MND Price sensitive 25 Aug 2026, 7:42 AM

2026 Full Year Results Presentation

Monadelphous Group Ltd

Monadelphous Group Ltd 2026 Full Year Results Presentation

Key points

  • Record revenue of $2.98 billion, up 31%
  • Strong earnings due to operational performance and economies of scale
  • Significant lift in EBITDA margin to 7.58%
  • NPAT of $127.3 million, up 52%
  • Broadened capability through key acquisitions

Full summary

Monadelphous Group Ltd's 2026 full-year results showcased robust performance across all sectors, with record revenue of $2.98 billion, marking a 31% increase. The company experienced strong operating conditions, with construction revenue up 48% and maintenance revenue up 20%. The significant lift in EBITDA margin to 7.58% and NPAT of $127.3 million, up 52%, was driven by operational performance and economies of scale. The company also saw a strong cash balance of $294 million, cash flow from operations of $245 million, and a cash flow conversion rate of 147%. Monadelphous broadened its capability through the acquisition of Kerman Contracting, Australian Power Industry Partners, and High Energy Service. The company secured over $2.7 billion in new contracts and extensions, enhancing its position in the energy and iron ore sectors.

Outlook

Strong long-term outlook across resources and energy sectors, with continued investment in iron ore and energy transition metals. Rising energy demand and grid stability needs are expected to drive long-term investment in generation, storage, and transmission infrastructure.

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