Virgin Australia Holdings Limited.

VGN.ASX

Industrials

Airline

Market Data

Price

$2.740

-0.0%
Market Cap

$2.2B

P/E Ratio

6.3x

EPS

$0.438

Div. Yield

0.00%

52-Week Change

-0.1%

Latest Earnings

HY26 Financial Results ASX Release

27 February 2026

Revenue
$3,323
+9.3% YoY
NPAT
$279.00
+20.7% YoY
EPS
$0.43

Virgin Australia delivered strong 1HFY26 results with underlying EBIT up 11.7% to $490m and revenue growth of 9.3% to $3,323m, driven by robust leisure travel demand and benefits from the transformation program. Underlying NPAT grew 20.7% to $279m while net debt/EBITDA improved to 0.9x, well below the 1-2x target range. Management expects continued EBIT and margin growth in 2HFY26 despite persistent cost pressures from airport charges and maintenance. Key points: Underlying EBIT grew 11.7% to $490m with margin expansion of 40bps to 14.8%, demonstrating pricing power despite cost inflation; Underlying NPAT up 20.7% to $279m driven by strong EBIT and now in tax-paying position after utilising all tax losses from exit of administration; Revenue growth of 9.3% to $3,323m supported by strong leisure demand with RASK growth of 6.4%, outpacing cost increases

Recent Announcements

25 May 2026 Sph Neutral

Becoming a substantial holder

Pinnacle Investment Management Group Limited became a substantial holder (20%).

22 May 2026 Sph Neutral

Ceasing to be a substantial holder

Pinnacle Investment Management Group Limited ceased to be a substantial holder (20%).

15 Apr 2026 Neutral

Market Update - April 2026

Virgin Australia provided an April 2026 market update noting that while jet fuel prices have doubled since late February, strong customer demand and effective hedging (92% of Brent crude, 71% of refining margins) will limit FY26 impact to approximately $30-40m in additional fuel costs, with airfare and capacity adjustments offsetting impacts and leaving full-year financial guidance unchanged.

26 Mar 2026 Sph Neutral

Becoming a substantial holder

Pinnacle Investment Management Group Limited became a substantial holder (20%).

27 Feb 2026 Supplementary Neutral

HY26 Financial Results Investor Presentation

Virgin Australia released its 1HFY26 (half-year ended 31 December 2025) financial results showing underlying EBIT of $490m (up 11.7%), revenue of $3,323m (up 9.3%), and underlying NPAT of $279m (up 20.7%), with EBIT margin expanding to 14.8% driven by strong customer demand, transformation benefits, and RASK growth of 6.4%.

27 Feb 2026 Actual Results Positive

HY26 Financial Results ASX Release

Virgin Australia delivered strong 1HFY26 results with underlying EBIT up 11.7% to $490m and revenue growth of 9.3% to $3,323m, driven by robust leisure travel demand and benefits from the transformation program. Underlying NPAT grew 20.7% to $279m while net debt/EBITDA improved to 0.9x, well below the 1-2x target range. Management expects continued EBIT and margin growth in 2HFY26 despite persistent cost pressures from airport charges and maintenance. Key points: Underlying EBIT grew 11.7% to $490m with margin expansion of 40bps to 14.8%, demonstrating pricing power despite cost inflation; Underlying NPAT up 20.7% to $279m driven by strong EBIT and now in tax-paying position after utilising all tax losses from exit of administration; Revenue growth of 9.3% to $3,323m supported by strong leisure demand with RASK growth of 6.4%, outpacing cost increases

27 Feb 2026 Actual Results Positive

HY26 Appendix 4D and Interim Financial Report

Virgin Australia delivered strong 1HFY26 results with Underlying EBIT of $490.4m (up 11.7% yoy) and revenue growth of 9.3% to $3,322.9m, driven by solid operational performance, robust demand, and $200m+ in Transformation Program benefits. Statutory NPAT decreased to $341.1m (down 27.9%) primarily due to prior-year deferred tax asset recognition, but underlying NPAT improved 20.7% to $278.7m; management expects continued margin expansion as transformation execution and demand growth offset persistent inflationary cost pressures. Key points: Underlying EBIT of $490.4m, up 11.7% yoy, with underlying EBIT margin expanding 40bps to 14.8%; Strong revenue growth of 9.3% to $3,322.9m driven by 6.4% RASK improvement and solid capacity discipline; Transformation Program delivered $200m+ in gross benefits in H1 through revenue enhancements, cost improvements, and Velocity optimisation

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