AUSSIE BROADBAND LTD

Aussie Broadband reported revenue of 1.295 billion AUD for fiscal 2026, adjusted NPATA and EPS up 25.8%, and adjusted EBITDA of 165.1 million AUD (+19.6%). Operating cash flow rose 42.5%, the company raised the ordinary dividend by 50% and announced a buyback program of up to 115 million AUD. Net additions amounted to 323,000 broadband connections, taking the total to 1.1 million; the on‑net NBN share recently exceeded 13%. Despite the numbers, the stock fell about 3.96% to 4.85 AUD as investors weighed margin pressure, high integration effort, intense competition and short‑term migration risks. For 2027 management expects adjusted EBITDA of 205–215 million AUD and reconfirmed ambitious margin targets for 2028. » Plus sur de.investing.com

Aussie Broadband reports adjusted EBITDA of $74.7m (+13.5%) for H1 FY2026 on revenue of $637.8m (+8.4%) and NPATA of $31.3m (+24.5%). Management will pay a fully franked interim dividend of 2.4 cents and has lifted FY2026 EBITDA guidance to $162–167m. Strategic deals include a wholesale agreement with More (around 290,000 connections) and a partnership with AGL Telco that brings about 210,000 broadband and 140,000 mobile connections, financed by a $115m pre-payment in shares. Targets have been significantly raised to 2028 (revenue > $2.0bn, EBITDA margin > 13.5%, EPS CAGR > 30%); the company is targeting a rise to the third-largest NBN provider in the medium term. » Plus sur de.investing.com

Aussie Broadband's share price fell ~12% over three months, but its fundamentals show strength: trailing‑12‑month ROE is 6.0% versus a 3.8% industry average, and net income rose about 60% over five years. The company retains roughly 51% of earnings with a three‑year median payout ratio of 49%, supporting reinvestment and earnings expansion. Analysts forecast the payout ratio to fall to ~32% and ROE to rise to ~14%, though consensus expects earnings growth to slow going forward. » Plus sur finance.yahoo.com