Reporting Today (BHP, BXB, COL, DMP, DHG, ABP, BAP, CTD, NWL, OZL, SUL)
Reporting Calendar: Download here
A huge session on the reporting front today we’ll work through results throughout the day.
Companies reporting today on MM’s radar include:
- BHP Billiton (BHP): Reported FY21 results overnight that were largely inline, however a lot of moving parts as we discuss below.
- Brambles (BXB): Reported yesterday afternoon and the earnings were inline with expectations. Underlying profit was $879.3. which was up 10% y/y and a whisker ahead of the $877m expected
- Coles (COL) FY21 Results: Expectations for revenue of $38.51bn, EBIT of $1.87bn, NPAT of $995m (up 1.77% on FY20), EPS of 0.751c, FY Dividend $0.613. Market currently pricing NPAT for FY22 of $989.4m i.e. fairly flat. (COL have reported and result looks inline)
- CSL Limited (CSL) FY21 Results: Expectations for revenue of $10.10bn, EBIT of $3.12bn, NPAT of $2.31bn (up 10% on FY20), EPS of $5.10, FY Dividend $2.047. Market currently pricing NPAT for FY22 of $2.32bn i.e. flat (CSL have reported an inline FY21 however guidance for FY22 is below market expectations by around 5%)
- Dominoes (DMP) FY21 Results: Expectations for revenue of $2.18bn, EBITDA of $422mbn, NPAT of $187m (up 28.72% on FY20), EPS of $2.16, FY Dividend $1.55. Market currently pricing NPAT for FY22 of $219m, which would represent ~17% growth. (DMP have reported an inline result on initial view).
- Abacus Property (ABP): FY 21 Results: Adjusted NPAT expected to be $125.8m
- Bapcor (BAP): FY 21 Results: Adjusted NPAT expected to be $124.7m. (BAP have reported a miss on FY21 and also their outlook for FY22 looks below market.
- Corporate Travel Management (CTD): FY 21 Results: Expecting a net loss off $36.7m
- Netwealth (NWL): FY 21 Results: Expecting NPAT of $55.1m
- OZ Minerals (OZL): 1H Results
- Super Retail (SUL): FY 21 Results: Expecting NPAT of $303.8m
