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Smartgroup Corporation Ltd (AU:SIQ)
ASX:SIQ
Earnings Data
Report Date
Aug 26, 2026After Close (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
0.31Last Year’s EPS
0.28Same Quarter Last Year
Based on 4 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The earnings call presents a broadly positive picture: strong top-line growth, meaningful EBITDA and NPATA expansion, robust cash generation, record customer and fleet metrics, and clear strategic progress (digital transformation, partnerships and operational efficiency). Most negative points are manageable and investment-driven — a planned ramp of technology and automation in 2026 that will weigh on near-term margins, a sharp decline in PHEV orders after a government incentive ended (with policy review uncertainty), and increased D&A and non-staff spending tied to growth and modernization. On balance, the company shows scalable growth, a conservative balance sheet, and constructive capital returns, making the overall tone optimistic despite short-term execution and policy risks.Company Guidance
Revenue Growth
Revenue increased 8% year-on-year to $329.3 million in FY2025, driven by higher novated leasing volumes and new client wins.
Strong EBITDA Expansion
EBITDA rose 14% to $135.3 million with an EBITDA margin of 41%, up 2 percentage points on the prior corresponding period.
NPATA and ROE Improvement
NPATA increased 11% to $80.2 million and return on equity improved to 30% (up 1.2 percentage points year-on-year).
Record Customer and Fleet Numbers
Active salary packages grew 10% to 491,000; novated leases under management increased 15% to 85,300; fleet-managed vehicles rose 9% to 35,200.
Novated Leasing Demand
New lease vehicle orders were up 13% and total settlements (new, used, refinanced) rose 7% year-on-year; delivery lead times improved to an average of 35 days.
EV Adoption Acceleration
Battery electric vehicle new orders grew 49% year-on-year while ICE new vehicle orders increased 4%, reflecting broad-based demand across vehicle types.
Operational Efficiency Gains
Customers per operations FTE improved 16% to 1,645, demonstrating rising productivity and platform scalability.
Strong Cash Generation and Balance Sheet
Cash conversion was 122% of NPATA; net debt was $38.1 million with leverage of 0.3x, supporting dividends and investment capability.
Shareholder Returns
Board declared a final fully franked dividend of $0.215 and a fully franked special dividend of $0.12; together with the $0.195 interim, total fully franked dividends were $0.53 per share (representing 90% of 2025 NPATA and up 9% vs 2024).
Strategic Progress and Scale Outcomes
Since announcing strategic priorities, revenue grew 31%, EBITDA increased 35%, and NPATA rose 27% over two years; eligible employee base expanded by ~300,000 (14% growth 2023–2025).
Digital and Partnership Milestones
Launched smart.com.au which reached 3 million users since late 2024; new digital salary packaging sign-up journey delivered; partnerships expanded (BMW Financial Services, Qantas, Volkswagen Financial Services Australia) to broaden distribution and fleet funding.
Sustainability and Inclusion Recognition
Ranked in the 85th percentile globally in the S&P Global Sustainability Assessment and retained Diversity Council Australia inclusive employer citation; released 2025 Impact Report and new 2028 sustainability strategy.
AU:SIQ 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:SIQ Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Feb 26, 2026 | AU$7.99 | AU$8.44 | +5.67% |
Aug 27, 2025 | AU$7.57 | AU$7.61 | +0.50% |
Feb 25, 2025 | AU$7.14 | AU$7.66 | +7.37% |
Aug 27, 2024 | AU$6.71 | AU$6.92 | +3.05% |
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 Smartgroup Corporation Ltd (AU:SIQ) report earnings?
Smartgroup Corporation Ltd (AU:SIQ) is schdueled to report earning on Aug 26, 2026, After Close (Confirmed).
What is Smartgroup Corporation Ltd (AU:SIQ) earnings time?
Smartgroup Corporation Ltd (AU:SIQ) earnings time is at Aug 26, 2026, After Close (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 Smartgroup Corporation Ltd stock?
The P/E ratio of Smartgroup Corporation Ltd is N/A.
What is AU:SIQ EPS forecast?
AU:SIQ EPS forecast for the fiscal quarter 2026 (Q2) is 0.31.