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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.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.
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Next Tasmea Limited earnings date
H1 202622 Feb, 2026
Next Tasmea Limited earnings date
H1 202622 Feb, 2026
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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.
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