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BlueScope Steel (BSL) investor relations material
BlueScope Steel Investor Day 2025 summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Strategic direction and business transformation
Focus on transforming operations with a shift to Electric Arc Furnace (EAF) technology, targeting a 55% reduction in greenhouse gas emissions and enhanced downcycle performance by 2026.
Ongoing divestment of non-core assets, including the sale of a 50% stake in Tata BlueScope Steel, to sharpen focus on core growth areas.
Multi-domestic strategy leverages in-country assets, robust balance sheet, and disciplined capital allocation to drive sustainable growth.
Emphasis on digital transformation, safety, and stakeholder engagement to support operational resilience.
Financial guidance and growth initiatives
Targeting an annual EBIT uplift of approximately $500 million by 2030 through cost, productivity, and growth initiatives.
Initial $200 million EBIT improvement program underway for delivery in FY2026, with further upside from property portfolio and market spread improvements.
Strong returns focus, maintaining a robust capital structure and disciplined competition for capital between growth and shareholder returns.
Over $3.8 billion returned to shareholders since FY2017 and more than $3 billion invested in growth.
New business developments and property strategy
Established a dedicated Property and Infrastructure function to unlock value from 1,250ha of non-operational land in Australia and New Zealand.
Progressing the sale of 33ha at West Dapto, with proceeds expected in 1H FY2026, and expanding grid-scale battery lease at Glenbrook to support energy cost savings.
Identified four target asset classes for land development: energy, logistics, downstream manufacturing, and social infrastructure.
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- BPT
H1 FY26 revenue hit $1B, with strong gas prices and LNG cargoes offsetting lower production. - CPAY
Record 2025 results and 2026 outlook driven by strong segment growth and capital deployment. - 032640
Net income surged 61.9% year-over-year, with strong wireless and enterprise growth. - LOT
A$76M equity raise supports Kayelekera ramp-up and Letlhakane development amid strong uranium demand. - SYM
Revenue up 29% to $630M, net income $13.36M, $22.3B backlog, strong cash, legal risks persist. - TENB
Record 2025 results with double-digit growth, strong cash flow, and expanding AI-driven platform. - DHX
Q4 2025 revenue down 10% YoY; FY 2026 guidance targets $118M–$122M revenue. - COHR
Q2 FY26 revenue up 17% to $1.69B, with strong EPS growth and robust datacenter demand. - ALGT
Q4 2025 saw record results and margin growth, with 2026 outlook boosted by Sun Country deal. - STC
Record bookings, strong cash flow, and margin expansion drive improved outlook.
Next BlueScope Steel earnings date
Next BlueScope Steel earnings date
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