Tamawood (TWD) H1 2026 earnings summary

Executive summary

• Net profit after tax for H1 FY26 was $4.866 million, up 45.99% from $3.333 million in H1 FY25, driven by improved product mix and operational efficiencies, particularly from AI integration across the business.

• Cash on hand increased to $11.015 million as of December 2025, compared to $3.443 million at June 2025, reflecting strong cash generation.

• Appointment levels, a forward indicator, are approximately 40% higher year-over-year, supporting positive sales momentum.

• The Board is considering an interim dividend similar to last year, with a final decision expected by end of March.

Financial highlights

• Revenue for H1 FY26 was $66.37 million, up from $48.47 million in H1 FY25.

• Profit before income tax was $6.97 million, compared to $4.77 million in the prior year period.

• Basic and diluted EPS were 12.53 cents, up from 8.84 cents year-over-year.

• Net cash from operating activities was $9.68 million, up from $1.97 million in H1 FY25.

• Final dividend of 10.5 cents per share (unfranked) paid in December 2025.

Outlook and guidance

• Management expects an additional 6%-9% increase in profit before tax per build for FY26, subject to stable market conditions.

• Ongoing AI implementation is anticipated to further enhance productivity and profitability.

• The Board is monitoring market risks, including regulatory and supply chain challenges, and is reviewing product design to mitigate anticipated shortages.