ATG Price sensitive 28 Aug 2026, 9:19 AM

FY2026 Results Investor Presentation

Articore Group Ltd

Articore Group Ltd FY26 Results Investor Presentation

Key points

  • FY26 EBIT of $10.3 million, a $20.1 million improvement from FY25
  • Marketplace revenue declined 6.5% (3.8% constant currency)
  • Record gross profit margin of 49.6% and GPAPA margin of 28.6%
  • Closing cash balance of $40.5 million, underlying cash flow of $10.1 million
  • FY27 guidance: GPAPA margin 27%-30%, Operating expenses $79-85 million, Operating EBITDA $17-23 million

Full summary

Articore Group Ltd delivered a strong financial performance in FY26, achieving a $10.3 million EBIT, marking the first profitable year since listing outside the pandemic-driven spike in FY21. The company saw a $20.1 million turnaround year-on-year. Marketplace revenue declined by 6.5% (3.8% constant currency) as the Group prioritized improving margins and restoring profit. Gross profit margin reached a record 49.6%, and GPAPA margin improved to 28.6%. The balance sheet was strengthened with underlying cash flow of $10.1 million and a closing cash balance of $40.5 million. The company provided guidance for FY27 with a GPAPA margin of 27%-30%, operating expenses between $79-85 million, and operating EBITDA between $17-23 million.

Guidance

FY27 guidance: GPAPA margin 27%-30%, Operating expenses $79-85 million, Operating EBITDA $17-23 million

Outlook

The company anticipates continued growth driven by supply chain efficiencies, pricing, and marketing effectiveness. The acquisition of an Indian-based marketplace and the launch of Dashery are expected to further drive growth and profitability.

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