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SATS (S58) investor relations material
SATS Q2 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Executive summary
Achieved year-on-year growth across all business lines, with record cargo tonnage and strong market share gains in APAC and EMEA offsetting U.S. softness.
Outperformed IATA cargo growth for the eighth consecutive quarter, with APAC and EMEA driving results.
PATMI increased 13.3% year-on-year to $78.9M, with interim dividend of 2 cents per share declared, up 33%.
Free cash flow improved by $51.7M year-on-year, driven by operational performance and working capital management.
Revenue for the half year ended 30 September 2025 rose 9.1% to $3.08B, with operating profit up 17.7%.
Financial highlights
2Q FY26 revenue rose 8.4% year-on-year to $1.57B, with full half-year revenue at $3.08B (+9.1%).
EBITDA grew 15.7% to $307.4M, margin expanding from 18.3% to 19.6%.
EBIT increased 23.7% to $157.4M, margin at 10.0%.
PATMI margin improved to 5.0% from 4.8% year-on-year.
Gateway Services revenue grew 11.0% to $2.39B, Food Solutions revenue up 3.2% to $684.8M.
Outlook and guidance
Broader cargo trends remain supportive, with Europe and Asia expected to show strong momentum and Q2 inventory front-loading moderating Q3 seasonality.
Asia-Pacific passenger traffic projected to grow 9% in 2025, supporting aviation meal demand.
International travel growth expected to outpace domestic, driving demand for full-service meal offerings.
Focus remains on operational efficiency and cost management amid global trade uncertainties.
Expansion in Americas and EMEA to capture e-commerce and freight-forwarder volumes.
- TimeTickerHeadlineOpen
- 6 FebJ
Strong growth, digital innovation, and margin expansion drive robust multi-year financial outlook. - 6 Feb004020
Operating profit rose on cost savings and high-value sales, with major US expansion underway. - 6 FebJOUT
Net sales up 31%, gross margin at 36.6%, and net loss narrowed to $3.3 million. - 6 FebPECO
Record 2025 occupancy and 7% Core FFO growth; 2026 targets 5.5% FFO growth and strong acquisitions. - 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 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.
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