XRF Scientific (XRF) Investor presentation summary

Technology and product portfolio

• Offers advanced sample preparation and analysis technologies for mining, manufacturing, and research, covering minerals, metals, cement, glass, ceramics, and more.

• Analytical instruments include thermogravimetric analyzers, elemental analyzers (CS/ONH), and fusion machines, supporting quality control in industries such as mining, construction, food, plastics, and agriculture.

• Orbis laboratory crushers provide industry-leading sample size reduction and automated sample splitting, enhancing safety and efficiency in mineral analysis labs.

• Platinum labware and recycling services, along with consumables and chemicals, support laboratory operations.

Financial performance and highlights

• FY26 revenue increased 8% to $64.4m, with adjusted NPBT up 10% to $16.1m and NPAT up 1% to $10.5m, despite higher tax and acquisition costs.

• Operating cashflow was $11.4m, with gross margins rising to 49.3%.

• Record quarterly adjusted profit before tax of $4.7m in June Q4, driven by consumable and Orbis crusher sales and international growth.

• Fully franked dividend of 4.5 cents per share declared.

Segment performance

• Consumables revenue declined 6% to $18.1m, but margins held at 38% due to international sales growth, especially in Asia.

• Precious metals revenue rose 14% to $24.6m, with NPBT up 27%, supported by high platinum prices and strong recycling demand.

• Capital equipment revenue grew 17% to $26.3m, with NPBT up 29%; Orbis revenue up 26% to $8.9m, and new product lines and acquisitions expanding the portfolio.