Scrip Magazine Issue: August 2024

MOVE Logistics Group  Limited – 2025 Annual Meeting Report

Annual Meeting Report, October 30th 2025 Click here for NZSA Assessment and Voting Intentions Metric 2021 2022 2023 2024 2025 Change Revenue $356.8m $349m $348m $302m $289m -4% Operating Profit $13.4m $8.7m $2.1m -$35.1m -$3.0m n/a NPAT2 $0.9m -$4.2m -$5.8m -$47.2m -$14.9m n/a EPS1 $0.01 -$0.036 -$0.056 -$0.377 -$0.122 n/a PE Ratio 175 n/a n/a…
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Vulcan Steel Limited – 2025 Annual Meeting Report

Annual Meeting Report, October 31st 2025 Click here for NZSA Assessment and Voting Intentions Metric 2021 2022 2023 2024 2025 Change Revenue $732m $973m $1,245m $1,064m $948m -11% Gross Profit $270m $389m $444m $375m $325m -13% Gross Profit Margin 37% 40% 36% 35% 34% -3% Operating EBITDA $104m $197m $163m $99m $58.5m -41% NPAT $64.8m…
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Port Of Tauranga Limited – 2025 Annual Meeting Report

Annual Meeting Report, October 31st 2025 Click here for NZSA Assessment and Voting Intentions Metric 2021 2022 2023 2024 2025 Change Revenue $338.3m $375.2m $420.9m $417m $465m 11% Operating Profit $177.1m $193m $210m $199m $228m 15% NPAT $102.4m $111.3m $117.1m $90.8m $173.4m 91% EPS1 $0.15 $0.164 $0.172 $0.133 $0.255 91% PE Ratio 46 40 33…
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Me Today Limited – 2025 Annual Meeting Report

Annual Meeting Report, October 30th 2025 Click here for NZSA Assessment and Voting Intentions Metric 2021 2022 (15 months) 2023 2024 2025 Change Revenue $1.1m $8.3m $7.9m $5.0m $7.5m 48% Gross Profit $0.7m $3.1m $3.1m $2.2m $2.0m -11% NPAT -$2.8m -$19.5m -$10.4m -$11.3m -$6.0m n/a EPS1 -$0.007 -$0.015 -$0.008 -$0.21 -$0.111 n/a Inventory Turnover 0.73…
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Auckland Airport Limited – 2025 Annual Meeting Report

Annual Meeting Report, October 22nd 2025 Click here for NZSA Assessment and Voting Intentions Metric 2021 2022 2023 2024 2025 Change Revenue $281m $300m $626m $896m $1,005 12% EBITDAFI $172m $145m $397m $614m $701.1 14% Operating Margin 48% 63% 69% 70% 2% Investment Property change 527m $204 -$140m -$15m $127.5 n/a NPAT $464m $192m $43m…
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Winton Land Limited – 2025 Annual Meeting Report

Annual Meeting Report, October 22nd 2025 Click here for NZSA Assessment and Voting Intentions Metric 2021 2022 2023 2024 2025 Change Revenue $177.0m $159.5m $211.4m $173.6m $155.4m -10% Gross Profit $57.4m $72.4m $108.7m $70.3m $59.5m -15% Gross Profit Margin 32% 45% 51% 40% 38% -5% Operating EBITDA $70.4m $44.9m $95.6m $29.5m $21.3m -28% NPAT $46.1m…
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Steel and Tube Limited – 2025 Annual Meeting Report

Annual Meeting Report, October 22nd 2025 Click here for NZSA Assessment and Voting Intentions Metric 2021 2022 2023 2024 2025 Change Revenue $480.3m $600.6m $589.7m $479.2m $385.8m -19% Cost of Sales $381.9m $465.5m $464.7m $375.0m $315.7m -16% Gross Profit Margin 20% 22% 21% 22% 18% -16% Gross Profit $98.4m $135.1m $125.0m $104.2m $70.1m -33% NPAT…
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Fletcher Building Limited – 2025 Annual Meeting Report

Annual Meeting Report, October 22nd 2025 Click here for NZSA Assessment and Voting Intentions Metric 2021 2022 2023 2024 2025 Change Revenue $8,120m $8,498m $8,469 $7,683m $6,994m -9% NPAT $305m $432m $254m -$79m -$365m n/a Gross Margin Pct 29% 30% 31% 28% 28% n/c Inventory Turnover 4.81 4.45 3.73 3.81 3.88 2% EPS1 $0.371 $0.552…
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Tourism Holdings Limited – 2025 Annual Meeting Report

Annual Meeting Report, October 24th 2025 Click here for NZSA Assessment and Voting Intentions Metric 2021 2022 2023 2024 2025 Change Revenue $359m $346m $664m $922m $937m 2% Gross Profit $173m $195m $406m $548m $571m 4% Gross Profit Margin 48% 56% 61% 59% 61% 2% NPAT -$14.5m -$2.1m $49.9m $39.4m -$25.8m n/a EPS1 -$0.09 -$0.01…
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Michael Hill International Limited – 2025 Annual Meeting Report

Annual Meeting Report, October 22nd 2025 Click here for NZSA Assessment and Voting Intentions Metric 2021 AUD (restated) 2022 AUD 2023 AUD 2024 AUD 2025 AUD Change Revenue $574m $604m $632m $648m $646m n/c Gross Profit $366.9m $393.7m $406.7m $394m $391m -1% Gross Profit Margin 64% 65% 64% 61% 61% n/c NPAT $41.0m $47.6m $35.2m…
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