Revenue up by 34% ... and NPAT up by 92% ... and it appears it was all in the market (due to previous announcement).
ARB gives 3 reasons for this inordinate improvement of net profit: efficiency gains (ARB lingo: "increased volume-driven factory overhead recoveries"), improved THB vs AUD, improved gross profit.
Is all this repeatable as an encore? Possible: THB could continue to fall towards pre- 2015 levels, Truckman not yet full year, OEM to continue as strong....
THB improvement was just 14%, I guess that they have some nifty pricing strategies ... about which they don't want to talk about other than: "Ah, yes, we also have improved gross profit".
Too many positives must fall into place to continue this rise, rather than an encore, a plateau for the share price more likely.
All my honest GUESS. Haha
Ann: Appendix 4E and Annual Report, page-4
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