Fluence Corporation Limited (FLC) Earnings Call Transcripts

Fluence Corporation Limited's Latest Earnings Call - May 29, 2026

In the fiscal year 2025, Fluence Corporation Limited (FLC:AU) reported a significant revenue growth of 52%, reaching $78 million, alongside an EBITDA improvement of $8 million, resulting in a total EBITDA of $4 million. Management characterized 2025 as an 'inflection point' for the company, indicating a successful turnaround strategy that is beginning to yield results. Looking forward, the company is optimistic about maintaining this momentum, with a strong backlog and a focus on higher-margin revenue segments, although they noted ongoing challenges with cash collections and legacy risks.

Reported metrics

Guidance from management

Management is optimistic about maintaining double-digit annualized revenue growth and expanding gross margins with mid-teen EBITDA margins in the coming years. They emphasized a focus on higher-margin segments and recurring revenue.

What management said

Ben, we've got a few questions coming through. First one relating to the [ risk session ]. Are you able to expand on the legacy risk that you mentioned and quantify the size of the risk?

The risks that we continue to manage are from existing contracts that we are managing our way through. The reality is at the point that we're at now, they are relatively minimal. We've talked a little bit about the exposure that we have in our Egypt business before. That continues to be a business that we're monitoring. But outside of that, there aren't significant legacy risks that we need to manage. Those -- that w...

What analysts pressed on

Analysts expressed concerns about the ongoing challenges with cash collections and the potential impact of legacy risks, particularly in the Egypt market. There were also questions regarding the company's capital raising strategy and its implications for shareholder equity.

Main topics on the call

• Revenue Growth Acceleration — Fluence achieved a remarkable 52% revenue growth in 2025, totaling $78 million. CEO Ben Fash stated, '2025 was the year that the strategic shift really began to show up in our results.'
• EBITDA Improvement — The company reported an EBITDA of $4 million, marking an $8 million improvement year-over-year. This reflects the successful execution of their turnaround strategy.
• Record Backlog and Orders — Fluence's backlog grew by 44% to $75 million, with new orders reaching a record $24.5 million in Q4 2025. This growth in backlog supports their long-term growth trajectory.
• Cost Management Success — Fixed cost SG&A is down more than 25% compared to 2022, contributing to improved margins. Management emphasized the importance of 'cost discipline leading to significant growth in EBITDA.'

Read the full Fluence Corporation Limited transcript (May 29, 2026) → Summary generated from the call transcript; every figure above is stated by management on the record.

Earnings Call History

EarningsCalls.dev has 30 Fluence Corporation Limited earnings call transcripts on record, spanning February 2, 2020 to May 29, 2026. Based on this history, Fluence Corporation Limited reports quarterly. The most recent call on file is dated May 29, 2026. The full list is below — each row opens the complete, free-to-read transcript.

Ticker

FLC

Exchange

ASX

Country

AU

Sector

Utilities

Industry

Water Utilities

Calls on record

30

First call

February 2, 2020

Most recent

May 29, 2026

Reporting cadence

quarterly