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MHJ · NZX

Michael Hill International (MHJ)

Consumer / Jewellery retail•Covered: HY23 - HY26•7 published briefings

Michael Hill International is an NZX-listed consumer / jewellery retail company with HY23 - HY26 of published result briefings.

Latest briefing

HY26 · Released 2 March 2026

NPAT up 32.0% and pre-lease FCF lifts to NZ$86.4m, above historical range

The HY26 result sits well above the recent baseline, but FY25's loss-making second half makes H2 durability the central open question.

Market data

Latest available
Price
NZD 0.40
Mkt cap
$152m
Yield
0%

Quote as of 03-06-2026 3:25pm NZT

Sections⌄
  1. Snapshot
  2. Chat
  3. Longitudinal View
  4. Follow-through
  5. Archive
  6. Related Insights
  1. Snapshot
  2. Chat
  3. Longitudinal View
  4. Follow-through
  5. Archive
  6. Related Insights

Snapshot

Latest metrics

HY26, released 2 March 2026

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MHJ latest metrics
MetricValueChange
Revenue$371m↑ +3.0%
NPAT$22.3m↑ +32.0%
Operating cash flow$94.8m↑ +64.3%
Net debt-$20.7m↓ -310.2%
ROE %11.7%↑ +2.6pp
DPS0.0c—
PBT$31m↑ +30.3%
FCF pre-lease$86.4m↑ +64.9%
Debtor days0Outside range lowOutside range low debtor days. 0d; 3-period range 7d to 10d. Debtor days: 0.0 days, below normal range; 3-period mean 8.0 days, range 7.2 days-9.6 days.↓ -100.0%
Inventory days99Outside range lowOutside range low inventory days. 99d; 3-period range 99d to 110d. Inventory days: 99.1 days, below normal range; 3-period mean 105.8 days, range 99.3 days-110.4 days.↓ -8.0%

Source: latest published briefing (HY26, released 2 March 2026). Change compares against the prior equivalent period: HY25, released 24 February 2025.

Chat

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Ask follow-up questions about Michael Hill International's latest result and company history.

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Longitudinal view

Performance over time

The latest period is shown first.

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MHJ metric history
MetricHY266 MONTHS2 March 2026FY2512 MONTHS25 August 2025HY256 MONTHS24 February 2025FY2412 MONTHS2 September 2024HY246 MONTHS26 February 2024FY2312 MONTHS25 August 2023HY236 MONTHS27 February 2023Trend
Revenue$371m$643.7m$360.2m$644.9m$362.7m$629.6m$363.4m
Chart
Revenue growth %3.0%2.5%-0.7%Outside range lowOutside range low revenue growth. -0.7%; 3-period range -0.2% to 11.1%. Revenue growth: -0.7%, below normal range; 3-period mean 4.6%, range -0.2%-11.1%.2.4%-0.2%0.0%11.1%Outside range highOutside range high revenue growth. 11.1%; 3-period range -0.7% to 3%. Revenue growth: 11.1%, above normal range; 3-period mean 0.7%, range -0.7%-3.0%.
Chart
  • HY25 Revenue growth %: Outside range low revenue growth. -0.7%; 3-period range -0.2% to 11.1%. Revenue growth: -0.7%, below normal range; 3-period mean 4.6%, range -0.2%-11.1%.
EBITDA——$32.5m—$60.8m—$87.3m
Chart
EBITDA margin %——9.0%—16.8%—24.0%
Chart
PBT$31m$2.2m$23.8m-$0.4m$21.9m$49.7m$54.3m
Chart
PBT growth %30.3%Outside range highOutside range high pbt growth. 30.3%; 3-period range -59.7% to 8.7%. PBT growth: 30.3%, above normal range; 3-period mean -15.6%, range -59.7%-8.7%.-90.8%8.7%—-59.7%Outside range lowOutside range low pbt growth. -59.7%; 3-period range 4.2% to 30.3%. PBT growth: -59.7%, below normal range; 3-period mean 14.4%, range 4.2%-30.3%.0.0%4.2%
Chart
  • HY24 PBT growth %: Outside range low pbt growth. -59.7%; 3-period range 4.2% to 30.3%. PBT growth: -59.7%, below normal range; 3-period mean 14.4%, range 4.2%-30.3%.
  • HY26 PBT growth %: Outside range high pbt growth. 30.3%; 3-period range -59.7% to 8.7%. PBT growth: 30.3%, above normal range; 3-period mean -15.6%, range -59.7%-8.7%.
NPAT$22.3m$2.1m$16.9m-$0.5m$15.4m$35.2m$37.6m
Chart
NPAT growth %32.0%Outside range highOutside range high npat growth. 32%; 3-period range -59% to 9.7%. NPAT growth: 32.0%, above normal range; 3-period mean -16.0%, range -59.0%-9.7%.-86.6%9.7%—-59.0%Outside range lowOutside range low npat growth. -59%; 3-period range 1.3% to 32%. NPAT growth: -59.0%, below normal range; 3-period mean 14.3%, range 1.3%-32.0%.0.0%1.3%
Chart
  • HY24 NPAT growth %: Outside range low npat growth. -59%; 3-period range 1.3% to 32%. NPAT growth: -59.0%, below normal range; 3-period mean 14.3%, range 1.3%-32.0%.
  • HY26 NPAT growth %: Outside range high npat growth. 32%; 3-period range -59% to 9.7%. NPAT growth: 32.0%, above normal range; 3-period mean -16.0%, range -59.0%-9.7%.
Operating cash flow$94.8m$55.1m$57.7m$37.8m$22m$80.1m$47.6m
Chart
OCF / EBITDA %——177.7%—36.2%—54.5%
Chart
FCF pre-lease$86.4m$46.3m$52.4m$16.7m$9.1m$53.6m$33.2m
Chart
DPS0.0c————3.5c4.0c
Chart
Payout ratio vs NPAT %—————81.5%40.9%
Chart
Annual payout ratio vs EPS %—————81.5%—
—
ROE %11.7%1.2%9.1%-0.3%7.9%Outside range lowOutside range low roe. 7.9%; 3-period range 9.1% to 18.9%. ROE: 7.9%, below normal range; 3-period mean 13.3%, range 9.1%-18.9%.18.6%18.9%Outside range highOutside range high roe. 18.9%; 3-period range 7.9% to 11.7%. ROE: 18.9%, above normal range; 3-period mean 9.6%, range 7.9%-11.7%.
Chart
  • HY24 ROE %: Outside range low roe. 7.9%; 3-period range 9.1% to 18.9%. ROE: 7.9%, below normal range; 3-period mean 13.3%, range 9.1%-18.9%.
Net debt-$20.7m$41.9m$9.8m$38.7m$11.6m-$8.4m—
Chart
Net debt / EBITDA——0.3x—0.19x——
Chart
Debtor days0Outside range lowOutside range low debtor days. 0d; 3-period range 7d to 10d. Debtor days: 0.0 days, below normal range; 3-period mean 8.0 days, range 7.2 days-9.6 days.27210Outside range highOutside range high debtor days. 10d; 3-period range 0d to 7d. Debtor days: 9.6 days, above normal range; 3-period mean 4.8 days, range 0.0 days-7.2 days.07
Chart
  • HY24 Debtor days: Outside range high debtor days. 10d; 3-period range 0d to 7d. Debtor days: 9.6 days, above normal range; 3-period mean 4.8 days, range 0.0 days-7.2 days.
  • HY26 Debtor days: Outside range low debtor days. 0d; 3-period range 7d to 10d. Debtor days: 0.0 days, below normal range; 3-period mean 8.0 days, range 7.2 days-9.6 days.
Inventory days99Outside range lowOutside range low inventory days. 99d; 3-period range 99d to 110d. Inventory days: 99.1 days, below normal range; 3-period mean 105.8 days, range 99.3 days-110.4 days.113108111110Outside range highOutside range high inventory days. 110d; 3-period range 99d to 108d. Inventory days: 110.4 days, above normal range; 3-period mean 102.0 days, range 99.1 days-107.7 days.11899
Chart
  • HY24 Inventory days: Outside range high inventory days. 110d; 3-period range 99d to 108d. Inventory days: 110.4 days, above normal range; 3-period mean 102.0 days, range 99.1 days-107.7 days.
  • HY26 Inventory days: Outside range low inventory days. 99d; 3-period range 99d to 110d. Inventory days: 99.1 days, below normal range; 3-period mean 105.8 days, range 99.3 days-110.4 days.
Total assets$564m$518.4m$557.6m$545.2m$576.8m$546.5m$550.8m
Chart

Reference: annolyse.ai/companies/mhj

Note: Figures are shown as reported. Half-year and full-year absolute values are not directly comparable. Growth rates and ratios are the meaningful comparison across mixed periods.

Operating working-capital movement

Per-period working-capital absorption or release, from the same published history. Positive values are working-capital build; negative values are release.

↗
Loading chart...
  • HY25 MHJ: Outside range low operating working-capital movement. $-79.5m; 3-period range $-61.8m to $-5.8m. Operating working-capital movement: NZ$-79.5m, below normal range; 0/3 prior periods had builds, and 3 had releases averaging NZ$-41.9m.
  • HY26 MHJ: Outside range high operating working-capital movement. $-5.8m; 3-period range $-79.5m to $-58.2m. Operating working-capital movement: NZ$-5.8m, above normal range; 0/3 prior periods had builds, and 3 had releases averaging NZ$-66.5m.

The setup & the reality

FY25 → HY26 Follow-through

The latest result is checked against what the prior briefing said to watch.

Current result now available

HY26 · Released 2 March 2026

NPAT up 32.0% and pre-lease FCF lifts to NZ$86.4m, above historical range

The HY26 result sits well above the recent baseline, but FY25's loss-making second half makes H2 durability the central open question.

Read latest briefing→

Historical setup

What FY25 said to watch

From PBT collapsed 90.8% as H2 NPAT loss erased H1 profit

No quantitative FY25 targets were carried in. The release notes "targeted cost reduction initiatives" delivered in H2 and a same-store sales recovery, but neither flowed through to H2 earnings or H2 cash. Management commentary on gross margin is qualitative — promotional pressure and gold input costs were "largely offset" by higher-margin product mix — and the document does not quantify the FY25 gross margin against the prior 60.6%.

The release also does not provide forward guidance, FY26 trading commentary, or a stated dividend policy reset. So the read is constrained to what FY25 itself shows: a top-line that recovered modestly while H2 profitability and the balance sheet deteriorated.

Open questions

Open questions from FY25

  • What specifically drove the H2 NPAT loss given Group same-store sales rose 2.4% in the half?
  • Why was the effective tax rate 4.3% versus 34.7% prior, and is this representative going forward?
  • Is the absence of a declared dividend in this announcement a policy change, and what is the new framework given $41.9m net debt?
  • How sustainable is capex at 1.4% of revenue, and what is the required reinvestment rate to maintain the store network?
  • What is the FY25 gross margin outcome versus the prior 60.6%, and how much of any decline reflects gold prices versus promotional intensity?

This briefing cannot assess segment-level FY25 profitability, FY26 trading conditions, or the durability of the H2 same-store sales recovery, because the supplied disclosures do not include current-period segment results or forward commentary.

Archive

Briefing archive

Every published Annolyse briefing for this company appears here in reverse chronological order.

HY26 · Released 2 March 2026

NPAT up 32.0% and pre-lease FCF lifts to NZ$86.4m, above historical range

The HY26 result sits well above the recent baseline, but FY25's loss-making second half makes H2 durability the central open question.

Read briefing→

FY25 · Released 25 August 2025

PBT collapsed 90.8% as H2 NPAT loss erased H1 profit

Implied H2 NPAT loss of $14.8m wiped out the H1 result and net debt swung from a $2.3m surplus to $41.9m.

Read briefing→

HY25 · Released 24 February 2025

NPAT up 9.7% but interim dividend skipped as margins sit at range lows

Reported NZ$16.9m profit landed on a -0.7% revenue print and a 6.6% PBT margin, with the board declining the interim dividend that paid 1.75c last

Read briefing→

FY24 · Released 2 September 2024

Revenue up 2.4% but PBT collapsed 101% as H2 swung to a NZD 15.9m loss

Operating cash halved and the group flipped from net cash to NZD 38.7m net debt, with no final dividend declared for FY24.

Read briefing→

HY24 · Released 26 February 2024

MHJ HY24: PBT fell 59.7% on a flat revenue line with dividend suspended

Margin compression and an inventory build above the historical range left pre-lease FCF at NZ$9.1m, well below the NZ$57.3m baseline.

Read briefing→

FY23 · Released 25 August 2023

FY23 free cash flow at 152.4% of NPAT on NZD80.1m operating cash

Cash conversion stayed strong but management commentary points to a marked H2 trading slowdown from +6.0% to -0.8%.

Read briefing→

HY23 · Released 27 February 2023

Operating cash fell 33% on inventory build despite 11.1% revenue growth

Cash conversion dropped from 86.9% to 54.5% as Australia carried group earnings while Canada and New Zealand segment results fell.

Read briefing→

Related insights

Compare this company

The latest MHJ metrics also appear in these cross-company views.

Insight

Earnings quality and statutory distortions

PBT and NPAT growth diverged by 1.7pp.

Open insight→

Insight

Revenue growth context

Revenue growth was 3.0% for this reporting period.

Open insight→

Insight

ROE and capital efficiency

ROE was 11.7%, +2.6pp versus the prior comparable period.

Open insight→

Insight

Working-capital pressure

Inventory days were 99 days, -9 days versus the prior comparable period.

Open insight→

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