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SGH (SGH) investor relations material
SGH H2 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
Executive summary
Achieved record FY 2025 results with revenue of $10.7B, up 1% year-over-year, EBIT of $1.54B, up 8%, and NPAT of $924M, up 9%, driven by strong industrial services and disciplined execution.
Operating cash flow surged 49% to $1.95B, with cash conversion at 95% and EBITDA cash conversion over 90% in all Industrial Services businesses.
Final dividend of $0.32 per share, total FY 2025 dividends $0.62, up 17% year-over-year.
Completed full acquisition of Boral, strengthening position as a diversified operating company.
Financial highlights
Revenue up 1% to $10.7B, EBIT up 8% to $1.54B, EBITDA up 6% to $2.1B, and NPAT up 9% to $924M compared to FY 2024.
EBIT margin expanded to 14.3%, EBITDA margin to 19.1%, and Return on Equity at 19.3%.
Statutory NPAT up 5% due to impairments; significant items included $410M in pre-tax charges, mainly from Beach Energy and Seven West.
Net financing costs increased 8% to $316M, reflecting higher debt post-Boral acquisition.
Net debt reduced by $150M to $4.2B; leverage below 2x EBITDA.
Outlook and guidance
FY 2026 EBIT growth expected in the low to mid single digits, supported by margin expansion and stable sector exposure.
WesTrac to see continued services growth, with capital sales normalizing; Boral momentum to continue with efficiency gains.
Coats/Coates faces mixed near-term conditions but positive medium-term outlook with Grow30 strategy.
Focus areas: cadence, sales effectiveness, operating leverage, and innovation.
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