• Group revenue of $1.180bn (+1.8%) and EBITDA of $126.8m (-2.1%)
• Completed strategic acquisitions, with additional opportunities under assessment
• Challenging 1H25 operating conditions offset by stronger 2H25 performance

Johns LYNG Group Ltd reported its FY2025 results, with group revenue of $1.180bn (+1.8%) and EBITDA of $126.8m (-2.1%). The company's BaU revenue grew 15.2% to $1.098bn, while CAT revenue declined 60.1% to $82.0m. BaU EBITDA increased 15.9% to $118.0m, partially offsetting a 68.2% decline in CAT EBITDA to $8.8m. The group completed several strategic acquisitions during the year, including in the Strata Management and Essential Compliance & Home Services segments, and has additional opportunities under assessment. The FY2025 result was impacted by challenging 1H25 operating conditions, including unusually benign weather conditions that suppressed industry volumes, which were offset by stronger 2H25 performance supported by several weather events and stronger job volumes. The company has taken mitigating actions, including a reinvigorated sales strategy, client focus, and a cost reduction program to right-size the overhead base.

FY2026 forecast: Key operational challenges include ongoing NSW recovery, 1H25 JL USA project commencement delays now online, and FY25 characterised by unusually benign weather conditions suppressing industry volumes. Mitigating actions taken include reinvigorated sales strategy, client focus, and cost reduction program complete.