Full Year 2025 Lindsay Australia Ltd Earnings Call Transcript

Aug 24, 2025 / 11:00 PM GMT

Transcript

Key Points

Positve

Lindsay Australia Ltd (ASX:LAU) achieved a revenue growth of 5.6% to 849.8 million in FY25, demonstrating resilience despite challenging industry conditions.
The company successfully completed strategic acquisitions, including GJ Freight and SRT, expanding its footprint into Southwest WA and Tasmania, enhancing national coverage and diversifying earnings.
The Adelaide expansion reached practical completion, and a new 35,000 square meter facility in Perth will be operational by November, removing growth bottlenecks.
Lindsay's integrated operating model and strong balance sheet position the company to navigate market volatility effectively.
The company declared a fully franked final dividend of 1.$0.05, bringing the full year dividend to 3.$0.08, reflecting strong financial performance.

Negative

The operating environment in FY25 was challenging, with elevated cost pressures, flat consumer demand, and heightened competition impacting pricing.
Underlying impact was down 26.6% to 22.3 million, affected by low EEA and high interest and depreciation charges following recent investments.
Transport earnings decreased by 7 million, with EBITDA margins tightening by 1.7% to 16.7%, due to corridor imbalances, weather impacts, and cost pressures.
The company's return on invested capital (Roick) for the year was below the long-term target of 20%, impacted by recent investments.
Cash tax payments increased significantly in FY25 due to deferred tax obligations from previous years, affecting operating cash flow.

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

LAU.AX - Lindsay Australia Ltd
Full Year 2025 Lindsay Australia Ltd Earnings Call
Aug 24, 2025 / 11:00PM GMT

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Presentation
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Unidentified_1 [1]
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Good morning and thank you for joining us for Lindsay Australia's FY25 full year results presentation.

I'm Clay McDonald, CEO of Lindsay Australia. I'm joined today by our CFO Justin Green and our Chief Operating Officer Craig Baker.

Will be available for questions following the presentation.

I'd like to start by acknowledging the traditional owners of the land on which we are located today. This is traditional tour and Yagura country. I'd like to pay my respects to the elders past, present, and emerging.

Australia is a national leader in integrated rural services and refrigerated transport.

We operate across Australia's major horticultural regions and freight corridors,

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