Latest news with #NPAT
Yahoo
2 days ago
- Business
- Yahoo
Orora Ltd (ORRAF) (FY 2025) Earnings Call Highlights: Strong EBITDA Growth Amidst Challenges
EBITDA: $418.8 million, an increase of 19.4%. EBIT: $262.1 million, an increase of 9.5%. Statutory NPAT: $973.1 million, including profit on sale for OPS. Continuing NPAT: $151.1 million. EPS: $0.114 per share. Operating Cash Flow: $333.6 million. Net Debt: $254 million with leverage at 0.7x EBITDA. Final Dividend: $0.05 per share unfranked, total dividend for the year $0.10. Cans Revenue Growth: 12.1% higher, or 8.9% excluding aluminum prices impact. Cans Volume Growth: 6% for the year. Saverglass Revenue Decrease: 16.5% with volumes down 12%. Gawler Revenue Increase: 1.5%. Group Revenue: Increased 24% to $2.1 billion. Free Cash Flow Available to Shareholders: $97 million. CapEx: $263 million for FY25, expected $200 million for FY26. Dividend Payout Ratio: 69% of continuing operations for the half. Warning! GuruFocus has detected 7 Warning Signs with ORRAF. Release Date: August 14, 2025 For the complete transcript of the earnings call, please refer to the full earnings call transcript. Positive Points Orora Ltd (ORRAF) reported a strong EBITDA increase of 19.4% to $418.8 million, driven by a full year's contribution from Saverglass. The Cans business experienced a 6% volume growth, with revenue increasing by 12.1%, excluding the pass-through impact of aluminum prices. The company's balance sheet remains robust with net debt at $254 million and leverage at 0.7x EBITDA, supporting ongoing shareholder returns. Orora Ltd (ORRAF) declared a final dividend of $0.05 per share, bringing the total dividend for the year to $0.10, and has made significant progress on its share buyback program. The company is making substantial investments in capacity expansions, with a $350 million capital spend expected to deliver an incremental $50 million of EBIT by FY30. Negative Points The operating environment for the glass business, particularly Saverglass, remains challenging due to ongoing tariff issues and a 16.5% revenue decrease. The Gawler facility was impacted by the G3 furnace shutdown, contributing to a decline in EBIT. Higher depreciation costs, particularly from Saverglass, have partly offset EBITDA growth. The company faces potential challenges from US tariffs on EU production, which could impact Saverglass' operations. Orora Ltd (ORRAF) anticipates additional corporate costs of $7 million in FY26, which could temper EBIT growth. Q & A Highlights Q: Can you elaborate on the volume growth expectations for Saverglass in FY26 and whether it will be consistent across both halves of the year? A: Brian Lowe, CEO: The volume growth in the second half of FY25 was primarily due to new business in wine and champagne. We are not expecting a significant pickup in underlying consumer demand but are focusing on growing new business. The timing of demand is variable, and while historically the first half is stronger, it is difficult to project at the moment. We expect growth in specific segments other than spirits, which have a longer turnaround time. Q: Why does the guidance for Saverglass imply only slight EBITDA growth despite higher volumes and cost reductions? A: Shaun Hughes, CFO: The slight increase in EBITDA is driven by cost actions and stable pricing. The mix shift towards wine and champagne, which have lower price points, affects the overall growth. We are assuming constant currency with FY25 for our outlook. Q: Saverglass performed better than expected in the second half. What drove this positive surprise? A: Shaun Hughes, CFO: The team successfully drove volume growth in wine and champagne, achieving a 9% increase between the first and second halves. This growth, along with cost reduction efforts, contributed to the better-than-expected performance. Q: How do you assess the risk of competitors moving into the ultra-premium segment of Saverglass? A: Brian Lowe, CEO: The ultra-premium segment remains stable, and we have not seen significant competitive pressure. The business model for ultra-premium is different, with unique configurations and quality standards. We are well-positioned, and our pricing is holding well. Q: Can you provide insights into the sustainability of cost reductions at Saverglass, especially with the network changes at Le Havre? A: Brian Lowe, CEO: Most cost reductions are sustainable, including the EUR9 million savings from the Le Havre furnace closure. We have also reduced structural costs and worked with suppliers to lower costs. The profit-sharing arrangement is based on business performance, and we aim to maintain the reduced cost base. Q: What are the key priorities for Orora in the next two to three years? A: Brian Lowe, CEO: The focus is on execution, particularly in the Cans business, where growth CapEx investments are nearing completion. For Saverglass, we aim to drive cost efficiency and instill global practices. We are not focusing on new areas but rather on optimizing current operations. Q: How do you plan to manage the impact of tariffs on Saverglass in FY26? A: Brian Lowe, CEO: The 15% tariff on EU production is a recent development, and we are yet to receive feedback from customers. Our outlook assumes steady underlying demand, and we are pursuing opportunities to grow volume independently of tariff impacts. Q: What factors give you confidence that demand for Saverglass is stabilizing? A: Brian Lowe, CEO: Customer-owned inventory levels have decreased significantly, indicating stabilization. Nielsen scan data shows a global decline in spirits demand, but we believe destocking is ending, and demand should stabilize to consumer levels. For the complete transcript of the earnings call, please refer to the full earnings call transcript. This article first appeared on GuruFocus.
NDTV
24-06-2025
- Business
- NDTV
NMIMS NPAT 2025 Results Declared, Direct Link Here
NPAT 2025 Result Out: SVKM's Narsee Monjee Institute of Management Studies (NMIMS) has officially declared the NMIMS NPAT 2025 results on its website - Candidates who appeared for the entrance exam can check their individual merit status, qualifying rank, and course-wise selection details by visiting the official website, The NPAT (National Test for Programs After Twelfth) is the official entrance exam for various sought-after undergraduate programs at NMIMS. How to Check NMIMS NPAT 2025 Result & Merit List Follow these simple steps to access your NPAT result and merit list: Step 1. Go to the official NPAT portal: Step 2. Click on the 'NPAT Login' option on the homepage Step 3. Enter your Registration ID and Date of Birth to log in Step 4. View your merit position, qualifying status, and course-wise result Step 5. Download the result PDF and save a copy for admission reference Courses Offered via NMIMS NPAT 2025 Candidates qualifying the exam are eligible for admission into top NMIMS undergraduate programmes across campuses including Mumbai, Navi Mumbai, Bengaluru, Indore, Hyderabad, and Chandigarh. Some key programmes under NPAT 2025 include: • BBA (General, FinTech, Finance, IB) • (Minor in Business Analytics) • (Finance) • (Economics) • BBA in Branding & Advertising • BA (Hons.) Liberal Arts • BBMM (Bachelor in Business Management & Marketing) • Dual Degree Programs in Business Administration What's Next? • Course-wise cutoffs and selection lists will be updated soon on the NPAT website. • Selected candidates must follow the admission instructions, including document verification and fee payment, as per NMIMS timelines.
India.com
24-06-2025
- Business
- India.com
NMIMS NPAT Result 2025 OUT At npat.nmims.edu- Check Direct Link,Other Details Here
NMIMS NPAT Result 2025: Narsee Monjee Institute of Management Studies (NMIMS) has officially declared the results for National Test for Programs After Twelfth (NPAT) 2025 today, i.e. 24th June, 2025. All the candidates who have appeared for the examination can now check the result through the official website, i.e. Candidates will have to enter their registration ID along with date of birth to check their qualifying status through the website on the login dashboard. The should be aware that separate merit lists will be published for each course NMIMS NPAT Result 2025: Steps to Check the Result Step 1: Go to the official website- Step 2: You will see the 'NPAT Login' button on the homepage, click on it. Step 3: A new page will be opened on your screen to login. Step 4: Enter the required details like your registration ID and date of birth correctly and then submit it. Step 5: After submission, NPAT 2025 Merit list will appear on your screen along with the qualifying status. Step 6: Check all the details and your qualifying status. Step 7: Save and download the PDF for future use. NMIMS NPAT Result 2025: Colleges That Accept the NPAT Scores Anil Surendra Modi School of Commerce/School of Commerce Centre for International Studies School of Branding & Advertising Sarla Anil Modi School of Economics / School of Economics. Jyoti Dalal School of Liberal Arts Pravin Dalal School of Entrepreneurship and Family Business Management Candidates who are selected will have to either accept or reject the admission offer. And if they decide to accept it then they will have to upload a scanned copy of their signature and pay the required course fee to confirm their admission. All the candidates are advised to keep checking the official website for all the important updates.
Time of India
24-06-2025
- Business
- Time of India
NMIMS NPAT 2025 results declared at npat.nmims.edu; individual merit positions available via login
NPAT 2025 results out on official NMIMS portal; admission process for BBA begins NPAT result 2025: The results of the NMIMS NPAT 2025 entrance exam have been officially released online by SVKM's NMIMS. Candidates who appeared for the exam can now check their qualifying status and individual merit position by logging into the official NPAT website — The NPAT results were announced on June 23, 2025, in the form of a course-wise merit list, available exclusively through the candidate dashboard. The NPAT 2025 results are essential for admission to undergraduate programmes at NMIMS, including the sought-after BBA course. NMIMS has issued individual merit positions based on the candidate's best score out of three attempts, ensuring a fair and transparent selection process. Only those candidates who qualify as per their NPAT merit position are eligible to proceed with the admission formalities. Merit list published on official website SVKM's NMIMS has released the NPAT 2025 results on its official portal — Unlike conventional merit lists, NMIMS provides each candidate with an individual merit position and qualifying status within their login dashboard. Students are required to enter their email ID and password to access the result portal. by Taboola by Taboola Sponsored Links Sponsored Links Promoted Links Promoted Links You May Like 2025 Top Trending local enterprise accounting software [Click Here] Esseps Learn More Undo Selected candidates must accept or reject the admission offer by logging into the NPAT portal. Upon acceptance, candidates are required to upload a scanned copy of their signature and pay the course-specific admission fee to confirm their seat. Admission fee and intake details for BBA programme The BBA admission process has commenced following the release of the NPAT 2025 results. As per data from the previous admission cycle, NMIMS offers a fixed number of seats in its BBA programme. Candidates are advised to refer to the official website for the latest intake and fee structure details. The university encourages selected candidates to complete their admission process in a timely manner. Delay in acceptance or fee payment may lead to cancellation of the offer. Steps to check and download NMIMS NPAT 2025 merit list Step 1: Visit the official NPAT website — Step 2: Click on the 'NPAT Login' button to access the candidate portal. Step 3: Enter your registration ID and date of birth to log in. Step 4: The NPAT 2025 merit list and qualifying status will be displayed on the screen. Step 5: Carefully review the details and download the PDF for future reference. Direct link to check the NMIMS NPAT 2025 merit list Further updates and instructions available online Candidates are advised to stay updated with the official website and student dashboard for further admission instructions. Live updates related to NPAT BBA admission 2025 and the next steps will continue to be provided by NMIMS via the portal. Is your child ready for the careers of tomorrow? Enroll now and take advantage of our early bird offer! Spaces are limited.
Time of India
24-06-2025
- Business
- Time of India
NMIMS NPAT 2025 results declared at npat.nmims.edu: Check direct login link here
NMIMS NPAT 2025: NMIMS has released the NPAT results for 2025 on its official website. Candidates can now check their results and merit positions through the login portal. Those selected must accept or reject the admission offer. Successful candidates can then upload their signatures and pay the admission fee. NMIMS will consider the best of three scores for merit allocation. Disclaimer Statement: This content is authored by a 3rd party. The views expressed here are that of the respective authors/ entities and do not represent the views of Economic Times (ET). ET does not guarantee, vouch for or endorse any of its contents nor is responsible for them in any manner whatsoever. Please take all steps necessary to ascertain that any information and content provided is correct, updated, and verified. ET hereby disclaims any and all warranties, express or implied, relating to the report and any content therein. More
