BlueScope Steel Limited (BSL) Earnings Call Transcripts

BlueScope Steel Limited's Latest Earnings Call - March 31, 2026

In the fiscal year 2025, Basler Aktiengesellschaft (BSL:DE) reported revenues of EUR 224.5 million, exceeding guidance and reflecting a strong recovery in a challenging market environment. The company achieved an EBIT margin of 7.2% and a free cash flow of EUR 18.5 million, signaling improved profitability after previous losses. For 2026, management provided a revenue guidance range of EUR 232 million to EUR 257 million, with an EBIT margin forecast of 6.5% to 10%, indicating cautious optimism amid ongoing geopolitical uncertainties.

Reported metrics

Guidance from management

Management expects revenue for 2026 to be between EUR 232 million and EUR 257 million, with an EBIT margin of 6.5% to 10%. They indicated that the guidance reflects uncertainties in the market environment.

What management said

All right. Hi, everyone. [Operator Instructions] So I have a question in the chat. The question is, what is the portion of revenue with new products? This is coming from Frank Hill.

So the question is always when you talk about new, what is new. So it's always a definition. So what we measure is an indicator where we take products that have been launched or have been to the market 4, 5 years or younger. This might be long -- sound long to you, but you need to anticipate that we were in a design and mechanism where our customers designing the product and to their machines, then they need to final...

What analysts pressed on

Analysts expressed concerns about the impact of geopolitical tensions and currency volatility on future performance. There were also questions regarding the conservatism in the EBIT margin guidance and the potential effects of memory shortages on production.

Main topics on the call

• Revenue Performance — Basler reported revenues of EUR 224.5 million for FY 2025, which was 'upper right side of our guidance'. This reflects a strong recovery despite a weak overall market, particularly in the AI and semiconductor sectors.
• Profitability Improvement — The EBIT margin improved to 7.2%, with management stating, 'we are proud that after 2 very stressful years... we are back in black with those sound profitability.' This marks a significant turnaround from prior losses.
• Free Cash Flow Generation — Basler generated free cash flow of EUR 18.5 million, attributed to inventory reduction and operational efficiencies. Management noted, 'we were able to realize a free cash flow of EUR 18.5 million, which is definitely qu...
• Geopolitical and Currency Challenges — Management highlighted ongoing headwinds from currency devaluation and geopolitical tensions, stating, 'the volatility will stay high.' This uncertainty is a key factor in their cautious outlook for the second half of 20...

Read the full BlueScope Steel Limited transcript (March 31, 2026) → Summary generated from the call transcript; every figure above is stated by management on the record.

Earnings Call History

EarningsCalls.dev has 50 BlueScope Steel Limited earnings call transcripts on record, spanning February 23, 2020 to August 17, 2026. Based on this history, BlueScope Steel Limited reports quarterly. The most recent call on file is dated August 17, 2026. The full list is below — each row opens the complete, free-to-read transcript.

Ticker

BSL

Exchange

ASX

Country

AU

Sector

Materials

Industry

Metals and Mining

Calls on record

50

First call

February 23, 2020

Most recent

August 17, 2026

Reporting cadence

quarterly