Superloop Ltd (ASX:SLC)

Half Year 2026 Superloop Ltd Earnings Call Transcript

Feb 17, 2026 / 11:30 PM GMT

Release Date Price: A$2.42 (+0.83%)

Transcript

Key Points

Positve

Superloop Ltd (ASX:SLC) reported a 23% year-on-year increase in revenue, reaching $317.6 million, driven by customer growth in consumer and wholesale segments.
The company achieved a 46% year-on-year increase in underlying EBITDA, amounting to $55.8 million, indicating strong operating leverage.
Net profit after tax improved by $12.9 million year-on-year, reaching $5.1 million, with expectations for continued growth in net profit and earnings per share.
Customer base grew by 21% year-on-year, ending the half with 805,000 customers, with 74,000 net customer additions, primarily organic.
Superloop Ltd (ASX:SLC) announced the acquisition of Lightning Broadband, enhancing its infrastructure credentials and supporting its smart communities strategy.

Negative

Despite strong growth, business revenue only increased by 4%, indicating slower growth compared to other segments.
The competitive market backdrop and industry changes, such as NBN speed bestowal and pricing structure changes by competitors, pose challenges.
The acquisition of Lightning Broadband, while strategic, involves a significant investment of $165 million, funded from existing cash and debt facilities.
The company faces intense competition in the consumer broadband market, which is described as a commodity proposition, potentially impacting margins.
There is a reliance on maintaining high customer satisfaction and brand awareness to sustain growth, which requires ongoing investment in marketing and technology.

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

SLC.AX - Superloop Ltd
Half Year 2026 Superloop Ltd Earnings Call
Feb 17, 2026 / 11:30PM 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 Superloop Limited HY 26 results. All participants are in a listen-only mode. There will be a presentation followed by a question-and-answer session.

If you wish to ask a question, you will need to press the star key followed by the number one on your telephone keypad.

I would now like to hand the conference over to Mr. Paul Tyler, Chief Executive Officer. Please go ahead.

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Unidentified_2 [2]
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Thank you.

Hi, good morning all and welcome to Soup loop's 2026 1st half results investor briefing.

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