Earnings call transcript: EBOS lifts FY 2026 revenue, shares rise 5.5% on outlook

EBOS Group reported a 9.9% increase in full-year revenue to AUD 13.5 billion in FY 2026, with underlying EBITDA rising 5.0% to AUD 614 million, both within guidance. The company's healthcare division remained the largest contributor, with revenue up 8.5% and EBITDA up 3.2%. Animal Care was the fastest-growing division, with revenue up 34.6% and EBITDA up 11.6%.

Management highlighted the completion of a multiyear distribution center renewal program, with the Kemps Creek facility in New South Wales already operating about 20% more productively than the Greystanes site it replaced. Despite fuel, currency, and competitive pressures, EBOS shares rose 5.5% to $23 after the earnings call, trading about 44.5% below its 52-week high and 21.1% above its 52-week low.

The stock appears overvalued relative to its Fair Value estimate, and investors should exercise caution despite the recent rally.

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