Big River Industries Ltd (ASX:BRI)

Half Year 2026 Big River Industries Ltd Earnings Call Transcript

Feb 24, 2026 / 12:00 AM GMT

Release Date Price: A$1.47 (+0.68%)

Transcript

Key Points

Positve

Big River Industries Ltd (ASX:BRI) has strengthened its geographic presence with the acquisition of John's Building Supplies in Western Australia, enhancing scale and capacity.
The company has improved its gross profit margin by 20 basis points to 26.6%, despite challenging market conditions.
Operating cash flow increased to $13.2 million, with a cash conversion rate of 91%, reflecting strong cash generation and disciplined working capital management.
The construction division saw a 20.4% increase in EBITDA, with margin improvements driven by growth in formwork and commercial revenue.
Big River Industries Ltd (ASX:BRI) declared a fully franked interim dividend of $0.02 per share, demonstrating a commitment to shareholder returns.

Negative

Group revenue decreased by 2.6% compared to the prior period, indicating a challenging market environment.
The panels division experienced a 5.7% decline in revenue, affected by competitive pressures and softer volumes in cyclical markets.
Residential housing volumes remain subdued, impacting the frame and truss segment.
The EBITDA margin, although improved, remains below the company's long-term target of above 10% through the cycle.
The macroeconomic environment remains mixed, with housing completions subdued and ongoing regulatory complexities affecting affordability.

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

BRI.AX - Big River Industries Ltd
Half Year 2026 Big River Industries Ltd Earnings Call
Feb 25, 2026 / 12:00AM GMT

=====================
Presentation
--------------------------------------------------------------------------------
Unidentified_1 [1]
--------------------------------------------------------------------------------
Thank you for standing by and welcome to the Big River Industries Limited FY 2026 H1 results presentation. All participants are in a listen-only mode. There will be a presentation followed by a question-and-answer session. If you wish to ask a question, you will need to press the star key followed by the number 1 on your telephone keypad. I would now like to hand the conference over to Mr. John Laurenti, Chief Executive Officer. Please go.

--------------------------------------------------------------------------------
Unidentified_2 [2]
--------------------------------------------------------------------------------
Ahead.

Thank you, Vaughan, and thank you all for joining us today. My

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.