Daily Roundup

Tuesday, 19th August 2025
Last updated: 20:00

XRF.ASX CSL.ASX YAL.ASX HUB.ASX ARB.ASX

XRF Scientific Ltd Reports Strong FY2025 Results

XRF Scientific Ltd has reported its preliminary financial results for the 12-month period ended 30 June 2025, with revenue declining 1% year-over-year but profit after tax increasing 17% to $10.4 million. The company has declared a final dividend of 4.5 cents per share, up from 3.9 cents in the prior year.

The company saw strong levels of activity across the Group, driven by the mining industry globally, with international sales growth continuing in Asia, the Americas, and Europe. The growing installed base of machines is generating additional recurring revenue in the form of consumable sales and platinum labware recycling.

The Consumables division had an excellent year, generating a record profit before tax of $7.2 million from revenue of $19.3 million, with the mining sector remaining the key driver of activity. The Precious Metals division delivered revenue of $21.5 million and a profit before tax of $3.5 million, with high levels of recurring orders from mining customers. The Capital Equipment division delivered a profit before tax of $4.1 million from revenue of $22.6 million, with Orbis Mining generating a 39% increase in profit before tax to $2.4 million.

Looking ahead, XRF Scientific is focused on several key growth initiatives for the 2026 financial year, including ramping up sales of the xrTGA analyser, growing Orbis crusher sales globally, increasing Labfit product sales, and continuing geographical expansion. The company also plans to release new product upgrades, different size machines, and brand-new product ranges, as well as expand its portfolio of gold sector analysis products through both acquisitions and internal product developments.

CSL Reports Strong FY25 Results, Announces Strategic Transformation

CSL Ltd reported strong financial results for the full year ended 30 June 2025, with revenue growth of 5% and NPATA up 14%. The company announced major transformation initiatives to improve R&D and commercial productivity, streamline the organization, and drive over $500 million in annual pre-tax savings by the end of FY28.

As part of its strategic transformation, CSL also announced its intent to demerge the CSL Seqirus business, creating a standalone ASX-listed global vaccine leader. This will reduce complexity, reinvigorate focus on core capabilities, and enable the acceleration of transformation and efficiency projects across the group.

For FY26, CSL expects revenue growth of approximately 4-5% and NPATA growth (excluding restructuring costs) of approximately 7-10% at constant currency, to around $3.45 - $3.55 billion. The company also announced the reintroduction of a multi-year, on-market share buyback program as part of its refreshed capital management strategy.

Looking ahead, CSL's CSL Behring segment is expected to see robust patient demand across multiple areas of high unmet need, while the CSL Vifor segment is well-positioned for iron competition and expects to see continued momentum from its nephrology portfolio. For CSL Seqirus, the seasonal influenza business is expected to stabilize, with a substantially lower contribution from avian influenza and COVID-19 products.

Yancoal Australia Ltd Reports Solid First-Half 2025 Results

Yancoal Australia Ltd has reported strong operational and financial performance in the first half of 2025, with a 16% increase in ROM coal production and an 11% increase in attributable saleable coal production. Cash operating costs were down 8% to A$93/t, demonstrating the company's cost competitiveness.

Revenue for the period was A$2.68 billion, with an operating EBITDA of A$595 million and a profit after tax of A$163 million. Yancoal remains committed to improving its safety performance and making progress on its sustainability initiatives.

Looking ahead, Yancoal expects to maintain its strong operational and financial performance in 2025, with full-year saleable coal production guidance of 50-55Mt (attributable). The company remains optimistic about the outlook for the coal market, with the higher marginal cost of production likely to support coal price indices at higher levels than in the past.

HUB24 Delivers Impressive FY25 Results

HUB24 Ltd reported strong financial results for FY25, with Underlying NPAT up 44% to $97.8 million, Platform FUA surpassing $100 billion, and a 47% increase in dividends to 56 cents per share. The company maintained its position as a market leader and continued to invest in innovation to support the evolving needs of financial professionals.

Key highlights include record annual Platform net inflows of $19.8 billion (up 25% on FY24), the HUB24 Platform being ranked first across adviser and industry surveys, and Class reporting the largest annual increase in accounts since FY20. HUB24 also announced a final dividend of 32 cents per share, bringing the full-year dividend to 56 cents per share, fully franked.

Looking ahead, HUB24 expects to deliver continued strong financial performance in FY26, with platform FUA forecast to grow by 16% to $136.4 billion and underlying EBITDA to increase by 23% to $200 million. The company remains well-positioned to capitalize on the growing demand for its market-leading platform and technology solutions.

ARB Corporation Reports Solid FY2025 Results

ARB Corporation Ltd has reported its financial results for the year ended 30 June 2025, with sales revenue up 5.3% to $729.9 million but profit before and after tax declining by 4.6% and 5.0% respectively. The company has declared a special dividend of 50 cents per share, along with a final dividend of 35 cents per share.

The company's sales growth was driven by a 16.4% increase in exports, while sales to the Australian Aftermarket and Original Equipment Manufacturers were broadly in line with the previous year. ARB continued to expand its store network and distribution capabilities both domestically and internationally, including the acquisition of MITS Alloy and the increased investment in its US associate, ORW.

Looking ahead, ARB Corporation Ltd expects to deliver revenue growth of 15-20% and EBIT margin expansion of 100-150 basis points in the 2026 financial year, driven by its focus on quality, reliability, and customer service, as well as its plans to further expand its international footprint and invest in new product development.