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Bravura Solutions Limited (AU:BVS)
ASX:BVS
Earnings Data
Report Date
Sep 01, 2026TBA (Confirmed)
Period Ending
2026 (Q4)Consensus EPS Forecast
0.05Last Year’s EPS
0.02Same Quarter Last Year
Moderate Buy
Based on 3 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call conveyed solid operational and financial momentum: double-digit revenue growth year-on-year, materially higher cash EBITDA and NPAT, upgraded FY26 guidance, strong cash balance with no debt, and meaningful shareholder returns via interim and special dividends. These positives are tempered by client attrition risks (one recent departure with additional potential exits), reliance on pricing for recurring revenue growth, and increased project-driven revenue that can be lumpy. Management highlights cost discipline and expansion within existing customers as the primary drivers offsetting attrition.Company Guidance
Strong Profitability and EBITDA Growth
Cash EBITDA of $34.2M, up $14.2M versus H1 FY25; underlying NPAT of $25.9M, up $14.6M versus H1 FY25, demonstrating meaningful profitability improvement.
Revenue and Recurring Revenue Growth
Total revenue of $140.0M, up 9.8% versus H1 FY25; recurring revenue $81.3M, up 5% versus H1 FY25, showing growth in both top-line and recurring streams.
Net Cash and Capital Returns
Net closing cash balance of $64.5M with no debt; interim dividend $0.0577/share ($25.9M, representing 100% of H1 NPAT) and special dividend $0.0446/share ($20.0M); company has returned >$0.40/share over the past two years.
Upgraded Full-Year Guidance
Second upgrade for FY26: revenue now guided to $280–$285M and cash EBITDA to $69–$73M (PP&E expected to increase to $4M), reflecting improved momentum and confidence in the outlook.
Growth from Existing Customers and Pricing
Strategy of expanding with existing customers delivering additional revenue and margin; ~2/3 of recurring revenue growth in the last year attributed to pricing increases and expanded services (professional services and product enhancements).
Operational Execution and Cost Discipline
Cost discipline offset inflationary pressures—revenue growth did not increase the cost base; full run-rate cost savings delivered in FY25 benefitted H1 FY26 and supported stronger cash EBITDA and cash flow generation.
New Contract Wins and Strategic Projects
Anchor U.K. workplace contract secured (opportunity to expand to other U.K. clients) and support for two major client integration projects; successful deployment of innovation/digital advice across major Australian superannuation funds.
AU:BVS Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
AU:BVS Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Feb 10, 2026 | AU$2.28 | AU$2.16 | -5.43% |
Aug 12, 2025 | AU$2.25 | AU$1.88 | -16.53% |
Feb 11, 2025 | AU$2.05 | AU$2.43 | +18.63% |
Aug 13, 2024 | AU$0.93 | AU$1.03 | +11.11% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Bravura Solutions Limited (AU:BVS) report earnings?
Bravura Solutions Limited (AU:BVS) is schdueled to report earning on Sep 01, 2026, TBA (Confirmed).
What is Bravura Solutions Limited (AU:BVS) earnings time?
Bravura Solutions Limited (AU:BVS) earnings time is at Sep 01, 2026, TBA (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is the P/E ratio of Bravura Solutions Limited stock?
The P/E ratio of Bravura Solutions Limited is N/A.
What is AU:BVS EPS forecast?
AU:BVS EPS forecast for the fiscal quarter 2026 (Q4) is 0.05.