Half Year 2026 Move Logistics Group Ltd Earnings Call Transcript

Feb 26, 2026 / 11:00 PM GMT

Release Date Price: A$0.2 (-4.76%)

Transcript

Key Points

Positve

Move Logistics Group Ltd (ASX:MOV) reported a 98% year-on-year improvement in normalized earnings, marking the strongest quarterly result since FY22.
Gross margin improved due to effective cost management and efficiency initiatives, with a focus on price discipline and customer service.
The company has successfully reduced net debt by 6.2 million to 12.8 million, aided by disciplined working capital management and asset sales.
The international division's Trans-Tasman Shipping Service moved into profit, validating the decision to use a larger vessel and time charter model.
Move Logistics Group Ltd (ASX:MOV) is strategically expanding its customer base to reduce concentration risk and enhance resilience through economic cycles.

Negative

Revenue decreased by 5% year-on-year due to weak customer demand, particularly in the transport, logistics, and warehousing sectors.
The company faced increased competitor activity and unsustainable pricing in the market, impacting its ability to retain customers.
Economic headwinds and reduced consumer spending led to a challenging six-month period, affecting freight and warehouse demand.
The warehousing sector continues to struggle with excess capacity and rational short-term pricing behavior.
Despite improvements, the net loss after tax is still close to break-even, indicating ongoing financial challenges.

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

MOV.NZ - Move Logistics Group Ltd
Half Year 2026 Move Logistics Group Ltd Earnings Call
Feb 26, 2026 / 11:00PM GMT

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Presentation
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Unidentified_1 [1]
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Thank you for standing by and welcome to the Move Logistics Group half year results call. All participants are in a listen-only mode. There'll be a presentation followed by a question-and-answer session. If you'd like to ask a question via the phone, you'll need to press the star key, followed by the number 1 on your telephone keypad. If you would like to ask a question via the webcast, please enter it into the Ask a Question box and click submit.

I have to hand the conference over to Mr. Paul Millwood, CEO. Please go ahead.

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Unidentified_2 [2]
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