Logotype for Tasmea Limited

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.
Logotype for Tasmea Limited
Investor Presentation summary21 Oct, 2025

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.

Partial view of Summaries dataset, powered by Quartr API
Research faster. Power your platform.

Next Tasmea Limited earnings date

Logotype for Tasmea Limited
H1 202622 Feb, 2026
Your earnings 
season toolkit.
Download
Free on both iOS & Android.

Next Tasmea Limited earnings date

Logotype for Tasmea Limited
H1 202622 Feb, 2026

The essential earnings season companion

The #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.

Live calls and transcripts

Listen to earnings calls, CMDs, investor conferences, and more – with a podcast-like experience.

Find what you need faster

Search for any keyword across all transcripts simultaneously.

Easily store key findings

Capturing important takeaways is as simple as it gets. Even during your lunch run or commute.

Your watchlist. Your dashboard.

Follow the companies that matter to you. Get a personalized feed with real-time updates.

Be the first to know

Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned.

Consensus estimates

Access analyst consensus estimates, valuation multiples, and revenue segments splits.

All IR material in one place

The easiest way to stay updated during earnings season.

Global coverage

All events from public companies. Live and recorded.

Just click and listen

No webcast links. No manual registrations.

Research anytime, anywhere

Built for professionals. Loved by everyone. Try our free mobile app.

excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
App-store-avatar.png play-store-avatar.png
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
play-store-avatar
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
App-store-avatar.png play-store-avatar.png
anuj283App Store
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
App-store-avatar.png play-store-avatar.png
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
play-store-avatar
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
App-store-avatar.png play-store-avatar.png
anuj283App Store
I can't remember the last time an app had such a positive impact on my investment process.
x-avatar
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
App-store-avatar.png play-store-avatar.png
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
x-avatar
@theshortbearx.com
I can't remember the last time an app had such a positive impact on my investment process.
x-avatar
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
App-store-avatar.png play-store-avatar.png
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
x-avatar
@theshortbearx.com

Frequently asked questions

Tasmea Limited is an investment holding company based in Australia, engaged in managing and developing a diverse portfolio of assets across sectors such as technology, finance, and real estate. The company invests in businesses and projects that align with its strategic objectives, supporting growth and value creation through active management and capital allocation. Tasmea Limited seeks opportunities in both domestic and international markets, aiming to generate returns across its varied investment interests. The company is headquartered in Sydney, Australia, and its shares are listed on the Australian Securities Exchange.

Quartr provides global coverage of all investor relation material from public companies.

  • Mobile app: Research anytime, anywhere with the #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.

  • Desktop (Quartr Pro): The leading platform for qualitative research, used daily by top firms and financial institutions.

  • Quartr API: Build custom solutions powered by live earnings calls, live transcripts, filings and reports, slide presentations, and more.

Yes, the Quartr mobile app is free on both iOS and Android.

Yes. Quartr provides global, industry-leading live coverage of company events such as regular earnings calls, capital markets days, M&A announcements, and investor conferences. Live with zero delays. Just click and listen.

Yes, capturing important takeaways is as simple as it gets. Even during your lunch run or commute.

Yes. Follow the companies that matter to you. Get a personalized feed with real-time updates, a tailored earnings calendar, and instant alerts when earnings calls go live.

Yes. Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned, regardless of who's talking.

Explore our global coverage