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Tasmea Limited (TEA) investor relations material
Tasmea Limited Investor Presentation summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
Investment highlights
Record $600m order book for FY26, with NPAT guidance of $70m, up 32% from FY25.
Industry-leading EBIT margin forecast of ~15% for FY26, with high cash conversion rates averaging 101% over five years.
Consistent growth: 53% NPAT CAGR, 47% EPS CAGR, and 53% DPS CAGR since FY21.
Expanded MSA/FMA contracts from 41 to over 70 since IPO, supporting recurring revenue.
Strong pipeline for organic growth and acquisitions, supported by a $43m capital raise and new banking facilities.
Financial performance and growth
FY25 statutory revenue of $547.9m (+37%), pro-forma revenue $620.8m (+52%).
FY25 statutory EBIT $74.4m (+60%), pro-forma EBIT $93.2m (+70%), with EBIT margin improving to 13.6% (pro-forma 15%).
Statutory NPAT $53.1m (+74%), exceeding guidance; pro-forma NPAT $62.5m (+69%).
Statutory EPS 23.2c (+53%), final dividend 6.0c (+50% YoY), total FY25 dividends 23.0c including special dividend.
Pro-forma EBIT and NPAT CAGRs of 33% and 36% since FY21, with margin expansion driven by self-performed specialist services.
Business model and margin drivers
High-quality, specialist services enable significant cost savings and efficiencies for clients.
Self-perform capability across 25 subsidiaries retains value in-house and minimizes subcontractor leakage.
Cross-selling and organic growth in higher-margin businesses drive further margin upside.
Margin-accretive acquisitions, especially in electrical services, support ongoing margin expansion.
94% of work from repeat blue-chip customers, with >70 MSAs/FMA contracts and presence on >74 sites.
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