Half Year 2025 ALS Ltd Earnings Call Transcript
Key Points
- ALS Ltd (CPBLF) reported a 14% increase in overall revenue to $1.4 billion for the first half of fiscal year 2025.
- The company achieved strong cash conversion, representing 91% of underlying EBITDA, marking the strongest H1 seasonal performance in years.
- ALS Ltd (CPBLF) maintained a robust EBIT margin above 30% in its minerals division, demonstrating resilience despite market challenges.
- The environmental business saw strong organic revenue growth of 11.8%, driven by supportive industry megatrends.
- ALS Ltd (CPBLF) declared an interim dividend of 18.9 cents per share, with an increased franking to 30%.
- The overall EBIT margin declined to 17.1%, impacted by recent acquisitions and adverse foreign exchange effects.
- Underlying net profit after taxes decreased by 3.9% to $152.3 million.
- The pharmaceutical business experienced a negative organic growth of 3.4%, with mixed performance across operations.
- ALS Ltd (CPBLF) faced challenges with volatile sample flows in the minerals division, impacting visibility and forecasting.
- The company reported a decline in revenue for its commodities division by 1.7% due to subdued exploration activities and adverse FX impacts.
Thank you for joining. Welcome to ALS investor presentation for H1 FY25 results presentation. (Operator Instructions) Please be advised that today's conference is being recorded. I'll now like to hand the call over to your first speaker today, Mr. Melchandin, CEO and Managing Director.
Thank you, please go ahead.
Thanks, Desmond. And good morning and thank you all for taking the time to join today's briefing. It is great to be back with all of you to share ALS happier results. I am here today joined by our Chief Financial Officer, Stuart Haddon.
As usual, this presentation will run for approximately 40 minutes and it will be followed by a Q&A session. So, let's start by running through the highlights from our half-year results. All in all, we are pleased with our progress as we continue to grow and build resilience into the portfolio.
Underlying EBIT increased by 2.1% to $250 million despite adverse foreign exchange impacts on a constant currency basis was up 8.5% to $266 million. We saw
| Access to All Earning Calls and Stock Analysis | |
| 30-Year Financial on one screen | |
| All-in-one Stock Screener with unlimited filters | |
| Customizable Stock Dashboard | |
| Real Time Insider Trading Transactions | |
| 8,000+ Institutional investors’ 13F holdings | |
| Powerful Excel Add-in and Google sheets Add-on | |
| All data downloadable | |
| Quick customer support | |
| And much more... |
Trustpilot
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
