Half Year 2026 Rubicon Water Ltd Earnings Call Transcript

Feb 26, 2026 / 11:30 PM GMT

Release Date Price: A$0.18

Transcript

Key Points

Positve

Rubicon Water Ltd (ASX:RWL) has delivered $1.2 billion worth of infrastructure and services globally over 30 years, modernizing around 2 million hectares of irrigated land.
The company has secured significant projects in Chile, Costa Rica, and Italy, totaling $11.9 million in the first half of the year.
Rubicon Water Ltd (ASX:RWL) has a strong pipeline of tenders worth more than $30 million, expected to contribute materially to FY26 results.
The company has seen a strong start to the second half of the year, with $9.3 million in new contracts signed since January 1, compared to $3.9 million in the prior comparable period.
Rubicon Water Ltd (ASX:RWL) is making strides in corporate funding, securing its first direct contract from corporates aiming for water savings for ESG goals.

Negative

Revenue for the last financial year was down 9% to $29 million, impacted by exchange rate fluctuations and a government funding freeze in the US.
The US market was significantly affected by a funding freeze, delaying projects and impacting revenue and gross margin.
Operating expenses increased by $1.2 million, mainly due to higher employee costs and legal services related to exiting a joint venture in China.
The company reported a bottom-line loss of $6.4 million, $5.05 million more than the previous corresponding period.
Cash flow was negatively impacted, with an operating cash outflow of $2.9 million due to lower sales and a negative profit result for the first half.

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

RWL.AX - Rubicon Water Ltd
Half Year 2026 Rubicon Water Ltd Earnings Call
Feb 26, 2026 / 11:30PM GMT

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Presentation
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Unidentified_1 [1]
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I'll go through the presentation that was released this morning on the ASX. To ask a question, please, submit them via the Q&A button at the bottom of the screen, and we'll do our best to get through as many of those as possible. I'll now hand it over to Bruce.

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Unidentified_2 [2]
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Thank you Ben, and yeah, thanks everyone for attending our path year update.

In May this year we're going to come to the end of our 30th year of operations. Across that period we've delivered $1.2 billion worth of infrastructure and services globally.

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