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SHAPE Australia
SHAPE Australia (SHA) investor relations material
SHAPE Australia H1 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.H1 2026 earnings summary18 Feb, 2026
Executive summary
Revenue reached $553.3 million, up 16% year-over-year, with EBITDA rising 45% to $21.4 million and net profit after tax up 49% to $14.0 million, reflecting strong project outcomes and cost control.
Project wins totaled $742 million, up 39%, and backlog orders increased 33% to $686.1 million, supporting strong revenue visibility.
The acquisition of Arden Group was completed in December 2025, expanding facilities maintenance and national rollout capabilities, with integration progressing well.
Earnings per share increased 48% to 16.8 cents, and declared dividends per share rose 40% to 14.0 cents.
Gross margin improved to 9.8%, and overheads as a percentage of revenue decreased to 6.9%, indicating operational efficiency.
Financial highlights
Cash and marketable securities stood at $136.4 million, up 6% year-over-year, with restricted cash at $24.4 million as of 31 December 2025.
Identified pipeline reached $3.8 billion, up 18% from the prior period.
Tender conversion rate remains strong at just under 50%.
Net profit before tax increased 47.8% to $20.2 million compared to the prior year.
Net tangible assets per share decreased to 9.68 cents due to $27.2 million goodwill from the Arden Group acquisition.
Outlook and guidance
Entering 2H FY26 with a robust $3.8 billion pipeline and $686.1 million order backlog.
Strategic focus on sector diversification, regional growth, and capability expansion, especially in modular and aftercare services.
Modular market expected to grow, with organic expansion prioritized and facility utilization near peak in Victoria and South Australia.
Arden's higher-margin profile anticipated to positively impact group margins in H2.
Macro trends such as population growth and government investment expected to support sector growth.
Arden acquisition: What drives the $27.2M goodwill?
Aged Care sector growth drivers
Modular construction scaling strategy
Modular division growth path and market maturity
Arden acquisition's impact on overall margins
Order book composition and revenue conversion ratio
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Next SHAPE Australia earnings date
H2 202619 Aug, 2026
SHAPE Australia
Next SHAPE Australia earnings date
H2 202619 Aug, 2026
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Frequently asked questions
SHAPE Australia Corporation Limited is an Australian construction and fit-out company that specializes in commercial property solutions, including interior fit-outs, refurbishments, and construction projects. The company serves a wide range of sectors, such as healthcare, education, retail, and government, providing tailored project management and construction services. SHAPE Australia focuses on delivering high-quality, sustainable building solutions while ensuring client needs are met through efficient project execution and attention to detail. The company is headquartered in Sydney, New South Wales, and its shares are listed on the ASX.
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