ABB FY25 Results - Investor Presentation

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Stock Aussie Broadband Ltd (ABB.ASX)
Release Time 25 Aug 2025, 8:50 a.m.
Price Sensitive Yes
 ABB FY25 Results - Investor Presentation
Key Points
  • 15% growth in broadband connections and 8.4% NBN market share
  • Underlying EBITDA $138.2m, up 14.7% on pcp
  • $18m capital deployed to Aussie Fibre to improve utilisation and returns
Full Summary

Aussie Broadband reported its FY25 results, highlighting strong operational and financial performance. The company grew broadband connections by 15% and increased its NBN market share to 8.4%. Underlying EBITDA increased by 14.7% to $138.2m, driven by diversified revenue streams, productivity improvements, and successful integration of the Symbio acquisition. Aussie Broadband deployed $18m of capital to expand its Aussie Fibre network, aiming to improve utilisation and returns through increased on-net and near-net connections. The company remains focused on enhancing customer experience, driving productivity, and executing strategic initiatives to support its long-term growth ambitions, including expanding its presence in the Enterprise & Government and Wholesale segments. Aussie Broadband's realigned operating structure and new leadership team are expected to underpin the company's ability to deliver on its 'Look-to-28' strategy and become the telco people love.

Guidance

Aussie Broadband is targeting Group revenue of over $1.6bn, NBN market share above 11%, and EBITDA margin above 12.5% by FY28. The company also expects EPS growth of over 20% CAGR based on FY25 underlying NPATA.

Outlook

Aussie Broadband is well-positioned to benefit from the shift to fibre and NBN speed upgrades, with expected growth in its Residential, Business and Enterprise & Government, and Wholesale segments. The company is focused on driving ARPC growth, leveraging its growing referenceability in the E&G market, and unlocking further synergies from the Symbio integration to enhance customer experience and capabilities.