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Robust FY25 Results Across Diversified Portfolios

Supply Network Ltd Delivers Solid Growth

Supply Network Ltd has reported a strong financial performance for the year ended 30 June 2025. Revenue increased 15.5% to $349.9 million, while profit after tax grew 21.2% to $40.0 million. The company declared a final dividend of 38.0 cents per share, bringing total dividends for the year to 70.0 cents per share, up 14.0 cents on the prior year. Supply Network's focus on improving customer service and expanding its branch network has underpinned the solid results. Looking ahead, the company has targeted similar revenue growth of around $50 million for FY2026.

Pilbara Minerals Delivers Record Production Despite Lower Prices

Pilbara Minerals Ltd reported robust FY25 financial results despite lower lithium prices. The company achieved record annual production of 755.6 thousand tonnes, a 4% increase over the prior year. However, revenue declined 39% to $769 million and underlying EBITDA decreased 83% to $97 million due to a 43% drop in the average realised price. Despite the pricing pressure, Pilbara Minerals maintained a strong balance sheet, closing the year with $1 billion in cash and $1.6 billion in total liquidity. Key achievements included commissioning the world's largest lithium ore sorter, expanding production capacity, and delivering a 23% increase in the Pilgangoora Mineral Resource. The company also acquired the Colina Project in Brazil, diversifying its asset portfolio.

IPD Group Delivers Record Results Across Diversified Businesses

IPD Group reported a strong FY25 performance, with record revenues of $354.7 million, up 22.1% on the prior year. EBITDA grew 19.3% to $46.4 million, and NPAT increased 17.0% to $26.2 million. The company's diverse product range, including power distribution, energy management, and automation equipment, enabled it to pivot towards growing sectors such as data centres and water/wastewater infrastructure. IPD opened new offices in Brisbane and Melbourne to support future growth and maintained a robust balance sheet, with net cash of $9.8 million. The company expects to deliver continued growth in FY26, capitalizing on opportunities in the industrial IoT, smart grid, and EV infrastructure markets.

Aussie Broadband Delivers Strong FY25 Results

Aussie Broadband Limited reported strong financial results for FY25, with revenue up 18.7% to $1,187.1 million and underlying EBITDA increasing 14.7% to $138.2 million. The company grew broadband connections by 15% and increased its NBN market share to 8.4%. Aussie Broadband also secured a significant wholesale agreement with More Telecom and Tangerine Telecom, adding over 250,000 broadband connections and delivering an estimated $12 million in annualised underlying EBITDA from FY27. Looking ahead, the company is targeting Group revenue of over $1.6 billion, NBN market share above 11%, and EBITDA margin above 12.5% by FY28.

Data#3 Achieves Record Gross Sales and Profit

Data#3 Limited has reported another year of record financial performance, with gross sales increasing 9.0% to over $3 billion and net profit after tax up 11.3% to $48.2 million. The company's recurring revenue grew to 69% of total sales, and customer satisfaction remained high at 4.33 out of 5. Data#3 continued to invest in sustainability, AI capabilities, and vendor partnerships, positioning the business for continued success. The company expects to maintain its focus on developing customer-centric solutions, enhancing operational excellence, and investing in its people and communities to drive sustainable earnings growth.