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NZM · NZX

NZME (NZM)

Telecommunications & Media / Media•Covered: HY24 - FY25•4 published briefings

NZME is an NZX-listed telecommunications & media / media company with HY24 - FY25 of published result briefings.

Latest briefing

FY25 · Released 24 February 2026

EBITDA up 14.9% on cost cuts as revenue declined 1.3%

Cost discipline drove an $8.1m EBITDA lift and lifted free cash flow to $25.4m, with net debt nearly halved to $15.5m.

Market data

As at close
Close price
NZD 1.12
Market cap
$210.8m
Dividend yield
8%

as at close, 12 June 2026. Source: yfinance.

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

Snapshot

Latest metrics

FY25, released 24 February 2026

← Swipe to view more
NZM latest metrics
MetricValueChange
Revenue$341.3m↓ -1.3%
EBITDA$62.3m↑ +14.9%
NPAT$13.1m↑ +181.9%
Operating cash flow$50.4m↑ +33.0%
OCF / EBITDA %80.8%↑ +11.0pp
Net debt$15.5m↓ -35.6%
Net debt / EBITDA0.25x↓ -43.2%
ROE %13.4%↑ +29.2pp
DPS6.0c— Flat
Payout ratio vs NPAT %129.3%—

Source: latest published briefing (FY25, released 24 February 2026). Change compares against the prior equivalent period: FY24, released 26 February 2025.

Valuation

Valuation

A compact read on what the market price implies next to the latest filing data. The numbers are a starting point for comparison, not a recommendation.

Prices as at close, 12 June 2026

Price and market cap

The latest close and share count context for the market price.

Market cap

$210.8m

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End-of-day close multiplied by current shares on issue.

Profitability multiples

How the market price compares with recent earnings and cash-flow inputs.

P/E

16.09x

i

Recent market cap compared with trailing earnings.

EPS

0.07

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Recent filing-derived earnings per share.

PEG

Not available

i

Not available for this company right now.

EV/EBITDA

3.63x

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Enterprise value compared with recent EBITDA.

P/FCF

8.3x

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Market cap compared with recent free cash flow.

P/B

2.15x

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Market value compared with latest reported equity.

Income and fund shape

Yield and fund-style valuation where the company shape supports it.

Dividend yield

8.0%

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Trailing dividends compared with the latest close.

Total return

Not available

i

Available once dividend and adjustment data are verified.

Price history

Daily closes use the full available width, with hover and touch readouts against real observations. Expand opens the chart at reading size.

Share price

Five years of daily closes, as at close, 5 June 2026. Weekends, suspensions, and listing gaps stay as natural gaps in the time scale.

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Chat

Ask about NZM

Ask follow-up questions about NZME's latest result and company history.

Informational only. No buy, sell, hold, price-target, or personal financial advice.

Ask about NZM

Informational only. No buy, sell, hold, price-target, or personal financial advice.

Sign in to chat

Sign in to ask company questions.

What changed in the latest result?What is unusual in the historical context?How has cash conversion changed over time?Compare this company with CNU.

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Longitudinal view

Performance over time

The latest period is shown first.

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NZM metric history
MetricFY2512 MONTHS24 February 2026HY256 MONTHS26 August 2025FY2412 MONTHS26 February 2025HY246 MONTHS27 August 2024Trend
Revenue$341.3m$163.6m$345.9m$168.3m
Chart
Revenue growth %-1.3%-2.8%1.5%3.1%
Chart
EBITDA$62.3m$18.9m$54.2m$21.4m
Chart
EBITDA margin %18.3%11.6%15.7%12.7%
Chart
PBT$18.6m-$0.3m-$12.5m$2.8m
Chart
PBT growth %———-99.9%
—
NPAT$13.1m-$0.4m-$16m$1.9m
Chart
NPAT growth %———-99.9%
—
Operating cash flow$50.4m$15m$37.9m$12.1m
Chart
OCF / EBITDA %80.8%79.2%69.8%56.5%
Chart
FCF pre-lease$25.4m$2.2m$11.3m-$0.7m
Chart
FCF post-lease$25.4m$2.2m$11.3m-$0.7m
Chart
DPS6.0c3.0c6.0c3.0c
Chart
Payout ratio vs NPAT %129.3%——297.0%
Chart
Annual payout ratio vs EPS %129.3%———
—
ROE %13.4%-0.4%-15.8%1.5%
Chart
Net debt$15.5m$33.3m$24.1m$30m
Chart
Net debt / EBITDA0.25x1.76x0.44x1.4x
Chart
Debtor days36373841
Chart
Inventory days2337
Chart
Total assets$238.8m$248.5m$254.6m$292.2m
Chart

Reference: annolyse.ai/companies/nzm

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.

Filing-only history charts

These charts use verified published filing periods only. Gaps are not interpolated, and mixed half-year/full-year histories are split into separate series.

Revenue

Reported revenue across covered periods.

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Revenue growth

Like-period revenue growth where comparable.

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EBITDA-equivalent

Company-specific earnings measure where disclosed.

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EBITDA margin

EBITDA-equivalent margin where revenue and earnings are source-backed.

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NPAT

Statutory profit after tax.

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Operating cash flow

Cash generated from operations.

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Full chartable metric set

Additional verified filing metrics for this company. Each point links back to a published briefing period in the source data contract.

OCF / EBITDA

Cash conversion against earnings.

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FCF pre-lease

Operating cash flow less capex before leases.

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FCF post-lease

Free cash flow after lease payments where available.

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ROE

Return on equity.

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Net debt

Borrowings less cash; negative values indicate net cash.

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Net debt / EBITDA

Leverage ratio, suppressed where earnings are not meaningful.

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DPS

Dividend per share declared for the period.

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Payout ratio

Dividend payout against statutory NPAT.

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Debtor days

Receivables days where the working-capital inputs are source-backed.

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Inventory days

Inventory days where the working-capital inputs are source-backed.

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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.

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The setup & the reality

HY25 → FY25 Follow-through

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

Current result now available

FY25 · Released 24 February 2026

EBITDA up 14.9% on cost cuts as revenue declined 1.3%

Cost discipline drove an $8.1m EBITDA lift and lifted free cash flow to $25.4m, with net debt nearly halved to $15.5m.

Read latest briefing→

Historical setup

What HY25 said to watch

From NZME swung to statutory loss while operating cash flow rose 23.5%

The supplied prior-year shape shows HY24 produced 48.7% of FY24 revenue but only 39.5% of FY24 EBITDA, indicating the business is materially second-half weighted on earnings. Annualising HY25 revenue gives $327.1m against FY24's $345.9m, though that comparison is distorted by the community-paper closure.

No quantified FY25 targets were supplied. Management cites a strategy review underway, ongoing cost-base adjustments, and "strong performance" in July advertising. The release does not support a quantified outlook, so the first half establishes only the starting point: positive cash generation, mixed segment economics, and a continuing cost-out program.

Open questions

Open questions from HY25

  • What drove the $35.4m (-28.3%) reduction in total equity over the past 12 months, and how much came from the FY24 impairment versus dividend distributions?
  • Why is the cash balance at $4.0m given $15.0m of operating cash flow in the half, and is the company comfortable operating at this liquidity level?
  • What is the quantified scope and expected remaining cost of the restructuring program flagged in commentary?
  • How will the strategy review affect segment structure and capital allocation, and on what timeframe will conclusions be communicated?
  • Is the 3.0-cent interim dividend sustainable given negative NTA per share, second-half-weighted earnings, and a weaker leverage position?

This briefing cannot assess whether the cost-base adjustments and strategic review will translate into sustained earnings recovery in H2 and beyond.

Archive

Briefing archive

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

FY25 · Released 24 February 2026

EBITDA up 14.9% on cost cuts as revenue declined 1.3%

Cost discipline drove an $8.1m EBITDA lift and lifted free cash flow to $25.4m, with net debt nearly halved to $15.5m.

Read briefing→

HY25 · Released 26 August 2025

NZME swung to statutory loss while operating cash flow rose 23.5%

The statutory result reflects one-off costs and a community-paper closure rather than deteriorating segment economics or cash generation, but equity

Read briefing→

FY24 · Released 26 February 2025

NZME swung to $12.5m PBT loss despite revenue rising 1.5%

Operating cash flow fell 8.8% and the unchanged 6.0c dividend now consumes 99.1% of free cash flow.

Read briefing→

HY24 · Released 27 August 2024

Audio margin compressed from 19.3% to 7.0% on near-flat group EBITDA

OneRoof's swing to profit and modest revenue growth offset a $6.4m fall in Audio's segment result and left the dividend uncovered.

Read briefing→

Related insights

Compare this company

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

Insight

Earnings quality and statutory distortions

PBT and NPAT growth diverged by 67.5pp, with a distortion flag in the result.

Open insight→

Insight

Dividend coverage and payout pressure

Dividend payout versus pre-lease FCF is 66.6%, with NPAT payout at 129.3%.

Open insight→

Insight

ROE and capital efficiency

ROE was 13.4%, +29.2pp versus the prior comparable period.

Open insight→

Insight

Cash conversion quality

This result converted 80.8% of EBITDA to operating cash flow, +10.9pp versus the prior comparable period.

Open insight→

Get notified when NZM publishes

Get the next NZME result briefing and five-year history updates by email.