Full Year 2026 Boom Logistics Ltd Earnings Call Transcript

Aug 18, 2026 / 01:00 AM GMT

Release Date Price: €1.27 (+4.10%)

Transcript

Key Points

Positve

Underlying NPAT increased 37.6% to $12.8 million, with underlying EPS up 48.2% to $0.329, reflecting strong margin and utilization improvements.
Free cash flow surged 83% to $18.3 million, driven by a 42% increase in net operating cash flow to $52.8 million, enhancing capital management flexibility.
The balance sheet strengthened, with cash up to $24.7 million and debt reduced from $93 million to $85 million, leaving $77 million in undrawn facility capacity.
Return on net assets improved to 9% from 8% in FY25, supported by better asset utilization, stronger margins, and disciplined capital allocation, with a medium-term goal of double-digit returns.
The company secured a significant seven-year contract with BHP's Olympic Dam, adding to a solid pipeline and providing long-term earnings visibility, particularly in the copper sector.
Fleet modernization is on track with an average fleet age of 5.9 years, within the target range, allowing for flexible and non-pressured future investment decisions.

Negative

Revenue growth remained modest at just 2.4% to $271 million, indicating that profit growth is being driven more by cost discipline and margin expansion than top-line expansion.
The company incurred $2.3 million in costs related to the Clark Creek incident, along with a net $800,000 recoupment for misuse of company funds, highlighting operational and governance risks.
Statutory NPAT comparisons were negatively impacted by the absence of a $14 million deferred tax asset recognized in FY25, and the company remains in a non-tax-paying position for the medium term.
The dividend remains unfranked, which may be less attractive to certain investors, despite a slight increase to $0.0225 per share.
Management noted a 'selective' approach to renewables, particularly wind farm work, due to approval delays and a focus on managing risk, potentially limiting growth in that sector.
The company's aspiration to reach a 15% return on net assets is considered a medium-term goal, with management acknowledging it will not be achieved in the near term.

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

BOL.AX - Boom Logistics Ltd
Full Year 2026 Boom Logistics Ltd Earnings Call
Aug 19, 2026 / 01:00AM GMT

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Presentation
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Unidentified_1 [1]
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Good morning, everyone, and thank you for joining us.

Those less familiar with Boom, we're Australia's only ASX-listed crane and lifting company, operating nationally across 17 locations.

Cranes and lifting remain at our core, but we're increasingly more than a crane business, combining our fleet with engineering, workforce solutions and technology to meet the broader needs of our customers.

FY26 was a strong year for the business, particularly across earnings, margin, cash generation and how we're managing shareholder capital.

Let me get straight into the results.

We're delighted to present the FY26 result.

There are a few numbers I particularly call out.

Revenue

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