SLC - CEO Presentation - 2025 AGM
| Stock | Superloop Ltd (SLC.ASX) |
|---|---|
| Release Time | 13 Nov 2025, 9:44 a.m. |
| Price Sensitive | Yes |
Superloop CEO Presentation at 2025 AGM
- Exceptional FY25 performance across all key metrics including 60% growth in customers, 31% revenue growth, and 70% growth in Underlying EBITDA
- Substantial market share gains in the nbn broadband market, up 2.8% to 6.7%
- Continued focus on ESG, including board diversity, gender pay gap reduction, and sustainability initiatives
Superloop's CEO provided a comprehensive update at the company's 2025 Annual General Meeting, highlighting the exceptional performance delivered in FY25. Key highlights include a 60% growth in customers to 731,000, a 31% increase in revenue to $546 million, and a 70% jump in Underlying EBITDA to $92.2 million. The company also made substantial market share gains in the nbn broadband market, increasing its share by 2.8% to 6.7%. Superloop continued to focus on ESG, with the addition of a new independent director to the board, further reduction in the gender pay gap, and the implementation of various sustainability initiatives. Looking ahead to FY26, the company provided guidance for Underlying EBITDA growth of 18-27%, reflecting the positive momentum in the business. The CEO's presentation provided a comprehensive overview of Superloop's strong performance and strategic priorities.
Superloop provided FY26 guidance for Underlying EBITDA of $109 million to $117 million, representing growth of 18-27% compared to FY25. Capital expenditure (excluding an IRU renewal) is expected to be $32 million to $35 million.
Superloop's 'Double Down' strategy remains on track, with the company expecting to achieve a $700 million revenue run-rate and a mid-to-high teens Underlying EBITDA margin by June 2026. The company is well-positioned for continued organic growth, having made significant progress in key areas such as customer acquisition, market share gains, and ESG initiatives.