• Market demand aligns with projections
• Successful cost/margin initiatives
• AUD appreciation likely to impact FY26 results

Trajan Group Holdings Ltd has released a trading update indicating that market demand for its products remains aligned with projections. The company has successfully executed cost/margin initiatives, with positive impacts seen in H2 FY26. However, the appreciation of the Australian dollar (AUD) against the USD and EUR is likely to impact reported results, reducing revenue by approximately $4.0M and nEBITDA by $2.0M. The company's cash position is protected through foreign exchange hedging contracts in place until June 2027. Operational changes include the final step in the global ERP roll-out, which may affect capital equipment shipments and revenue recognition towards the end of FY26.

AUD appreciation may impact FY26 results by $4.0M in revenue and $2.0M in nEBITDA

Trajan expects continued growth in its segments, with productivity and margin gains being realized. The company remains focused on meeting full-year revenue targets.