth and margin expansion in line with guidance, with EBIT up 1% to $1.6bn and EBIT margin up 40bp to 14.7%.
Revenue was $10.6bn, down 2% year-over-year, with underlying growth at Boral offset by normalisation at WesTrac.
Operating cash flow rose 6% to $2.1bn, with 99% EBITDA cash conversion, supporting a 12% reduction in Adjusted Net Debt/EBITDA to 1.8x.
Dividend increased 3% to 64cps, and an on-market buy-back of up to $500m was announced.
Strategy remains focused on disciplined capital allocation, operational excellence, and leveraging privileged assets in industrials and energy.
Financial highlights
Revenue: $10.6bn, down 2% year-over-year; EBITDA: $2.1bn, up 2%; EBIT: $1.6bn, up 1%.
Underlying NPAT: $920m, flat; Statutory NPAT: $655m, up 35% due to lower significant items.
Operating cash flow: $2.1bn, 99% EBITDA cash conversion; net debt reduced by $515m to $3.7bn.
Dividend: 64cps, up 3%, fully franked; EPS: $2.26, flat.
On-market buy-back of up to $500m announced.
Outlook and guidance
FY27 guidance: flat to low single-digit EBIT growth expected, underpinned by operational efficiency and disciplined capital allocation.
Focus remains on operational execution, pricing discipline, and scaling AI for value.
Medium-term ambition targets 10% rolling average EBIT/EPS growth, driven by both organic and inorganic initiatives.
Crux LNG project expected to deliver first gas in FY28, supporting future earnings.
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Latest events from SGH
- Disciplined operator model, AI, and capital discipline drive 10% EBIT/EPS CAGR and 15% ROCE.SGH
Investor Day 2026 - Delivers 18% EBIT CAGR, robust asset integration, and targets further growth in FY26.SGHInvestor presentation
- EBIT flat, NPAT up 2%, cash flow surged, and EBIT growth guidance reaffirmed.SGHH1 2026
- Record FY25 earnings, dividend growth, and safety reforms drive strategic outperformance.SGHAGM 2025
- Record earnings, margin expansion, and strong cash flow support a positive FY26 outlook.SGHH2 2025
- Strong growth, sector focus shift, and rebranding to SGH highlighted at the 2024 AGM.SGHAGM 2024
- Strong revenue and EBIT growth, margin expansion, and Boral integration drive robust outlook.SGHH2 2024
- SGH sustains market outperformance with strong growth, margin focus, and strategic expansion.SGHCompany Presentation
- Revenue, EBIT, and NPAT rose, margins expanded, and FY25 EBIT growth guidance is reaffirmed.SGHH1 2025
Next SGH earnings date
AGM 202612 Nov, 2026
SGH
Next SGH earnings date
AGM 202612 Nov, 2026
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Frequently asked questions
Seven Group Holdings Limited is a diversified conglomerate based in Australia, with a focus on heavy equipment sales and service, equipment hire, construction materials, media, broadcasting, and energy assets. The company operates through several segments, including WesTrac, Coates, Boral, Energy, Media Investments, and Other Investments. WesTrac serves as a Caterpillar dealer providing heavy equipment sales and support services, while Coates offers a wide range of general and specialist equipment for hire. Boral is recognized as Australia's largest integrated construction materials business. Additionally, Seven Group Holdings has interests in the energy sector, with investments in oil and gas, and in the media landscape, holding a significant shareholding in Seven West Media, one of Australia's major media companies. The company is headquartered in Sydney, Australia, and its shares are listed on the Australian Securities Exchange.