Nick Scali Ltd (ASX:NCK)

Full Year 2025 Nick Scali Ltd Earnings Call Transcript

Aug 7, 2025 / 12:00 AM GMT

Release Date Price: A$20.49 (+6.89%)

Transcript

Key Points

Positve

Nick Scali Ltd (ASX:NCK) reported a 7.3% increase in second-half written sales orders, with full-year revenue reaching AUD 454 million.
The company achieved a strong gross profit margin of 65.6% in the second half, up 1.2% from the first half.
The underlying profit after tax was AUD 73.2 million, indicating solid financial performance.
The company has successfully refurbished and rebranded 12 stores, contributing to improved sales performance.
Nick Scali Ltd (ASX:NCK) declared a final dividend of AUD 0.33 per share, fully franked, bringing the full-year dividend to AUD 0.63 per share.

Negative

UK revenue was down significantly due to store refurbishments and closures, causing considerable disruption.
The company's underlying operating expenses increased by AUD 6.1 million, primarily due to higher employment costs.
The UK business is expected to continue incurring losses until all stores are refurbished and sales improve.
There is a need for increased marketing spend in the UK to boost brand awareness and sales.
The company faces challenges in improving sales team performance in some UK stores, impacting overall sales growth.

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

NCK.AX - Nick Scali Ltd
Full Year 2025 Nick Scali Ltd Earnings Call
Aug 08, 2025 / 12:00AM GMT

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Presentation
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Unidentified_1 [1]
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Hi, good morning and welcome to the FY25 results presentation.

72 page 2 of our slide.

The FY25 highlights ANZ Group second half written sales order.

Up 7.3%. With the 4 year up almost 3%.

Second half revenue was 231 and the full year revenue was 454 million.

The second half growth profit margin of 65.6%, up 1.2% on the first half gross margin and the full year.

Was 65. Underlying profit after tax of 73.2 million.

We excluded the one-off straight forward and containers that were held.

One month to a 4 day break that was.

I think we should go in the first half.

UK revenue was 42 million.

The second half gross profit margin is 51.8% up

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