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Published briefings for one covered company.

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Showing 1-10 of 10 published briefings.

Briscoe Group (BGP)FY26Released 11 March 2026

PBT fell 12.8% on a 114 bps margin squeeze despite record revenue

Record top-line sales masked a meaningful profitability decline, with gross margin compression driving PBT down sharply while a lower tax rate...

Published 21 April 2026

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Briscoe Group (BGP)HY26Released 10 September 2025

NPAT fell 11.8% on near-flat revenue as margins compressed

A Q2 return to sales growth and a steady 10 cps interim dividend sit alongside meaningful margin slippage and a dividend payout well above free...

Published 21 April 2026

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Briscoe Group (BGP)HY25Released 10 September 2025

Briscoe Group HY25: flat sales, another step down in earnings

The Q2 recovery helped, but profit still fell on top of an already weaker base and the dividend cut signalled management's own caution.

Published 20 April 2026

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Briscoe Group (BGP)FY25Released 12 March 2025

PBT down 19% on 203bp margin compression as homeware profit nearly halved

Revenue held flat but gross-margin erosion, a capex step-up to NZ$56.5m, and a higher tax rate cut NPAT 28% and drove a 39% final dividend cut.

Published 21 April 2026

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Briscoe Group (BGP)HY24Released 11 September 2024

NPAT fell 22% but PBT only 4.7% as effective tax rate surged to 41%

A one-off tax distortion masks a modest operating decline; the real pressure is a capex surge that collapsed free cash flow to near zero.

Published 21 April 2026

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Briscoe Group (BGP)FY24Released 13 March 2024

Briscoe Group FY24: record sales, lower profit, and margin giveback

Revenue edged to a new high, but gross-margin compression absorbed the growth even as cash generation and inventory discipline stayed strong.

Published 20 April 2026

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Briscoe Group (BGP)FY23Released 15 March 2023

Revenue up 5.6% but margin compression held NPAT growth to 0.6%

Strong operating cash recovery masks a 174bp gross margin decline that absorbed all revenue gains at the profit line.

Published 21 April 2026

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Briscoe Group (BGP)HY23Released 14 September 2022

NPAT fell 3.9% as gross margin gave back 86bps on 2.7% sales growth

Earnings slipped despite record sales, but lower capex lifted pre-lease free cash flow to NZ$39.4m and funded a higher dividend.

Published 21 April 2026

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Briscoe Group (BGP)FY22Released 16 March 2022

Briscoe's record NPAT of $87.9m masks a 9.4% drop in operating cash flow

A 200bps gross margin gain drove 20% earnings growth, but a 30.7% inventory build cut cash conversion even as the balance sheet strengthened.

Published 21 April 2026

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Briscoe Group (BGP)HY22Released 14 September 2021

Record HY NPAT up 69.6% but operating cash flow slipped as inventory rose 16.6%

Briscoe delivered record sales and profit, yet cash conversion weakened and the first half still sits below the historical second-half weighting.

Published 21 April 2026

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