Half Year 2026 ALS Ltd Earnings Call Transcript

Nov 17, 2025 / 11:00 PM GMT

Release Date Price: A$21.49 (+2.24%)

Transcript

Key Points

Positve

ALS Ltd (ASX:ALQ) reported a strong revenue growth of 13.3% to 1.7 billion, with organic growth across all business streams.
Underlying EBIT increased by 14.7% to 287.2 million, with an EBIT margin improvement of 20 basis points to 17.3%.
The company reported strong free cash flow of 303.9 million, representing 88% of underlying H1 EBITDA.
Life sciences division showed solid performance with a robust food result and strength in key environmental geographies.
ALS Ltd (ASX:ALQ) continues to invest in digital innovation and AI, aiming to set global standards for smart labs.

Negative

Margins in the commodities division were slightly down by 11 basis points to 28.1%, with metallurgy experiencing margin contraction.
Challenges in the environmental business in Latin America, particularly in Brazil, Chile, and Peru, due to pricing and operational issues.
The pharmaceutical business faced market-specific challenges in the Americas, impacting revenue performance.
The company anticipates a more subdued performance in the Americas for the life sciences division.
ALS Ltd (ASX:ALQ) is experiencing a potential lengthening of the time between raising capital and deploying it, affecting exploration activities.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

ALQ.AX - ALS Ltd
Half Year 2026 ALS Ltd Earnings Call
Nov 17, 2025 / 11:00PM GMT

=====================
Presentation
--------------------------------------------------------------------------------
Unidentified_1 [1]
--------------------------------------------------------------------------------
Good day and thank you for standing by.

Welcome to ALS Limited H1 FY26 results briefing.

At this time all participants are in a listen-only mode.

After the speaker's presentation, there will be a question-and-answer session.

To ask a question during the session, you'll need to press star, one and one on your telephone.

You will then hear an automated message advising your hand is raised.

To withdraw your question, please press one and one again.

Please be advised that today's conference is being recorded. I would now like to hand the conference over to your speaker today, Malcolm Dean, CEO and managing director. Please go ahead.

-------------------------------------------------

Already have an account? Log in

Get the full story

Subscribe Now

	Access to All Earning Calls and Stock Analysis
	30-Year Financial on one screen
	All-in-one Stock Screener with unlimited filters
	Customizable Stock Dashboard
	Real Time Insider Trading Transactions
	8,000+ Institutional investors’ 13F holdings
	Powerful Excel Add-in and Google sheets Add-on
	All data downloadable
	Quick customer support
	And much more...

30-Day 100% money back guarantee

Subscription fee may be tax deductible.

Excellent

4.6 out of 5

Trustpilot

Research Tools

All-In-One Screener Stock Ideas Stock List Guru List Guru Real-Time Picks Insider List Insider Trades Economic Indicators Sector & Industry Performance DCF Calculator Calculators Discussion Board

Product

Pricing Plans Excel Add-In Google Sheets Add-on Data API Stock Comparison Table Manual of Stocks Instant Alerts Mobile App Newsletters Signup 中文

Education

Financial Glossary Tutorials FAQ Buffett Indicator Shiller P/E Yield Curve Today U.S. Inflation Rate Global Market Valuation Fed Net Liquidity Buffett Assets Allocation

Company

About GuruFocus Career Contact Us Advertise Term of Use Privacy Policy Referral Program Partner Program

Survey

We'd love to learn more about your experiences on GuruFocus.com and how we can improve!

Take Survey

Disclaimers

GuruFocus.com is not operated by a broker or a dealer. Under no circumstances does any information posted on GuruFocus.com represent a recommendation to buy or sell a security. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The individuals or entities selected as "gurus" may buy and sell securities before and after any particular article and report and information herein is published, with respect to the securities discussed in any article and report posted herein. Gurus may be added or dropped from the GuruFocus site at any time. In no event shall GuruFocus.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content or other material published or available on GuruFocus.com, or relating to the use of, or inability to use, GuruFocus.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. The gurus listed in this website are not affiliated with GuruFocus.com, LLC. Stock quotes are provided by QuoteMedia, Inc. (CSI). Company fundamental data is provided by Morningstar. Analyst estimates data is sourced from both Refinitiv and Morningstar, with priority given to Refinitiv data. Data is updated daily.