They're still flagging higher GM in 2H (after mentioning higher logistics costs). They've also mentioned integration for both Exeed and DAS are almost complete.
I suspect finalising integration costs & price adjustments in those two business units will return GM to 9%.
Given they flagged $90m NPAT (13c/qtr * 4 *173m shares) and they made $35.7m PAT in 1H (70% tax rate), they're basically flagging $54.3m for 2H.
I agree, it looks demanding. But there's still a (narrow) path through increased revenues and reduced op costs.
Ann: H1 FY22 Market Update, page-10
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$10.11 |
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Mkt cap ! $1.823B | |||
| Open | High | Low | Value | Volume |
| $10.16 | $10.22 | $10.02 | $3.851M | 381.8K |
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| No. | Vol. | Price($) |
|---|---|---|
| 1 | 11189 | $10.11 |
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| Price($) | Vol. | No. |
|---|---|---|
| $10.17 | 1273 | 3 |
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