)
Edge3 Oct 2025
Epiroc: A Culture of Moving Mountains
From automation to electrification, Swedish industrial giant Epiroc is leading a transformation in how the world mines.
Treasury Wine Estates (TWE) investor relations material
Treasury Wine Estates H2 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.H2 2025 earnings summary13 Aug, 2025
Executive summary
Net sales revenue grew 7.2% to $2.9B and EBITS rose 17% to $770.3M, driven by Penfolds and DAOU's full-year contribution in the US.
Organic NSR declined 1–1.1% due to reduced commercial and premium sales, but luxury-led growth, especially Penfolds in Asia and China, offset declines.
Operating cash flow increased 22.9%, reducing leverage to 1.9x, and a $200M share buyback was announced for FY26.
Transitioned to a new divisional model: Treasury Americas now luxury-focused, Treasury Collective formed for global premium brands.
Sustainability milestones include 100% renewable electricity and 98.4% of vineyards/wineries certified to sustainability standards.
Financial highlights
EBIT margin expanded 2.2pp to 26.2%, luxury wine now 55% of group NSR.
Net profit after tax up 15.5% to $470.6M; EPS up 10.8% to 58¢, moderated by equity raising for DAOU acquisition.
Final dividend of $0.40/share (70% franked), payout ratio 69%, up 11.1% YoY.
NSR per case increased 10% to $138; cash conversion at 87.4%.
Material items included $7.1M pre-tax gain from Caradoc Winery sale, DAOU integration costs, and UK EPR impact.
Outlook and guidance
FY26 EBITS growth expected, led by Penfolds with low to mid double-digit EBITS growth; margin to remain ~44%.
Treasury Americas expects modest EBITS growth, contingent on mitigating California shipment reductions; $50M NSR impact expected.
Treasury Collective's top line decline to moderate, with growth from priority brands partially offsetting commercial declines.
CapEx for FY26: ~$100M maintenance, up to $50M growth.
How will TWE mitigate California NSR impact?
What's driving Penfolds' strong depletions growth?
What's the status of DAOU's distribution expansion?
Partial view of Summaries dataset, powered by Quartr API
Research faster. Power your platform.
Next Treasury Wine Estates earnings date
AGM 202515 Oct, 2025
Next Treasury Wine Estates earnings date
AGM 202515 Oct, 2025
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.
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.
)
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.
)
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
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.
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.
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
I can't remember the last time an app had such a positive impact on my investment process.
)
@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.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
I can't remember the last time an app had such a positive impact on my investment process.
@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.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
Related articles
)
Company Research22 Sep 2025
Moody's: Shaping Global Credit
Explore Moody's evolution from publishing manuals to becoming a giant in credit ratings, guiding issuers, investors, and regulators worldwide.
)
Edge19 Sep 2025
American Express: An Empire of Plastic
How history, brand, and structure have steadily built American Express' moat, and why Warren Buffett still calls it a one-of-a-kind business.
Frequently asked questions
Treasury Wine Estates Limited, produces and markets wines in Australia, New Zealand, Asia, Europe, the Middle East, Africa, and the Americas. The company's products include sparkling wine; premium varietal wine comprising chardonnay, merlot, cabernet sauvignon, shiraz/syrah, pinot noir, grenache/garnacha, and riesling; and luxury cuvee wine.
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