DGL Group Limited (DGL) Earnings Call Transcripts

DGL Group Limited's Latest Earnings Call - April 15, 2026

In the first half of FY '26, DGL Group Limited reported a statutory net profit after tax loss of $12.8 million, primarily due to noncash impairments. Revenue declined due to the sale of a loss-making recycling plant, resulting in a drop in cash conversion to 72%. Management emphasized a focus on organic growth and cost control, while signaling strong demand for agricultural chemicals and logistics services despite ongoing challenges from the Middle East conflict affecting commodity prices.

Reported metrics

Guidance from management

Management maintained a focus on organic growth and indicated that the new liquid waste treatment plant is expected to be operational by the end of FY '26, with a profit contribution anticipated in the first half of FY '27.

What management said

Thank you, Simon. We've got a number of questions coming through. As you would appreciate, a lot of them do repeat. So apologies if your question is not read out for both of them as you typed it in. If I start with one for Gagan. What's the sustaining and growth CapEx expected to be moving forward?

Thank you. For Simon, there's been continual of delays, obviously, with the liquid waste recycling facility. There's a number of questions on this topic. What gives you confidence that will be open within the foreseeable future?

What analysts pressed on

Analysts expressed concerns regarding the delays in the liquid waste treatment plant and the impact of impairments on future earnings. There were also questions about the effectiveness of cost control measures and the sustainability of the logistics division's profitability given reliance on subcontractors.

Main topics on the call

• Revenue Decline — DGL's revenue decreased primarily due to the sale of the Laverton battery recycling plant, which reduced revenue by $9.8 million compared to the previous period. Management stated, "Revenue for the half year was impacted...
• Impairments Impact — The company took significant noncash impairment charges totaling $16.9 million, which contributed to the statutory loss. Gagan Singh noted, "A noncash write-down of $11 million was taken to fixed assets of the Environmen...
• Debt Reduction — DGL successfully reduced its debt by $21.2 million, bringing it down to $78.2 million. Simon Henry mentioned, "We run a conservative balance sheet and we are well positioned to withstand any turbulence that comes about w...
• ERP System Implementation — The ongoing rollout of a new ERP system has faced delays, impacting production but is expected to enhance efficiency and reduce costs in the long term. Management stated, "We are getting there" with the ERP implementatio...

Read the full DGL Group Limited transcript (April 15, 2026) → Summary generated from the call transcript; every figure above is stated by management on the record.

Earnings Call History

EarningsCalls.dev has 11 DGL Group Limited earnings call transcripts on record, spanning February 25, 2022 to September 1, 2026. Based on this history, DGL Group Limited reports semi-annually. The most recent call on file is dated September 1, 2026. The full list is below — each row opens the complete, free-to-read transcript.

Ticker

DGL

Exchange

ASX

Country

AU

Sector

Materials

Industry

Chemicals

Calls on record

11

First call

February 25, 2022

Most recent

September 1, 2026

Reporting cadence

semi-annually