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MOVE Logistics Group (MOV) investor relations material
MOVE Logistics Group AGM 2025 summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Opening remarks and agenda
Meeting opened with confirmation of quorum, welcomes, and acknowledgment of shareholders' support, followed by Chair and CEO presentations.
Notice of meeting and agenda taken as read; presentations by Chair and CEO scheduled.
Shareholders could participate in person or online, with Q&A and voting facilitated.
Financial performance review
FY25 revenue was $286.3m, down 2.6% year-on-year, but gross margin rose 13.4% to $83.5m, reaching a two-year high.
Normalised EBT improved by 61.1% to $(10.0)m, with normalized earnings up over 80% in the first quarter.
Operating costs reduced by NZD 27 million in FY25 and a further NZD 3 million in Q1 FY26; positive net adjusted operating cashflow achieved.
Q4 FY25 delivered the strongest quarterly earnings in two years.
Q1 FY26 saw further margin and earnings uplift despite revenue decline.
Board and executive committee updates
Board size maintained at five directors, with recruitment paused during business transformation.
Julia Raue appointed Chair in June 2024; Lachie Johnstone and Greg Whitham elected as directors in October 2024.
Paul Millward confirmed as CEO in August 2024, bringing new energy and strengthening the leadership team.
Senior executives introduced, highlighting expertise across business units.
Board priorities for FY25 included business transformation, leadership strengthening, and capital management.
- TimeTickerHeadlineOpen
- 6 FebPROV
Q2 FY2026 net income rose 65% year-over-year, with higher margins and strong credit quality. - 6 FebNVDA
AI-driven digital twins and accelerated computing are set to revolutionize industrial design and manufacturing. - 6 FebCDP
2025 FFO/share rose 5.8% to $2.72, with strong leasing and investment; 2026 guidance signals more growth. - 6 FebPECO
2026 FFO per share growth guided at 5.5% with record occupancy and robust acquisitions. - 6 FebCRI
Q1 2025 saw record revenue, a return to profit, and major new contracts in space technology. - 6 FebCRI
Net loss widened to 7.5m PLN in H1 2024 as revenue fell and R&D costs remained high. - 6 FebCRI
Net loss deepened on lower sales and higher costs, but major new contracts and restructuring are underway. - 6 FebEMBASSY
Record revenue, NOI, and distributions highlight strong growth and robust segment performance. - 6 FebCRI
Revenue fell and losses deepened, but ESA contracts and R&D projects drive future prospects. - 6 FebTUPRS
Net income reached TRY 29.5 billion, with strong dividends and a robust net cash position.
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Next MOVE Logistics Group earnings date
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