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Sims (SGM) investor relations material
Sims Investor Day 2025 Presentation summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Investor Day 2025 Presentation summary25 Nov, 2025
Strategic positioning and business segments
Operates across two main segments: Metal (central to steel decarbonisation) and Sims Lifecycle Services (SLS, enabling circular cloud expansion for hyperscalers).
Focuses on automation, advanced separation, and AI/robotics to drive quality and efficiency.
Capital is allocated to high-return, cash-generative projects aligned with long-term strategy.
Sims Lifecycle Services (SLS) growth and performance
SLS benefits from hyperscaler demand, with revenue lagging data centre investment by about four years, creating a visible pipeline.
SLS is the only large-scale provider in a fragmented market, with a global footprint and embedded relationships with hyperscalers.
Revenue streams include resale, service fees, commodity recovery, and remanufacture, with strong growth in repurposed units and trading margin.
FY25 SLS revenue reached A$427m, with underlying EBITDA of A$46m and EBIT of A$33m; repurposed units grew from 4m in FY23 to 9m in FY25.
Profitability is accelerating, with EBIT forecasted to reach A$45–50m in FY26.
ANZ Metal market and operational overview
Australia and New Zealand have mature, diversified scrap streams, with Australia generating ~4 Mtpa of scrap and New Zealand 0.85 Mt.
Market leadership is supported by a unique national footprint, advanced processing, and strong supplier relationships.
FY25 ANZ Metal sales revenue was ~A$1.58bn, with ~1.6m tonnes of metals sold and 970 employees.
Non-ferrous metals contributed 48% of ANZ revenue, with global trading reach and uncapped demand from green metal agendas.
SLS revenue pipeline visibility
Australia's EAF transition impact on scrap imports
Pinkenba hub's strategic role and investment
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Next Sims earnings date
H1 202623 Feb, 2026
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Frequently asked questions
Sims Limited engages in buying, processing, and selling ferrous and non-ferrous recycled metals. The company is involved in the procurement of recycled metal from consumers, reclamation of waste auto parts, and remelting of steel scrap. It sources metals from a range of secondary sources, including automobile dismantlers; bulk material collected at material recovery facilities; bulk material collected at landfills; and bulk material collected by municipal authorities. The company primarily sells its recycled metal products to rural/urban collectors and licensed dealers; steel service centers; steel construction companies; aircraft manufacturing companies; agricultural machinery manufacturers; oil refineries; or other metal manufacturers.
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