Financial Data and Key Metrics Changes - Revenue for FY 2025 reached $354.7 million, an increase of 22.1% compared to the prior year [11][14] - EBITDA was $46.4 million, up 19.3% year-over-year [12][18] - EBIT increased to $39.2 million, reflecting an 18.4% growth [12] - Net profit rose to $26.2 million, a 17% increase from the previous year [12] - Earnings per share (EPS) was 25.3 cents, up 8.6% compared to the prior year [12][19] - Operating cash flow improved significantly to $52.7 million, up from $35.5 million in FY 2024 [12][22] - The company reported a net cash position of $9.8 million as of June 30, 2025, up from a net debt position of $8.8 million the previous year [21][23] Business Line Data and Key Metrics Changes - The core traditional IPD business grew by 5.2% year-over-year, driven by strength in infrastructure sectors [14][15] - CMI Minto plugs and receptacles revenue increased by 6.4% [15] - EX Engineering also saw a revenue increase of 5.2% [15] - Data center revenues surged by 33%, now representing 16% of total revenue [13][15] Market Data and Key Metrics Changes - The Australian data center market is experiencing significant growth, expected to double by 2030 with over $26 billion in investments [34][36] - The EV market is projected to grow substantially, with a target of a fourfold increase in the fleet by 2027 [39][40] Company Strategy and Development Direction - The company aims to enhance infrastructure through energy efficiency, automation, and secure connectivity [3] - Strategic focus includes both organic growth through market expansion and inorganic growth via acquisitions [64] - The company is positioned to capitalize on the electrification of the economy and the industrial Internet of Things [27][36] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in continuing to grow at twice the market rate, despite some subdued market conditions [73][74] - There are positive signs in the commercial construction sector, which is expected to support strong results in the coming year [26] - The company anticipates a 25% growth in data center revenues over the next twelve months, supported by a strong order book [82] Other Important Information - The company declared a fully franked dividend of 6.2 cents per share, with total dividends for FY 2025 at 12.6 cents, representing a 50% payout ratio [24][25] - The company has expanded its operational footprint with new offices in Brisbane and Melbourne [22] Q&A Session Summary Question: What is the current outlook on market growth versus your growth for the next twelve months to three years? - Management expects to continue growing at twice the market rate, estimating market growth at around 3% and aiming for 5-6% growth [73][74] Question: What are your thoughts on M&A strategy? - The M&A strategy focuses on adjacent spaces to the current portfolio, with ongoing conversations about potential acquisitions [75][76] Question: What are your expectations in the data center space over the next twelve months? - Management anticipates a further 25% growth in data centers, supported by a strong quotation pipeline [82] Question: How are you thinking about prices across your product portfolio over the next twelve months? - A price increase of approximately 4% is expected in February, driven by inflationary pressures and increased operational costs [85]

Financial Performance - IPD Group achieved record revenue of $354.7 million, representing a 22.1% increase compared to the previous corresponding period (PCP) of $290.4 million[29, 32] - The company's EBITDA increased by 19.3% to $46.4 million, up from $38.9 million in the PCP[29, 32] - Net Profit After Tax (NPAT) rose by 17.0% to $26.2 million, compared to $22.4 million in the PCP[29, 32] - Earnings Per Share (EPS) increased by 8.6% to 25.3 cents, compared to 23.3 cents in the PCP[29, 32] - Operating cash flow increased to $52.7 million, compared to $35.5 million as at 30 June 2024[29] Business Segments - Data Centre revenue experienced strong growth, increasing by 33% compared to FY24, now representing 16% of group revenue[29, 34] - CMI's Cables revenue decreased by 10.2% on a pro-forma basis due to headwinds in the commercial construction sector[34, 45] - Addelec revenue decreased by 12.8% on the PCP due to previously disclosed project delays[34, 45] Financial Position - The group is in a net cash position of $9.8 million as of June 30, 2025, compared to a net debt position of $8.8 million as of June 30, 2024[29, 47, 49] - Total dividends declared for FY25 were 12.6 cents per share, up 16.7% on the PCP of 10.8 cents per share, equating to a total payout of $13.1 million and a 50% payout ratio[29, 55]