Austal Ltd (ASX:ASB)
A$ 6.17 +0.010 (+0.16%) Market Cap: 2.59 Bil Enterprise Value: 2.53 Bil PE Ratio: 80.13 PB Ratio: 2.06 GF Score: 67/100
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Half Year 2025 Austal Ltd Earnings Call Transcript

Feb 20, 2025 / 11:30 PM GMT
Release Date Price: A$3.57 (-0.56%)

Key Points

Positve
  • Austal Ltd (AUTLF) reported a significant increase in group revenue by 15% to $126 million for the first half of FY25.
  • The company's order book has grown to $14.2 billion, indicating strong future business prospects.
  • Austal Ltd (AUTLF) has a healthy cash position, with over EUR500 million in the bank, providing a strong foundation for future investments.
  • The U.S. shipbuilding segment saw a 14% revenue increase, driven by new programs and submarine module manufacturing.
  • The Australasian shipbuilding segment increased revenue by 60%, reflecting increased construction awards and pre-contract work.
Negative
  • No dividend was declared due to future investment requirements, including a Department of Justice fine and onerous contracts.
  • The U.S. support business experienced a 6% lower EBIT due to reduced vessel numbers through Singapore.
  • The company faces ongoing customer negotiations to resolve onerous contracts that have dampened margins.
  • There is uncertainty regarding the impact of the U.S. government efficiency drive on Austal Ltd (AUTLF)'s operations.
  • The company is still in discussions with the U.S. Navy regarding a request for equitable adjustment, indicating unresolved financial matters.


Refinitiv StreetEvents Event Transcript
P R E L I M I N A R Y V E R S I O N

ASB.AX - Austal Ltd
Half Year 2025 Austal Ltd Earnings Call
Feb 20, 2025 / 11:30PM GMT

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Conference Call Participants
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Presentation
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>>NOTE [1]
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THIS TRANSCRIPT IS THE INITIAL PRELIMINARY VERSION WHICH LEVERAGES MACHINE LEARNING TECHNOLOGY. AS SUCH, PLEASE BE AWARE THERE MAY BE INACCURACIES IN THE TEXT DISPLAYED. FUTURE EDITED VERSIONS WILL BE REVIEWED FOR GREATER ACCURACY.

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>>Transcription Start, [2]
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Thank you for standing by, and welcome to the Australian first half results. All participants are in listen only mode. There will be a
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