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Alliance Aviation Services (AQZ) investor relations material
Alliance Aviation Services AGM 2025 summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Opening remarks and agenda
Chair welcomed attendees, introduced directors and management, and outlined meeting procedures and agenda.
Confirmed quorum, proper notice, and opened the meeting for official business and voting.
Chair acknowledged recent Board and management changes, emphasizing a commitment to transparency and improved performance.
Focus on near-term initiatives: optimizing core business, strengthening the balance sheet, and renegotiating key contracts.
Financial performance review
Reported record 113,000 flying hours and total revenue of AUD 769.7 million, up 19% year-on-year.
EBITDA reached AUD 207.3 million, up 16.2%, but statutory profit before tax fell 4.9% to AUD 82.1 million due to rising costs and depreciation.
Net debt stood at AUD 436 million, with a forecast to reduce to AUD 392 million by year-end.
Operating cash flow was AUD 105.6 million, down 3.4% from the prior year.
Asset portfolio independently valued at over AUD 900 million, with net tangible assets per share at AUD 2.73.
Board and executive committee updates
Significant board renewal: new Chair, new Managing Director, two new directors (Bernie Campbell and Simon Lange), and upcoming appointment of Jason Corman.
Managing Director and CFO roles changed; interim CFO appointed, with search for permanent CFO ongoing.
Board and management focused on transparency, performance improvement, and governance.
- TimeTickerHeadlineOpen
- 7 FebPGIL
Strong revenue and margin growth, with India set for further expansion and upgraded ratings. - 7 Feb504614
Strong revenue and profit growth in Q3 FY26, led by power and steel segments. - 7 FebCHEMPLASTS
Net losses widened and revenue fell year-over-year amid regulatory and market headwinds. - 7 FebSBIN
Q3 FY26 net profit reached ₹21,028.15 crore, driven by robust income and strategic divestments. - 6 FebHTOO
Resale registration for 71,429 shares via warrant, with proceeds only on exercise; financial risks persist. - 6 FebVSAT
Q3 revenue up 3% to $1.16B, net income $25M, strong cash flow, Ligado boost, satellite focus. - 6 FebWEC
Targets 7–8% EPS growth, $37.5B capex, and coal exit by 2032 amid surging data center demand. - 6 FebBR
Q2 FY26 recurring revenue grew 8% and adjusted EPS guidance was raised to 9-12%. - 6 FebFFWM
Merger vote includes new non-voting stock class with limited conversion and no voting rights. - 6 FebKKR
Charter amendments seek to modernize governance and establish one share, one vote by 2026.
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