Trajan Group Holdings Limited

TRJ.ASX

Health Care

Development and manufacture of analytical and life sciences instruments and devices.

Market Data

Price

$0.315

-0.1%
Market Cap

$51.1M

P/E Ratio

-100000.0x

EPS

$-0.009

Div. Yield

0.00%

52-Week Change

-0.5%

Latest Earnings

H1 FY26 Financial Results Release

26 February 2026

Revenue
$84.10
+3.8% YoY
NPAT
$0.80
-20.0% YoY

Trajan Group reported H1 FY26 revenue of $84.1M (up 3.8%) but normalised EBITDA fell 36.2% to $5.0M due to FX impacts, tariff-related costs, and regional expansion expenses. Despite the challenging first half, management maintained full-year guidance expecting revenue to exceed $170M and nEBITDA to exceed $16M. Key points: Record Q2 revenue of $45.4M showing strong momentum building into H2; Components & Consumables segment showed resilience with 6.1% revenue growth to $51.9M; Disruptive Technologies segment achieved 40.2% revenue growth and 69.4% improvement in nEBITDA

Recent Announcements

27 May 2026 Guidance Neutral

Trading Update - Operational initiatives, AUD revaluation H2

Trajan Group Holdings Limited (ASX: TRJ) issued a trading update confirming H2 FY26 market demand and operational initiatives are on track, but noted that Australian dollar appreciation is likely to reduce reported results by approximately $4.0M in Revenue and $2.0M in nEBITDA, though the company's cash position is protected through FX hedging contracts to June 2027.

26 Feb 2026 Actual Results Neutral

H1 FY26 Financial Results Release

Trajan Group reported H1 FY26 revenue of $84.1M (up 3.8%) but normalised EBITDA fell 36.2% to $5.0M due to FX impacts, tariff-related costs, and regional expansion expenses. Despite the challenging first half, management maintained full-year guidance expecting revenue to exceed $170M and nEBITDA to exceed $16M. Key points: Record Q2 revenue of $45.4M showing strong momentum building into H2; Components & Consumables segment showed resilience with 6.1% revenue growth to $51.9M; Disruptive Technologies segment achieved 40.2% revenue growth and 69.4% improvement in nEBITDA

26 Feb 2026 Supplementary Neutral

H1 FY26 Financial Results Presentation

Trajan Scientific and Medical reported H1 FY26 results with revenue up 3.8% to $84.1M but nEBITDA down 36.2% to $5.0M, citing macroeconomic headwinds, tariff impacts, and margin pressures from regional expansion; the company maintained FY26 guidance of $170M+ revenue and $16M+ nEBITDA, expecting recovery in H2 from cost reductions and pricing actions.

26 Feb 2026 Actual Results Negative

H1 FY26 Appendix 4D and Interim Report

Trajan Group delivered modest revenue growth of 3.8% to $84.1M for H1 FY26, driven by strong Components & Consumables performance (+6.1%) offsetting weakness in Capital Equipment (-2.7%). However, normalised EBITDA fell significantly from $7.9M to $5.0M as margins compressed across most segments due to higher costs and timing issues. Key points: Components & Consumables segment showed resilience with 6.1% revenue growth to $51.9M; Disruptive Technologies segment delivered strong 40.2% revenue growth to $3.1M with 50.7% gross margin; Maintained global manufacturing footprint with over 630 employees across seven manufacturing sites

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