Half Year 2025 EBOS Group Ltd Earnings Call Transcript
Key Points
- Ebos Group Ltd (EBOSF) reported a 9.5% increase in revenue to just under $6 billion for the first half of FY25.
- The company achieved a 7% growth in underlying EBITDA, reaching $291 million.
- Ebos Group Ltd (EBOSF) maintained its interim dividend at $0.57 per share, reflecting confidence in future growth.
- The company realized $15 million in cost savings in the first half and is on track to achieve $25 million to $50 million per annum by FY26.
- Ebos Group Ltd (EBOSF) successfully executed three investments in Southeast Asia, strengthening its presence in the region.
- Statutory results were down compared to the prior period due to the loss of the Chemist Warehouse Australia distribution contract.
- The community pharmacy segment experienced a margin decline due to a shift in product and customer mix.
- The Australian MedTech business faced supply issues, impacting growth in the segment.
- Contract Logistics in New Zealand was affected by the winding down of a legacy COVID-19 product contract.
- There were $10 million in restructuring and transition costs related to the exit of the Chemist Warehouse contract.
Thank you for standing by, and welcome to the EBOS Group Limited FY25 First Half Year results conference call. (Operator Instructions) I must advise you that this conference is being recorded today, the February 19, 2025.
I would now like to hand the conference over to your speaker today, Mr. John Cullity, CEO, EBOS Group. Please go ahead, Mr. John.
Thank you, Maggie, and welcome, everyone, to EBOS Group's first half results presentation for the first half 2025. My name is John Cullity, CEO of EBOS Group, and I'm joined this morning by both Alistair Gray, our CFO; and Martin Krauskopf, our EGM for Strategy, M&A and Investor Relations.
There are several pleasing highlights of our first half results, including strong revenue growth for the group, excluding the Chemist Warehouse Australia contract, reflecting the successful execution of our strategies, we are also realizing the benefits of our focus on efficiency and cost savings. The cash result was very strong, and we have
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