• Fuel prices have increased materially in recent months
• Higher direct transport, consumables and logistics costs across the Group's operations
• EBOS has a range of pricing and operational levers to mitigate higher fuel and consumables costs

EBOS Group Limited today provides an update on the impact of elevated fuel prices and broader energy cost pressures on the Group's FY26 earnings outlook. Fuel prices have increased materially in recent months, driven by global supply dislocation and heightened geopolitical risks. This has resulted in higher direct transport, consumables and logistics costs across the Group's operations, particularly within its distribution intensive businesses. While underlying demand across the Group remains stable, the pace and extent of fuel and consumables cost increases during the second half of FY26 have exceeded the Group's previous assumptions. EBOS has a range of pricing and operational levers to mitigate higher fuel and consumables costs, however a meaningful proportion of the recent increases are not expected to be addressable this financial year. This in part reflects the essential role EBOS plays in the Australian and New Zealand healthcare supply chain, where service continuity requirements, Government arrangements such as the Community Service Obligation (CSO), as well as customer affordability considerations, may limit the ability to fully or immediately pass through fuel cost inflation. Based on current assumptions for the remainder of FY26, the Group now expects FY26 underlying EBITDA of approximately $610-$620 million, compared with prior guidance of $615-$635 million. This reflects additional costs of $5 - 10 million, absorbed by the Group in maintaining service continuity, as opposed to a change in underlying demand or the long-term earnings profile of the Group.

The Group now expects FY26 underlying EBITDA of approximately $610-$620 million, compared with prior guidance of $615-$635 million.

The Group is implementing a series of efficiency and mitigation actions and, while the current outlook for fuel and energy costs is too uncertain to estimate any impact beyond FY26, we expect these actions will partly offset higher costs in FY27.