Johns Lyng Group Ltd (OTCPK:JLGRF)

Full Year 2025 Johns Lyng Group Ltd Earnings Call Transcript

Aug 26, 2025 / 12:00AM GMT

Release Date Price: $4.11

Transcript

Key Points

Positve

Johns Lyng Group Ltd (ASX:JLG) reported a resilient financial performance for FY25 with group revenue of $1.18 billion, up 1.8% from the previous year.
The Insurance Building and Restoration Service division delivered strong BaU EBITDA of $122.4 million, showcasing the robustness of core operations.
The company secured several major new client contracts, including multiyear agreements with Zurich, AIG, Aidacare, and TIO, and extended contracts with key clients like Suncorp and Hollard.
The acquisition of SSKB significantly bolstered the national platform in the Strata Management business, adding over 44,000 lots to the portfolio.
The Essential Compliance and Home Services division saw revenue growth of over 50%, supported by new contracts and the acquisition of Chill-Rite HVAC.

Negative

Johns Lyng Group Ltd (ASX:JLG) experienced a 13.6% contraction in US revenue due to project commencement delays in the first half of FY25.
The company's CAT EBITDA was lower at $8.8 million due to benign weather conditions, impacting overall earnings.
The forecasted group EBITDA for FY26 is $120.5 million, slightly below FY25, as the company continues to invest in strategic growth pillars.
The US operations faced challenging conditions, with margins falling short of the 10% target despite improvements in the second half.
Commercial Building Services experienced project management delays, affecting revenue consistency and margins.

Operator

Thank you for standing by, and welcome to Johns Lyng Group Limited JLG FY25 results call. (Operator Instructions)

I would like to hand the conference over to Mr. Scott Didier, Group CEO. Please go ahead.

Scott Didier

Johns Lyng Group Ltd - Chief Executive Officer, Managing Director, Executive Director

I will provide an overview of our performance for the (technical difficulty) 2025 financial year. Also joining me on this call this morning is Nick Carnell, Chief Executive Officer of Johns Lyng Group Australia; Matthew Lunn, Group Chief Financial Officer; Adrian Gleeson, Director of Investor and Business Relations; Gemma Sholl, Executive EA; and Pip Turnbull, EGM of Business Development.

I'll begin shortly with an overview of JLG performance for the period. Nick will then speak to the progress of our Australian operations before Matt provides some more details on our financials. I'll then provide some closing remarks on the outlook before opening the floor to questions.

I'm pleased to share that the group has delivered a resilient

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