Bhagwan Marine Limited

BWN.ASX

Industrials

Provider of marine services within ports, nearshore, offshore, and sub-sea services.

Market Data

Price

$0.300

-0.0%
Market Cap

$119.1M

P/E Ratio

12.6x

EPS

$0.024

Div. Yield

3.33%

52-Week Change

-0.3%

Latest Earnings

Bhagwan Marine 1H26 Interim Financial Report and Appendix 4D

26 February 2026

Revenue
$116.90
-24.0% YoY
NPAT
$2.90
-67.0% YoY
EPS
$0.01
Dividend
$0.01

Bhagwan Marine Limited reported a challenging 1H26 result with revenue down 24% to $116.9M and NPAT declining 67% to $2.9M, driven by timing of major contract awards. However, the company showed operational resilience with improved EBITDA margins (19% vs 18%) and strong operating cash flow up 21% to $25.4M, while announcing a significant acquisition of Riverside Marine Holdings for up to $130M. Key points: EBITDA margin improved to 19% from 18% despite revenue decline; Operating cash flow increased 21% to $25.4M showing strong cash generation; Announced significant acquisition of Riverside Marine Holdings for up to $130M to enhance scale and diversification

Recent Announcements

19 May 2026 Sph Neutral

Form 604 Change of Interests Substantial Holder - Kannikoski

Kannikoski changed substantial holding from 30.12% to 30.23%.

14 May 2026 Sph Neutral

Change of Interests of Substantial Holder - Velrosso Pty Ltd

Velrosso Pty Ltd disclosed a change in substantial holding.

12 May 2026 Guidance Neutral

Bhagwan Marine Trading Update

Bhagwan Marine Limited (ASX: BWN) has revised its FY26 EBITDA guidance to $38.5m-$40.5m (excluding Riverside Marine), citing Middle East geopolitical conflicts and energy sector restructuring causing project timing delays, though underlying long-term demand remains strong. Including the Riverside Marine acquisition completed 31 March 2026, consolidated FY26 EBITDA is expected to be $44.5m-$46.5m, with the company maintaining a positive outlook supported by strong tendering activity and a healthy project pipeline.

1 Apr 2026 Sph Neutral

Becoming a substantial holder

Fullahead Pty Ltd, Hume Kenneth Campbell and the entities listed below became a substantial holder (6.14%).

31 Mar 2026 Sph Neutral

Becoming a substantial holder - Escrowed Shares

Escrowed Shares became a substantial holder (12.28%).

31 Mar 2026 Sph Neutral

Form 604 Change of Interests Substantial Holder - Kannikoski

Kannikoski changed substantial holding from 35.63% to 30.12%.

31 Mar 2026 Sph Neutral

Form 604 Change of Interests Substantial Holder - Wooles

Wooles changed substantial holding from 7.42% to 6.29%.

26 Feb 2026 Actual Results Neutral

Bhagwan Marine 1H26 Interim Financial Report and Appendix 4D

Bhagwan Marine Limited reported a challenging 1H26 result with revenue down 24% to $116.9M and NPAT declining 67% to $2.9M, driven by timing of major contract awards. However, the company showed operational resilience with improved EBITDA margins (19% vs 18%) and strong operating cash flow up 21% to $25.4M, while announcing a significant acquisition of Riverside Marine Holdings for up to $130M. Key points: EBITDA margin improved to 19% from 18% despite revenue decline; Operating cash flow increased 21% to $25.4M showing strong cash generation; Announced significant acquisition of Riverside Marine Holdings for up to $130M to enhance scale and diversification

20 Feb 2026 Sph Neutral

Change of Interests of Substantial Holder - Velrosso Pty Ltd

Velrosso Pty Ltd disclosed a change in substantial holding.

17 Feb 2026 Sph Neutral

Form 604 Change of Interests Substantial Holder - Wooles

Wooles changed substantial holding from 8.50% to 7.42%.

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