TRJ Price sensitive 27 May 2026, 8:54 AM

Trading Update - Operational initiatives, AUD revaluation H2

Trajan Group Holdings Ltd

Trajan Group Holdings Ltd Trading Update

Key points

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

Full summary

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.

Guidance

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

Outlook

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

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

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