The earnings call presented a balanced picture with significant highlights in financial growth, operational improvements, and strategic positioning in key markets. However, these were tempered by ongoing market challenges, weather impacts, and strategic choices impacting volumes in NAM and ANZ.

Company Guidance -

Q4 2025

During the call, the company provided detailed guidance, highlighting several key metrics of interest. They reported a substantial increase in both EBITDA and EBIT, showcasing a strong financial performance. The trading margin saw a notable rise of 22% despite flat sales volumes, underscoring the company's strategic focus on margins over volumes. The North American Metal (NAM) division was a focal point, with a 3.5 percentage point increase in trading margin percentage, driven by an 8.6 percentage point rise in unprocessed scrap, which also contributed to improved shredder capacity utilization. The company also highlighted a 31% increase in zorba sales volumes, reflecting a strategic shift towards buying more unprocessed material. In terms of capital management, the company outlined a revised framework targeting a gearing ratio of less than 15% and an operating leverage rate of 0.5x underlying EBITDA. Additionally, they introduced a new dividend policy aiming to return 25% to 35% of pre-growth free cash flow to shareholders, emphasizing a commitment to maintaining a strong balance sheet while rewarding investors.

Strong Financial Performance

EBITDA and EBIT both up substantially. Trading margin increased by 22% despite flat sales volumes, indicating focus on margins is driving better financial outcomes.

SLS Segment Growth

SLS reported strong growth with repurposed units contributing to a nearly 21% increase in revenue and a 2.2 percentage point increase in EBIT margin.

Operational Improvements in NAM

NAM achieved a significant turnaround with a 3.5 percentage point increase in trading margin. Focus on buying unprocessed material increased shredder utilization and drove a 31% increase in zorba sales volumes.

Strategic Positioning in EAF Market

Well-positioned to supply existing and new EAFs in the U.S. with a strong network capable of supporting increased demand for scrap.

Cost Reduction Initiatives

Successfully delivered $64 million in annualized savings last year and targeting another $35 million in the current financial year.

Sims (SMUPF) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

Daily Earnings Calendar >

SMUPF Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Aug 19, 2025	2025 (Q4)	0.20 / -	-0.098	―	―	―
Feb 24, 2025	2025 (Q2)	0.13 / 0.12	0.219	-46.27% (-0.10)
Aug 19, 2024	2024 (Q4)	<0.01 / -0.10	0.343	-128.52% (-0.44)
Feb 18, 2024	2024 (Q2)	0.11 / 0.22	0.175	25.00% (+0.04)
Aug 14, 2023	2023 (Q4)	0.35 / 0.34	1.015	-66.17% (-0.67)
Feb 13, 2023	2023 (Q2)	0.15 / 0.17	0.861	-79.70% (-0.69)
Aug 16, 2022	2022 (Q4)	0.95 / 1.01	0.796	27.46% (+0.22)	―	―
Feb 14, 2022	2022 (Q2)	0.76 / 0.86	0.121	613.51% (+0.74)	―	―
Aug 16, 2021	2021 (Q4)	1.09 / 0.80	-0.078	1116.67% (+0.87)	―	―
Feb 15, 2021	2021 (Q2)	- / 0.12	-0.112	208.19% (+0.23)	―	―

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

SMUPF Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Feb 24, 2025	$8.81	$8.82	+0.11%
Aug 19, 2024	$7.24	$7.37	+1.80%
Aug 14, 2023	$9.34	$9.91	+6.10%
Feb 13, 2023	$9.90	$10.51	+6.16%

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 Sims Ltd. (SMUPF) report earnings?

Sims Ltd. (SMUPF) is schdueled to report earning on Aug 19, 2025, After Close (Confirmed).

What is Sims Ltd. (SMUPF) earnings time?

Sims Ltd. (SMUPF) earnings time is at Aug 19, 2025, 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 SMUPF EPS forecast?

SMUPF EPS forecast for the fiscal quarter 2025 (Q4) is 0.2.

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