Boom Logistics (BOL) H2 2025 earnings summary

Executive summary

• Achieved a major turnaround over the past three years, focusing on industrial, mining, and renewables sectors, with revenue of $265m in FY25, up 2% year-over-year, and EBITDA of $50m (+9%).

• Strategy centers on shareholder value, ESG, people capability, asset regeneration, and a strong safety-first culture.

• Secured over $65m in new and renewed contracts, primarily in resources and renewables.

• National presence and scalable fleet enable management of large-scale projects and long-term contracts, especially in renewables and mining.

• Declared a 2c per share dividend and executed a $2m share buyback.

Financial highlights

• Revenue increased to $264.6m from $259.2m (+2%), with EBITDA of $50m (+9%) and operating NPAT of $9.3m (+41%).

• Statutory NPAT reached $23.3m, reflecting a $14m deferred tax benefit.

• Operating EPS grew to 22c (+38%), and NTA per share increased to $2.87.

• Net cash at year-end was $14.3m, the highest in many years.

• Share buyback of $2m completed, with a further $4m announced for FY26, and $800,000 in dividends declared.

Outlook and guidance

• Focus on growing EPS through new and renewed contracts, margin growth, and disciplined asset investment.

• Continued investment in renewables, transmission, and under-represented markets.

• Targeting labor efficiency above 85% and double-digit return on net assets, with a medium-term goal of 15%.

• Asset regeneration to increase competitive advantage and divest older fleet.

• No specific FY26 guidance provided yet; will be reviewed in coming months.