SLC Price sensitive 7 May 2026, 8:56 AM

Macquarie Conference Presentation

Superloop Ltd

Superloop Presents at Macquarie Conference

Key points

  • Sustained market share gains and improved earnings
  • Disciplined opex control and efficient scaling
  • Acquisition of Lightning Broadband accelerates Superloop's scale in Fibre to the Premise (FTTP) market

Full summary

Superloop Ltd (ASX:SLC) presented at the Macquarie Australia Conference 2026, showcasing its sustained market share gains, improved earnings, and disciplined operational expense control. The company's customer base has grown steadily, reaching 664,000 as of December 2025, a 45.9% increase year-over-year. Revenue has also grown consistently, reaching $317.6 million in FY26, up 23.3% compared to the previous year. Superloop has maintained a strong focus on operational efficiency, with its opex to revenue ratio improving from 21.0% in 1H23 to 13.4% in 1H26. The company's investments in digital and AI technologies have enabled a scalable operating model, supporting its continued growth. Superloop also announced the acquisition of Lightning Broadband, which will accelerate its expansion into the Fibre to the Premise (FTTP) market. The acquisition adds approximately 54,000 contracted FTTP lots, transforming Superloop into a scaled national FTTP network challenger with strong financials and annuity-style revenue streams.

Outlook

Superloop is well-positioned to continue its growth trajectory, leveraging its disciplined operational approach, strategic acquisitions, and investments in digital and AI technologies to drive sustained market share gains and improved earnings.

Summary generated by a large language model. Please interpret with care.

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