Aussie Broadband Limited

ABB.ASX

Communication Services

Telecommunications services and products provider

Market Data

Price

$4.690

-0.0%
Market Cap

$1.5B

P/E Ratio

54.0x

EPS

$0.088

Div. Yield

1.02%

52-Week Change

-0.1%

Latest Earnings

ABB Half Year Results

23 February 2026

Revenue
$637.80
+8.4% YoY
NPAT
$5.10
Dividend
$0.02

Aussie Broadband delivered strong H1 FY26 results with revenue up 8.4% to $637.8M and underlying EBITDA growing 13.5% to $74.7M, driven by organic customer growth and operational efficiencies. The company upgraded its FY26 underlying EBITDA guidance to $162-167M (17-21% growth) and is positioned to become Australia's third-largest NBN provider through recent acquisitions including AGL Telco and wholesale agreements. Strong momentum continues with improved market share, high-speed plan adoption, and enhanced dividend of 2.4 cents per share. Key points: Strong underlying EBITDA growth of 13.5% to $74.7M with upgraded FY26 guidance to $162-167M; Market share increased 0.4ppts to 8.8% with 69% of customers now on 100Mbps+ plans following NBN Accelerate Great launch; Major acquisitions including AGL Telco (350,000 connections) and Nexgen positioning company as third-largest NBN provider

Recent Announcements

3 Jul 2026 Sph Neutral

Becoming a substantial holder from MQG

MQG became a substantial holder (5.09%).

25 Jun 2026 Sph Neutral

Becoming a substantial holder

State Street Corporation became a substantial holder (5.43%).

23 Jun 2026 Sph Neutral

Ceasing to be a substantial holder

State Street Corporation ceased to be a substantial holder.

18 Jun 2026 Sph Neutral

Ceasing to be a substantial holder

Vanguard Group (The Vanguard Group, Inc. ceased to be a substantial holder.

15 Jun 2026 Sph Neutral

Notice of Initial Substantial Holder from AGL

AGL became a substantial holder (6.98%).

15 Jun 2026 Sph Neutral

Becoming a substantial holder

Aussie Broadband Limited became a substantial holder (9.23%).

15 Jun 2026 Guidance Neutral

Strategic Transactions and Trading Update

Aussie Broadband Limited (ASX:ABB) completed the acquisition of AGL Energy's telecommunications business, with AGL receiving $115 million in shares (approximately 7% stake), adding 350,000 NBN and mobile connections expected to migrate by Q2 FY27 and contribute $21 million in annualized EBITDA. The company also completed migrations of More Telecom and Tangerine Telecom customers (circa 275,000 connections, $12 million annualized EBITDA) and other strategic transactions, positioning it to become the third-largest NBN provider with over 1.3 million NBN connections.

18 Mar 2026 Sph Neutral

Becoming a substantial holder

Vanguard Group (The Vanguard Group, Inc. became a substantial holder (5.031%).

23 Feb 2026 Supplementary Positive

ABB Half Year Results - Investor Presentation

Aussie Broadband delivered strong H1 FY26 results with underlying EBITDA up 13.5% to $74.7M and revenue growth of 8.4% to $637.8M. The company has secured major partnerships with More/Tangerine (290k connections) and AGL Telco (350k connections) that will significantly boost scale, positioning ABB to become Australia's third-largest NBN provider by end of 2026. Key points: Strong underlying EBITDA growth of 13.5% to $74.7M with margin improvement to 11.7%; Major partnerships secured: More/Tangerine (290k connections) and AGL Telco (350k connections) providing significant scale; NBN market share increased to 8.8%, positioned to become third-largest NBN provider by end of 2026

23 Feb 2026 Actual Results Positive

ABB Half Year Results

Aussie Broadband delivered strong H1 FY26 results with revenue up 8.4% to $637.8M and underlying EBITDA growing 13.5% to $74.7M, driven by organic customer growth and operational efficiencies. The company upgraded its FY26 underlying EBITDA guidance to $162-167M (17-21% growth) and is positioned to become Australia's third-largest NBN provider through recent acquisitions including AGL Telco and wholesale agreements. Strong momentum continues with improved market share, high-speed plan adoption, and enhanced dividend of 2.4 cents per share. Key points: Strong underlying EBITDA growth of 13.5% to $74.7M with upgraded FY26 guidance to $162-167M; Market share increased 0.4ppts to 8.8% with 69% of customers now on 100Mbps+ plans following NBN Accelerate Great launch; Major acquisitions including AGL Telco (350,000 connections) and Nexgen positioning company as third-largest NBN provider

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