They have added what was looking to be about $80m U EBITA from DDH. So why such low guidance? Is this a downgrade that the market was expecting?
Has management stated whether guidance has DDH as consolidated from July or October? They just say consolidated guidance - so I guess this is just for the big end of town who will have a phone call responded to, so watch the reaction.
Ann: Update and FY24 Guidance, page-6
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