Half Year 2026 Nick Scali Ltd Earnings Call Transcript

Feb 12, 2026 / 11:00 PM GMT

Release Date Price: €14 (-2.78%)

Transcript

Key Points

Positve

Nick Scali Ltd (ASX:NCK) reported a 13% increase in revenue to $251.7 million compared to the prior year.
The company's gross profit margin improved to 65.9%, up from 64.4% in the previous year.
Net profit after tax increased by 29% to $46.6 million, showcasing strong profitability.
The company successfully rebranded 16 stores to Nick Scali by December 2025, contributing to improved sales performance.
Cash and bank deposits stood at $91.7 million, indicating a strong liquidity position.

Negative

UK revenue decreased by 38.5% to $17.6 million due to store closures for rebranding.
The company reported a net loss after tax of $5.6 million in the UK, highlighting challenges in that market.
Operating expenses in the UK were $10.8 million, with additional marketing costs impacting profitability.
Interest-free subsidy costs in the UK affected gross margins, indicating financial pressure.
Traffic in ANZ stores decreased by 7% in January, potentially signaling consumer caution or market challenges.

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

NCK.AX - Nick Scali Ltd
Half Year 2026 Nick Scali Ltd Earnings Call
Feb 12, 2026 / 11:00PM 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 the Nick Scali Limited first half, 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 1 on your telephone keypad. I would now like to turn the conference over to Mr. Anthony Scali, managing director. Please go ahead.

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Unidentified_2 [2]
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Hi, good morning. Welcome to the results presentation for the first half of FY26.

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