Author: Harry Watt
FY21 Result: BVS have reported an inline result this morning for FY21, all metrics very close to expectations however guidance for mid-teen growth at the NPAT line in FY22 is an issue, that implies ~$38m profit, the market is at $42m.
FY21 Result: a tough environment for the integrated marketing business over the previous 12 months, but they have emerged in a good position, meeting expectations at the FY21 result. Revenues were marginally lower while EBITDA (ex-jobkeeper) was up slightly, both as expected.
FY21 Results: MND reported revenue of $1.95bn which is ~6% above expectations however profitability was a miss given margin issues, NPAT of $47.1m was a ~13% miss to consensus.
FY21 Result: the full year results looks to have come in above expectations for the shipbuilder Austal. Revenue was in line at $1.57b, while NPAT fell to $81.1m during the year, it was ~5% above expectations.
FY21 Results: The real-estate agent announced a 34% increase in revenue today taking it to $122.4m, NPAT of $19m and its first dividend since 2017 as strength in the property market filtered through to a good turnaround in earnings. After a tough few years, MEA now has a market capitalization of $92m which against its NPAT for FY21 looks cheap
FY21 Result: A decent set of results for Australia’s No 1 gold stocks today with NCM meeting or beating expectations for FY21. NPAT came in at $1.16b vs consensus at $1.04b on slightly higher than expected revenue.
FY21 Result: An in line result for NWH on FY21 with EBITDA at $266.7m, right on consensus expectations. Guidance was the standout though with EBIT for FY22 expected to be in the range of $145m-$155m vs market expectations at $147m.
FY21 Result: A good result for the retailer with like for like sales growth of 23% over the year booking an underlying NPAT of $306.8m, about a ~2% beat to expectations
FY21 Result: A solid FY21 result for CSL booking a ~3% beat at the profit line, a record dividend to boot however guidance of NPAT for FY222 of 2.15bn-2.25bn was below the $2.32bn the market had already penciled in
FY21 Result: A solid FY21 result for Domain particularly at the profit line which beat expectations by ~10%. The aspect that stood out to MM was guidance around rising costs plus the near term revenue outlook remains uncertain
