The Environmental Group Ltd (ASX:EGL)

Half Year 2026 Environmental Group Ltd Earnings Call Transcript

Feb 17, 2026 / 09:30 PM GMT

Release Date Price: A$0.255 (+2.00%)

Transcript

Key Points

Positve

Revenue increased by 9% to 58.9 million, and EBITDA rose by 26% to 4.9 million, indicating strong financial performance.
54% of the company's revenue is now recurring, providing consistent cash flow and business stability.
Successful upgrade of the company-wide ERP system, enhancing data capabilities and operational efficiency.
Energy revenue surged by 39.8% to 34.1 million, showcasing significant growth in this segment.
The company achieved 205,000 hours worked without a Lost Time Injury (LTI), highlighting strong safety performance.

Negative

Operational inefficiencies were noted due to the relocation of multiple business units, which could disrupt business activities.
Baltic's revenue and EBITDA were down due to timing issues with project completions, affecting short-term financial results.
Employee expenses increased significantly from 6.7 million to 8.4 million, impacting overall profitability.
ERP and relocation costs contributed to a rise in other expenses, from 1.6 million to 3.9 million.
The company is facing challenges in Victoria, where capital spending is softer compared to other regions.

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

EGL.AX - Environmental Group Ltd
Half Year 2026 Environmental Group Ltd Earnings Call
Feb 17, 2026 / 09:30PM GMT

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Presentation
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Unidentified_1 [1]
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Morning everyone, thanks for joining us for the results presentation for the first half. As mentioned, both Paul and Gareth are here with me as well, so I'll take you through the slide deck and then, they'll be happy to assist in answering any questions you might have for us.

So a good half year for us in what was reasonably difficult from an operational point of view with a lot going on within the business at the same time.

Revenue up about 9% to 58.9 million, EBITDA up 26%, which is pleasing to 4.9 million, and 54% of our revenue now recurring, which is fantastic in terms of the consistency of the cash flow coming in, the way the business is functioning.

Pleasingly, 205,000 hours worked again

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