Monadelphous Group Limited

MND.ASX

Industrials

Provision of engineering services within Australia.

Market Data

Price

$31.060

+0.0%
Market Cap

$3.1B

P/E Ratio

29.4x

EPS

$1.058

Div. Yield

2.83%

52-Week Change

+0.2%

Latest Earnings

Monadelphous Reports 2026 Half Year Results

24 February 2026

Revenue
$1,530
+45.6% YoY
NPAT
$64.90
+52.6% YoY
EPS
$0.65
Dividend
$0.49

Monadelphous delivered record half-year results with revenue of $1.53 billion (up 45.6% on pcp) and net profit of $64.9 million (up 52.6%), driven by strong activity across engineering construction and maintenance divisions. The company secured $1.4 billion in new contracts and extensions since July 2025, with management forecasting full-year FY26 revenue approximately 30% higher than prior year while maintaining operating margins. Key points: Record revenue of $1.53 billion, up 45.6% with strong performance across all sectors; Strong cash generation with $171.1 million operating cash flow and cash flow conversion rate of 186%; Secured $1.4 billion in new contracts and extensions since July 2025, providing strong forward pipeline

Recent Announcements

24 Feb 2026 Actual Results Positive

Monadelphous Reports 2026 Half Year Results

Monadelphous delivered record half-year results with revenue of $1.53 billion (up 45.6% on pcp) and net profit of $64.9 million (up 52.6%), driven by strong activity across engineering construction and maintenance divisions. The company secured $1.4 billion in new contracts and extensions since July 2025, with management forecasting full-year FY26 revenue approximately 30% higher than prior year while maintaining operating margins. Key points: Record revenue of $1.53 billion, up 45.6% with strong performance across all sectors; Strong cash generation with $171.1 million operating cash flow and cash flow conversion rate of 186%; Secured $1.4 billion in new contracts and extensions since July 2025, providing strong forward pipeline

24 Feb 2026 Actual Results Positive

Appendix 4D Half Year Report

Monadelphous Group delivered strong half-year results with revenue up 40.6% to $1.44 billion and net profit surging 52.6% to $64.9 million. The company increased its interim dividend by 48.5% to 49 cents per share, reflecting confidence in its performance and outlook. Key points: Strong revenue growth of 40.6% to $1.44 billion driven by robust operational performance; Net profit after tax jumped 52.6% to $64.9 million, demonstrating effective margin expansion; Interim dividend increased 48.5% to 49 cents per share, fully franked

24 Feb 2026 Supplementary Positive

2026 Half Year Results Presentation

Monadelphous delivered strong H1 2026 results with record revenue of $1.53 billion (up 46%) and NPAT of $64.9 million (up 53%), driven by robust demand across construction and maintenance services. The company maintains a healthy 7.59% EBITDA margin, strong cash position of $322 million, and provides positive outlook with FY26 revenue forecast to be approximately 30% higher than FY25. Strong performance was supported by major contract wins totaling $1.4 billion and strategic acquisitions expanding capabilities. Key points: Record revenue of $1.53 billion, up 46% with strong performance across all sectors; Construction revenue up 67% and maintenance revenue up 32% reflecting broad-based demand; Strong cash position of $322 million with excellent operating cash flow of $171 million and 186% conversion rate

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