Published briefings

Analytical briefings for NZX company announcements.

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Showing 337-360 of 622 published briefings.

Iperion Limited (Formerly Southern Charter Financial Group) (IPR)HY24Released 29 November 2023

Cash collapsed to NZ$441 as the loss widened 3.5x to NZ$462.6k

A pre-revenue pivot toward commercial production has exhausted almost all of the liquidity that underwrote management's "strong balance sheet" claim.

Published 22 April 2026

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Green Cross Health (GXH)HY24Released 29 November 2023

GXH PBT halves as Community Health exits and continuing-segment margins soften

Headline 29.5% revenue drop is largely a segment-exit optical, but Pharmacy and Medical margins compressed and net cash of $18.9m flipped to net...

Published 22 April 2026

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Fisher & Paykel Healthcare (FPH)HY24Released 29 November 2023

PBT up 23% but FCF swings to -NZ$127.5m as capex jumps to 34% of sales

Revenue momentum and a PBT recovery are offset by capex-led cash burn, doubled gross borrowings and a dividend no longer covered by free cash flow.

Published 22 April 2026

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EROAD (ERD)HY24Released 29 November 2023

EBITDA up 23% but pre-tax loss widens to $4.3m as D&A and interest bite

Cash generation and leverage improved sharply, but receivable days blew out by 12 days and reported NPAT slipped back into loss.

Published 22 April 2026

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Argosy Property (ARG)FY24Released 29 November 2023

Operating profit rose 6.4% but Argosy swung to a $19.8m NPAT loss

Rental operations held up and dividend guidance was reaffirmed, but below-the-line charges collapsed PBT by $33.9m and cut equity 11.5%.

Published 22 April 2026

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Metro Performance Glass (MPG)HY24Released 29 November 2023

$9.1m NZ impairment drove a $9.2m statutory loss even as EBITDA rose 9.5%

Underlying earnings and cash conversion improved on a weaker revenue base, but the impairment signals a darker read on the New Zealand...

Published 21 April 2026

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Savor (SVR)HY24Released 28 November 2023

Savor HY24: Revenue up 40% and EBITDA doubles, but still a loss

Topline scale and a capex normalisation turned free cash flow positive, yet cash conversion versus EBITDA weakened and leverage remains elevated.

Published 23 April 2026

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Being AI (BAI)HY24Released 28 November 2023

Loss widens to $86.4m; negative equity deepens to $818.5m on related-party...

A shell-like P&L with only $0.4m of interest income sits on $482.0m of unsecured related-party advances and $2.5m of cash.

Published 22 April 2026

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General Capital (GEN)HY24Released 28 November 2023

Revenue jumped 127% but PBT barely moved and NPAT growth was tax-driven

Finance-segment margin compression and a fall in the effective tax rate from 32.5% to 23.1% explain the gap between top-line and bottom-line reads.

Published 22 April 2026

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Asset Plus (APL)HY24Released 28 November 2023

PBT swung to a NZ$4.7m loss as divestments cut revenue 39.7%

Stoddard Road sale repaired the balance sheet, but the remaining portfolio now generates materially less revenue and is burning operating cash.

Published 22 April 2026

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Radius Residential Care (RAD)HY24Released 27 November 2023

Revenue up 19% but PBT down 25% and the interim dividend has been dropped

Cash conversion sharply improved on a small capex base, but leverage drifted to 9.2x EBITDA and the prior interim dividend was not repeated.

Published 23 April 2026

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Kiwi Property Group (KPG)HY24Released 27 November 2023

PBT loss narrows 82% but operating profit down 12% and OCF falls 19%

A smaller fair-value drag masks a softer operating core, with capex pushing pre-lease free cash flow to -NZ$40.0m while the dividend is held.

Published 21 April 2026

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Burger Fuel Group (BFG)HY24Released 24 November 2023

Revenue jumped 15.9% but operating profit slipped 1.4% as D&A and tax rose

PBT grew 12.8% on stronger non-operating income, yet NPAT advanced only 5.2% after the effective tax rate stepped up from 26% to 31%.

Published 22 April 2026

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Tower (TWR)FY23Released 23 November 2023

Tower swings to NPAT loss as catastrophe costs crush PBT 70%

Revenue jumped 60% to NZ$725.2m on premium growth and reinsurance recoveries, but weather claims, a higher tax rate and a discontinued-operation...

Published 22 April 2026

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My Food Bag Group (MFB)HY24Released 23 November 2023

NPAT halved on an 11% revenue slip; interim dividend pulled and leverage...

Customer and Bargain Box volume growth did not prevent sharp operating de-leverage, and the balance sheet absorbed the shortfall through higher...

Published 22 April 2026

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My Food Bag Group (MFB)FY24Released 23 November 2023

H1 FY24 EBITDA down 36% on -11% revenue and a 140bp margin squeeze

Active customers and Bargain Box volumes grew, but gross margin compression and negative operating leverage more than halved H1 NPAT versus H1 FY23.

Published 22 April 2026

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Goodman Property Trust (GNZ)HY24Released 23 November 2023

Rental income up 14% but a $163m HY24 loss wiped $423m off equity

Operating performance and FY24 guidance were reaffirmed, yet the balance sheet absorbed a sharp revaluation hit while gearing moved materially higher.

Published 22 April 2026

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Oceania Healthcare (OCA)HY24Released 22 November 2023

Oceania NPAT swings to $35.1m as underlying EBITDA slips 2.7% and dividend...

Headline return to profit is driven by property-value swings rather than operating gains, while net debt of $611.1m pushes leverage to roughly 16x...

Published 22 April 2026

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Kingfish (KFL)HY24Released 20 November 2023

Loss narrowed 70% to $14.7m but NAV still slipped 2.2%

A smaller mark-to-market drag drove the headline improvement, yet equity continued to erode and the interim dividend was trimmed 7.7%.

Published 22 April 2026

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Infratil (IFT)HY24Released 16 November 2023

EBITDAF guidance raised to $820–850m, but H1 run-rate annualises below the...

One NZ consolidation drove headline revenue up 113%, yet net debt near-doubled to ~$5.2bn and a 4.7% tax rate flattered reported NPAT.

Published 21 April 2026

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Blis Technologies (BLT)HY24Released 16 November 2023

Loss narrowed 60% on 11% revenue growth, but cash balance fell NZ$4.9m

Operating cash inflow collapsed to NZ$0.006m as receivable days jumped 16, leaving the net-cash balance sheet materially thinner despite a better P&L.

Published 21 April 2026

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Serko Limited (“SKO”) (SKO)HY24Released 15 November 2023

Revenue up 90% narrowed EBITDAF loss to $0.8m as capex surged 22x

Operating cash turned positive and FY24 income guidance was lifted, but capitalised development of $5.1m left pre-lease free cash flow still negative.

Published 22 April 2026

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Napier Port Holdings (NPH)FY23Released 14 November 2023

Underlying NPAT fell 42% to $10.7m even as revenue grew 3.4%

Cost and cruise-led revenue recovery failed to protect margin, and the final dividend was cut 24.5% despite capex normalising and cash flow improving.

Published 22 April 2026

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Mainfreight (MFT)HY24Released 9 November 2023

NPAT fell 42.6% on a 21.6% revenue reset, and the dividend is no longer...

Earnings de-levered sharply to the top-line decline while an unchanged 85c interim payout outruns pre-lease FCF at a 145% ratio.

Published 21 April 2026

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