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Temple & Webster Group (TPW) investor relations material
Temple & Webster Group Trading update summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Market and trading environment
Consumer confidence has reached historic lows, impacting short-term demand.
The long-term opportunity in the $40 billion furniture, homewares, and home improvement markets remains unchanged.
Profitability and financial outlook
Margin optimisation initiatives led to a record EBITDA of ~$2.5m in April, the most profitable April in company history.
FY26 revenue is expected to reach $665–675m (up 11–12% vs pcp), with EBITDA of $20–22m (up 6–17% vs pcp), with profitability stepping up in Q4 FY26.
Current margin run-rates suggest FY27 EBITDA could nearly double to ~$40m, even in a low growth scenario.
Strategic initiatives and operational changes
Implemented new promotional cadence, repriced catalogue, secured more supplier support, restructured marketing, and slowed fixed cost growth.
These actions have established a clear path to doubling EBITDA in FY27 despite economic headwinds.
- Revenue up 20% to AUD 376m, EBITDA margin 4%, strong cash and Home Improvement growth.TPW
H1 202620 Apr 2026 - 26% revenue growth, 2.3% market share, and strong cash position despite one-off costs.TPW
H2 202427 Mar 2026 - FY25 delivered 21% revenue growth, record profits, and strong cash flow, supporting future expansion.TPW
H2 202527 Mar 2026 - Record revenue growth, robust cash, and strategy support AUD 1B sales target and future expansion.TPW
AGM 202418 Jan 2026 - Revenue up 24%, EBITDA up 76%, and profit after tax up 118% with strong cash flow.TPW
H1 202515 Dec 2025 - Record revenue, market share gains, and all resolutions passed amid market volatility.TPW
AGM 202526 Nov 2025
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