Acrow Limited

ACF.ASX

Industrials

Leading provider of formwork and scaffold hire

Market Data

Price

$0.860

+0.1%
Market Cap

$253.9M

P/E Ratio

12.5x

EPS

$0.065

Div. Yield

6.07%

52-Week Change

-0.1%

Latest Earnings

FY26 Half Year Results

24 February 2026

Revenue
$155.90
+23.0% YoY
EPS
$0.04
Dividend
$0.02

Acrow reported record half-year revenue of $155.9M (up 23%) driven by strong Industrial Access division growth of 54%, but underlying EBITDA fell 3% to $38.0M and underlying NPAT dropped 22% to $12.9M due to margin compression and subdued Queensland construction conditions. The company provided FY26 guidance for 22% revenue growth and 2% EBITDA growth, positioning for strong recovery with Brisbane 2032 Olympics and infrastructure projects ahead. Key points: Record half-year revenue of $155.9M, up 23% driven by Industrial Access division growth of 54%; Industrial Access division now contributes 62% of group revenue with robust $300M order book; Strong positioning for Brisbane 2032 Olympics with major venue projects progressing toward builder awards

Recent Announcements

1 Apr 2026 Guidance Positive

ACF confirms FY26 guidance & provides initial FY27 guidance

Acrow Limited (ASX: ACF) confirmed its FY26 revenue and EBITDA guidance and provided initial FY27 guidance of $335-350 million revenue and $88-98 million EBITDA, supported by record March contract wins of $14.3 million and a record $256 million sales pipeline.

24 Feb 2026 Supplementary Neutral

FY26 Half Year Results Presentation

Acrow delivered solid 1H FY26 results with revenue growing 23% to $155.9M driven by Industrial Access acquisitions, though NPAT fell 22% to $12.9M due to subdued Queensland construction market conditions impacting EBITDA by $6M. The company provided FY26 guidance of $315-325M revenue (+21%) and $80-84M EBITDA (+2%), expecting momentum to build into Q4 FY26 and carry into FY27. Key points: Revenue grew 23% to $155.9M driven by Industrial Access acquisitions; Industrial Access now represents 62% of group revenue with strong recurring revenue base; Record hire pipeline increased 12% to $235M providing future visibility

24 Feb 2026 Actual Results Neutral

FY26 Half Year Results

Acrow reported record half-year revenue of $155.9M (up 23%) driven by strong Industrial Access division growth of 54%, but underlying EBITDA fell 3% to $38.0M and underlying NPAT dropped 22% to $12.9M due to margin compression and subdued Queensland construction conditions. The company provided FY26 guidance for 22% revenue growth and 2% EBITDA growth, positioning for strong recovery with Brisbane 2032 Olympics and infrastructure projects ahead. Key points: Record half-year revenue of $155.9M, up 23% driven by Industrial Access division growth of 54%; Industrial Access division now contributes 62% of group revenue with robust $300M order book; Strong positioning for Brisbane 2032 Olympics with major venue projects progressing toward builder awards

17 Feb 2026 Guidance Neutral

Acrow Confirms First Half 2026 Guidance Range

Acrow confirmed its 1H FY26 guidance with revenue expected to grow 22% to $153-157M while EBITDA remains flat at $37-40M compared to prior period. The Industrial Access division is tracking well toward $200M full year revenue, though Queensland formwork markets remain subdued with signs of Q4 recovery. Key points: Strong 22% revenue growth guidance for 1H FY26; Industrial Access division performing well and tracking toward $200M annual revenue; Record levels in SA and WA formwork markets

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