The Environmental Group (EGL) Wilsons Advisory Rapid Insights Conference Presentation summary
Event summary combining transcript, slides, and related documents.
Wilsons Advisory Rapid Insights Conference Presentation summary
18 Jun, 2025Strategic vision and ESG focus
Committed to engineering a sustainable future by enhancing the circular economy and adhering to strong ESG principles.
Focused on providing integrated environmental solutions across multiple sectors.
Operating units and key offerings
Operates through divisions: Baltec (gas turbine systems), Energy (boilers and energy efficiency), Clean Air (air pollution control), Waste Services (recycling and waste management), and Water (PFAS removal technology).
Baltec (gas turbine systems)
Supplies specialist inlet and exhaust systems for the global gas turbine industry, supporting the shift to renewables.
Market demand driven by conversion to peaking load turbines and data center power needs.
Holds unique IP in silencers and filtration systems, positioning for future growth.
Key products include diverter dampers, inlet filters, silencers, and exhaust systems.
Latest events from The Environmental Group
- FY26 EBITDA guidance cut to $8.5–$9.0M after operational and logistics challenges.EGL
Trading update - Revenue up 8.6%, EBITDA up 25.9%, recurring revenue at 54.3%, strong outlook maintained.EGL
H1 2026 - FY25 revenue rose 13.9% with recurring revenue at 53% and strong growth forecast for FY26.EGL
AGM 2025 Presentation - Revenue up 13.9% to $111.9M, with recurring revenue and EBITDA growth driving expansion.EGL
Investor Presentation - Recurring revenue hit 58% in Q4, fueling double-digit growth and a strong FY26 outlook.EGL
H2 2025 - Strong revenue and EBITDA growth, recurring income, and innovation drive a positive outlook.EGL
AGM 2024 Presentation - Acquisition adds exclusive Maxitherm technology, recurring revenue, and national scale.EGL
M&A Presentation - Revenue up 18.8%, EBITDA up 51.7%, over 50% recurring, with strong FY25 growth outlook.EGL
H2 2024 - Revenue up 16.1%, but profit down 30.5% on project overrun; FY25 EBITDA growth expected.EGL
H1 2025