Superloop Ltd (ASX:SLC)

Half Year 2025 Superloop Ltd Earnings Call Transcript

Feb 20, 2025 / 11:30 PM GMT

Release Date Price: A$2.13 (+0.95%)

Transcript

Key Points

Positve

Superloop Ltd (ASX:SLC) reported a 63% increase in total customers, reaching over 664,000, driven by growth in the consumer segment and successful migration of Origin customers.
Revenue for the half increased by 31% to $258 million, with underlying EBITDA growing at a faster rate, reflecting strong operating leverage.
The company achieved a significant reduction in net loss after tax, narrowing to $7.8 million, an improvement of $10.9 million from the prior period.
Superloop Ltd (ASX:SLC) successfully increased its NBN market share by over 50%, ending at 6.3% of the market as of December 31, 2024.
The acquisition of Uicom is expected to expand infrastructure reach and support continued growth, adding substantial scale to domestic infrastructure.

Negative

The business segment experienced flat revenue growth due to sector-wide price erosion on corporate data products, offsetting volume gains.
Operating expenses increased by 12.4%, largely driven by a 21.6% increase in marketing investment, although returns on this spend were positive.
The company continues to operate at a net loss, although it has narrowed compared to the previous period.
Price erosion in the business segment is expected to persist into the second half of FY25, impacting revenue growth.
The integration of the Uicom acquisition is expected to be neutral in terms of net EBITDA and cash contributions within the first year, setting modest expectations during the transition.

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

SLC.AX - Superloop Ltd
Half Year 2025 Superloop Ltd Earnings Call
Feb 20, 2025 / 11:30PM GMT

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Presentation
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Unidentified_1 [1]
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Thank you very much.

Good morning, everybody, and welcome to Souploop's 2025 1st half results briefing. My name is Paul Tyler. I'm the CEO of Superloop, and I'm joined here by Dean Tognella, our group CFO.

I'm pleased today to be delivering our results for what has been another exceptional period of growth in the business.

And with these results, we continue to demonstrate that we have the right strategy, driving continuing gains in market share, revenue, and earnings.

If we jump to slide 3, we'll, start with some highlights for the half.

So we're now halfway through our 3-year double-down strategy. I'm pleased to say we're tracking well to deliver on the 3-year targets we set some 18 months

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