Sgh Limited
SGH.ASXIndustrials
SGH Ltd is a leading Australian diversified operating company, with market leading businesses across industrial services, energy and media.
Market Data
$40.960
-0.0%$16.8B
38.4x
$1.074
1.55%
-0.1%
Latest Earnings
Half Year Results Presenters Notes and Q & A
11 February 2026
SGH delivered a strong first-half FY26 result with EBITDA up 1% to $1.1B and NPAT up 2% to $518M, despite revenue being flat at $5.4B due to normalized WesTrac capital sales. The company demonstrated excellent cash generation with operating cash flow up 32% to $1.1B and reduced leverage to 1.91x, supporting a 7% increase in dividends to 32cps and maintaining FY26 guidance for low to mid single-digit EBIT growth. Key points: Operating cash flow surged 32% to $1.1B with 98% EBITDA cash conversion; EBIT margin expanded 30 basis points to 15.6% driven by disciplined cost control; Boral delivered record first-half performance with 10% EBIT growth to $284M
Recent Announcements
Earnings Release - 11 February 2026
Upcoming earnings release expected 11 February 2026 (from Yahoo Finance (confirmed))
Half Year Results Presenters Notes and Q & A
SGH delivered a strong first-half FY26 result with EBITDA up 1% to $1.1B and NPAT up 2% to $518M, despite revenue being flat at $5.4B due to normalized WesTrac capital sales. The company demonstrated excellent cash generation with operating cash flow up 32% to $1.1B and reduced leverage to 1.91x, supporting a 7% increase in dividends to 32cps and maintaining FY26 guidance for low to mid single-digit EBIT growth. Key points: Operating cash flow surged 32% to $1.1B with 98% EBITDA cash conversion; EBIT margin expanded 30 basis points to 15.6% driven by disciplined cost control; Boral delivered record first-half performance with 10% EBIT growth to $284M
Presentation of Half Year Results
SGH delivered flat EBIT of $844m despite challenging market conditions, supported by margin expansion at its industrial services businesses WesTrac and Boral. Strong operating cash flow of $1,084m (up 32%) and reduced leverage to 1.91x demonstrate improved financial resilience, with management reiterating guidance for low to mid-single digit EBIT growth in FY26. Key points: EBIT margin improved to 15.6% (up 30bp) driven by profitability improvements at Boral and WesTrac; Strong operating cash flow of $1,084m, up 32% with EBITDA cash conversion of 98%; Leverage reduced to 1.91x, below target range and improved 4% since year-end
Appendix 4D and Half Year Financial Report
SGH reported mixed HY26 results with revenue declining 1.8% to $5.41B, but underlying NPAT increased 2.2% to $516.6M. The company maintained its interim dividend at 32 cents fully franked while continuing investment in growth assets including $96M in producing and development assets. Key points: Underlying NPAT grew 2.2% to $516.6M despite revenue decline; Maintained interim dividend at 32 cents fully franked; Strong operating cash flow of $740.8M, up 46.5% from prior period
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