Stealth Group Holdings Ltd (ASX:SGI)
A$ 1.24 +0.095 (+8.3%) Market Cap: 185.45 Mil Enterprise Value: 215.34 Mil PE Ratio: 49.60 PB Ratio: 3.75 GF Score: 54/100

Full Year 2025 Stealth Group Holdings Ltd Earnings Call Transcript

Sep 03, 2025 / 02:00AM GMT
Release Date Price: A$0.815 (+7.24%)

Key Points

Positve
  • Stealth Group Holdings Ltd (ASX:SGI) achieved a record performance in FY25, marking significant milestones in financial and operational areas.
  • The acquisition of Force Technology in June 2024 expanded the company's platform, adding 3,000 retail outlets and enhancing market relevance.
  • The company is on track with its FY28 target of $300 million in sales, with strong progress in initiatives aligned to this plan.
  • Significant investments in technology and infrastructure have been made, including AI-powered systems to improve efficiency and customer experience.
  • The company's exclusive and private label products have exceeded initial targets, contributing 16% to total sales, ahead of the 10% target for FY28.
Negative
  • The company experienced a slight decrease in gross margin, although this was counterbalanced by cost management initiatives.
  • There is uncertainty regarding the impact of US tariffs and potential changes in the economic environment, which could affect future performance.
  • The company has not provided specific revenue guidance for FY26, indicating potential variability in achieving the $300 million target by FY28.
  • Some initiatives, such as the tool hire business, were delayed to ensure optimal customer experience, impacting short-term results.
  • The company faces challenges in expanding its market presence in Victoria and New South Wales, requiring further distribution partnerships.
Michael Arnold
Stealth Group Holdings Ltd - Chief Executive Officer, Group Managing Director, Executive Director

Okay, terrific. So thank you, everybody, for joining us. The 2025 full year results, briefing presentation of the Stealth Group Holdings, it's a pleasure to obviously present on an annual basis.

It's half year in terms of what our results are in this year, we've delivered a really good outcome for our business, and, just making sure that all the techs in place everything's okay to go. So, as I go through the presentation, if I can, in terms of formalities, I'll walk you through obviously the FY25 results, the FY28 plan, the question time, we will leave to the end, and if you have any questions, then please submit those online, and then we'll answer those, as many as those as we can. And for those that can't answer, just purely because of time, we'll obviously respond outside that to you.

So, if I can just start off with probably three key slides and points that I want to make on FY25 and the album. So first of all, it's a record performance for the company. It marks a

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