Lycopodium Ltd (OTCPK:LYOPF)

Half Year 2026 Lycopodium Ltd Earnings Call Transcript

Feb 17, 2026 / 01:00 AM GMT

Release Date Price: $7.2

Transcript

Key Points

Positve

Lycopodium Ltd (LYOPF) reported a revenue of $174.5 million for the period, with a net income of $18.3 million, achieving a 10.5% margin.
The company declared a $0.22 per share fully franked dividend for the half year, aligning with its traditional dividend policy.
Lycopodium Ltd (LYOPF) has a strong order book with committed contracts valued at $415 million and a revenue opportunity pipeline of $1.3 billion.
The company has been awarded several front-end engineering and design briefs, positioning it well for future project phases.
Lycopodium Ltd (LYOPF) is expanding its global presence, particularly in the Americas, with increased capacity in Perth, Toronto, Cape Town, Lima, and Manila.

Negative

There have been delays in the Tullukapi Gold Project and Blackwater expansion, impacting financial forecasts.
The labor market remains challenging, particularly in Australia, Canada, and South Africa, affecting recruitment efforts.
The Saxon acquisition has not yet met performance expectations, with a slower start than anticipated.
Project delays have led to underutilization of personnel, affecting profitability.
The company revised its guidance due to project delays, with expected group revenue between $370 and $410 million, and net income between $37 and $41 million.

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

LYL.AX - Lycopodium Ltd
Half Year 2026 Lycopodium Ltd Earnings Call
Feb 18, 2026 / 01:00AM GMT

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Presentation
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Unidentified_1 [1]
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Good morning.

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Unidentified_2 [2]
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Everyone and welcome to the Lycopodium first half FY26 results call. I'm SAM Wells from NWR Communications and joining me from the company today is Managing Director and CEO Peter Dillao, as well as CFO Justine Campbell.

Following a brief summary of the results released to the market this morning, investors and research analysts will have an opportunity to ask questions.

There will be the choice of two options. First, analysts and investors can either raise your hand should you ask, should you wish to ask a

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