FY26 Interim Results - Investor Presentation

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Stock Boom Logistics Ltd (BOL.ASX)
Release Time 20 Feb 2026, 8:26 a.m.
Price Sensitive Yes
 FY26 Interim Results - Investor Presentation
Key Points
  • Strong revenue growth, improved margins, and disciplined capital management driving EPS growth
  • Diversified sector exposure with focus on resources, infrastructure, and renewables
  • Asset management strategy supporting fleet efficiency and productivity
Full Summary

Boom Logistics Ltd, Australia's only ASX-listed provider of complex lifting and project logistics solutions, has reported a strong 1H FY26 performance. Revenue for the period reached a record high of $142.2 million, an 8% increase compared to 1H FY25. Underlying EBITDA and NPAT also grew by 5% and 32% respectively, driven by improved business maturity, operational efficiencies, and margin control. The company's diversified sector exposure, with a focus on resources, infrastructure, and renewables, has contributed to these positive results. Boom continues to invest in its fleet, with a value-weighted average age of 5.9 years, and maintain high asset utilization and labor efficiency rates of around 85%. The company has also strengthened its safety performance, with a reduction in preventable incidents and improvement in injury trends. Boom's strategic priorities include driving shareholder value through EPS growth, expanding its ESG and people initiatives, and growing its presence in diversified sectors. The company has upgraded its FY26 guidance, with statutory EPS expected to grow by around 20% and underlying EPS by 37% compared to FY25.

Guidance

Boom Logistics has upgraded its FY26 guidance, with statutory NPAT expected to be around $10.5 million and underlying NPAT around $11.9 million. Statutory EPS is expected to be approximately 26 cents per share, up around 20% compared to FY25, while underlying EPS is expected to be 30 cents per share, up around 37% compared to FY25.

Outlook

Boom Logistics is committed to delivering continued growth and sustained returns for shareholders. The company's strong revenue growth, improved margins, and disciplined capital management are expected to drive consistent upward trajectory in Earnings per Share. Boom is well-positioned to benefit from the strong long-term demand driven by government and private investment in infrastructure, energy, and mining.