Half Year Results 2026 Investor Presentation

Key points

• Record customer numbers and revenue growth
• Strong EBITDA margin of 41%
• BEV new-vehicle orders grew by 162%

Full summary

Smartgroup Corporation Ltd's half-year results for 2026 showed significant growth in customer numbers and revenue, with a notable increase in BEV new-vehicle orders by 162%. The company achieved a stable EBITDA margin of 41%, and its net profit after tax grew by 11% to $42.4 million. The company also reported strong cash conversion and a flexible balance sheet with low leverage, supporting future investment opportunities. The company's strategic priorities focus on digital investments, streamlined operations, and innovation to meet growing customer needs.

Guidance

NPATA to grow by 11% in H1 2026, EBITDA margin at 41%, revenue at $179.5m

Outlook

Smartgroup anticipates continued growth driven by strategic priorities, digital investments, and market opportunities, with a focus on customer experience improvements and fleet capabilities.