Full Year 2025 Aussie Broadband Ltd Earnings Call Transcript
Key Points
- Aussie Broadband Ltd (ASX:ABB) reported a strong underlying growth in both revenue and earnings, with a 19% increase in revenue across the group.
- The company achieved a 14.7% year-on-year increase in underlying EBITDA, reaching the high end of the upgraded guidance.
- Aussie Broadband Ltd (ASX:ABB) maintained its position as Australia's most trusted telco for the fourth consecutive year, according to Roy Morgan.
- The company successfully diversified its revenue streams across residential, business, enterprise, government, and wholesale segments.
- Aussie Broadband Ltd (ASX:ABB) announced a new exclusive six-year wholesale services partnership with More and Tangerine, expected to contribute $12 million in annualized EBITDA from FY27.
- The telco environment remains challenging with ongoing margin pressure and intense competition.
- The company's EBITDA margin slightly declined to 11.6% due to the impact of Buddy Telco, although it improves to 12.5% when excluding this impact.
- Operating cash flow before interest and tax decreased by 8.5%, with cash conversion impacted by several items.
- The investment in Buddy Telco resulted in a negative impact on EBITDA of $10 million, leading to the decision to sell the brand and its customer base.
- Despite strong growth, the company faces challenges in maintaining its market share in a highly competitive broadband market.
Thank you for standing by and welcome to the Aussie Broadband Limited FY25 results call. (Operator Instructions) I'd now like to hand the conference over to Mr. Brian Maher, CEO. Please go ahead.
Thank you.
Good morning, everyone, and welcome to Aussie Broadband's FY25 results briefing.
My name is Brian Marr and I am the group Chief Executive Officer of Aussie Broadband.
I'd like to start off today by acknowledging the Aboriginal and Torres Strait Islanders as the first Australians and for their role as the original communicators, connectors, scientists and carers of the land and waters across Australia. We pay our respects to elders past and present. We commit to working respectfully to honor ongoing cultural and spiritual connections between the traditional owners of this country and to building an inclusive Australia together.
I'm joined on the call today by Andy Giles Knop, our CFO, and Michael Omeros, known to many as Mo, the group executive of wholesale and
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