Ive Group Limited

IGL.ASX

Communication Services

Marketing and print communications

Market Data

Price

$2.570

+0.0%
Market Cap

$395.2M

P/E Ratio

9.1x

EPS

$0.281

Div. Yield

7.00%

52-Week Change

-0.1%

Latest Earnings

IVE Group Announces Half Year Results to 31 December 2025

25 February 2026

Revenue
$476.50
-6.2% YoY
NPAT
$28.40
-3.0% YoY
EPS
$0.18
Dividend
$0.10

IVE Group delivered a solid half-year result with underlying NPAT declining 3.0% to $28.4m due to revenue softness in retail and media sectors, though this was largely offset by strong margin expansion with gross profit margin improving from 48.5% to 50.7%. The company maintained its interim dividend at 9.5¢ps and provided FY26 underlying NPAT guidance of around $50m, excluding acquisition impacts. Key points: Strong margin expansion with gross profit margin increasing from 48.5% to 50.7%; EBITDA grew 1.8% to $75.4m despite revenue decline; Good progress on 'Now to 2030' strategy with successful acquisitions and facility relocations

Recent Announcements

13 May 2026 Sph Neutral

Ceasing to be a substantial holder

Dimensional Entities ceased to be a substantial holder.

8 May 2026 Sph Neutral

Becoming a substantial holder

Dimensional Entities became a substantial holder (20%).

25 Feb 2026 Supplementary Neutral

Investor Presentation Half Year Results (31 December 2025)

IVE Group Limited reported its H1 FY26 results with revenue of $476.5m (down 6.2%), EBITDA of $75.4m (up 1.8%), and NPAT of $28.4m (down 3.0% from prior corresponding period), while expanding margins and completing three acquisitions including Impressu, Budget Mail Services, and Daily Press to strengthen its omni-channel capabilities.

25 Feb 2026 Actual Results Neutral

IVE Group Announces Half Year Results to 31 December 2025

IVE Group delivered a solid half-year result with underlying NPAT declining 3.0% to $28.4m due to revenue softness in retail and media sectors, though this was largely offset by strong margin expansion with gross profit margin improving from 48.5% to 50.7%. The company maintained its interim dividend at 9.5¢ps and provided FY26 underlying NPAT guidance of around $50m, excluding acquisition impacts. Key points: Strong margin expansion with gross profit margin increasing from 48.5% to 50.7%; EBITDA grew 1.8% to $75.4m despite revenue decline; Good progress on 'Now to 2030' strategy with successful acquisitions and facility relocations

25 Feb 2026 Actual Results Neutral

Appendix 4D and Half Year Results to 31 December 2025

IVE Group reported a 6.1% revenue decline to $479.1M for H1 FY26, though underlying EBITDA increased 1.8% to $75.4M. Strong margin expansion to 50.8% and cost control helped offset catalogue volume weakness, while the company completed three strategic acquisitions to accelerate its 'Now to 2030' strategy. Key points: Margin expansion to 50.8% reflecting leveraged scale and strict cost control; Strong cash generation with 84.0% operating cash conversion to EBITDA; Three strategic acquisitions completed (Impressu, BMS, Daily Press) advancing 'Now to 2030' strategy

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