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SGH
SGH (SGH) investor relations material
SGH H1 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.H1 2026 earnings summary10 Feb, 2026
Executive summary
Revenue was flat to slightly down at AUD 5.4 billion, with EBIT of AUD 844 million and underlying NPAT up 2% to AUD 518 million, despite normalization of WesTrac capital sales and variable market conditions.
EBIT margin improved 30 bps to 15.6% due to profitability improvements at Boral and WesTrac.
Operating cash flow increased 32% to AUD 1.1 billion, with EBITDA cash conversion at 98%.
Interim fully franked dividend increased 7% to AUD 0.32 per share, reflecting a commitment to stable and growing dividends.
Safety performance improved, with LTIFR down 36% and TRIFR down 31%.
Financial highlights
Revenue of AUD 5.4 billion, down 2% year-over-year, with 7% revenue growth at Boral offsetting WesTrac normalization.
EBITDA up 1% to AUD 1.1 billion; EBIT up to AUD 844 million; underlying NPAT up 2% to AUD 518 million.
Statutory NPAT up 1% to AUD 473 million, after AUD 46 million in pre-tax significant items.
Operating cash flow increased 32% to AUD 1.1 billion; net debt reduced 4% to AUD 4 billion; available liquidity at AUD 2.1 billion.
Net tangible asset backing per share increased to AUD 7.14 from AUD 6.29.
Outlook and guidance
FY26 guidance for low to mid-single digit EBIT growth reiterated, supported by operational momentum and balanced sector outlook.
Second half skew expected to be consistent with prior years (approx. 56/44 split).
Focus remains on disciplined execution, sales capture, operational leverage, and innovation, including AI adoption.
Remaining performance obligations of AUD 379.9 million, with 17% expected within 12 months.
Upcoming debt maturities and refinancing plans
What drives the increase in Boral's capital expenditure?
What drove the increase in equity investee dividends?
What is SGH's max comfortable leverage for M&A?
WesTrac: How to sustain margin with capital sales off?
Boral: What drives future margin expansion?
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Next SGH earnings date
H2 202612 Aug, 2026
SGH
Next SGH earnings date
H2 202612 Aug, 2026
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Frequently asked questions
Seven Group Holdings Limited is a diversified conglomerate based in Australia, with a focus on heavy equipment sales and service, equipment hire, construction materials, media, broadcasting, and energy assets. The company operates through several segments, including WesTrac, Coates, Boral, Energy, Media Investments, and Other Investments. WesTrac serves as a Caterpillar dealer providing heavy equipment sales and support services, while Coates offers a wide range of general and specialist equipment for hire. Boral is recognized as Australia's largest integrated construction materials business. Additionally, Seven Group Holdings has interests in the energy sector, with investments in oil and gas, and in the media landscape, holding a significant shareholding in Seven West Media, one of Australia's major media companies. The company is headquartered in Sydney, Australia, and its shares are listed on the Australian Securities Exchange.
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