Insights

Recent briefing summary

The latest Annolyse result briefings in one feed, with the main analytical takeaway surfaced before the click.

Third Age Health Services (TAH) / FY26

PBT up 25.7% on ARC scale, full-year dividend reset to 8.0c

Aged-care consolidation lifted earnings and revenue mix, but a halved dividend and weaker cash conversion signal a clear reinvestment pivot.

29 May 2026

Read briefing

Iperion (IPR) / FY26

Loss narrowed 35.3% but cash fell 63.5% as Iperion's runway tightens

Operating losses keep absorbing the balance sheet; total equity fell 84.5% to NZ$0.1m while the Pathoglaze licence still produces no revenue.

29 May 2026

Read briefing

Burger Fuel Group (BFG) / FY26

EBITDA margin hit 18.4% — nearly 5 points above BFG's historical mean

A one-off store-sale gain and lower legal costs flattered all earnings lines, so the durability of record-high margins is the key question for FY27.

29 May 2026

Read briefing

ArborGen Holdings (ARB) / FY26

Net debt/EBITDA hits 2.2x as EBITDA margin falls below historical range

Revenue grew 7.9% to a five-year high, but margin compression and rising leverage leave cash generation well below ArborGen's historical baseline.

29 May 2026

Read briefing

Truscreen Group (TRU) / FY26

Revenue up 42% but missed $2.8m guidance as debtors swelled to $1.0m

A 140bps gross margin lift is real, but a $1.0m receivables build and ongoing $2.5m operating cash burn keep the runway question open.

29 May 2026

Read briefing

ikeGPS Group (IKE) / FY26

Loss narrowed 54.1% as subscription mix lifted gross margin to 80.2%

Platform subscription revenue grew ~33% and gross margin expanded 1,099bps, but operating cash flow swung to NZ$-3.4m and inventory days jumped

29 May 2026

Read briefing

Green Cross Health (GXH) / FY26

Medical services-led NPAT growth of 27.5% on 4.2% revenue lift

The earnings step-up was concentrated in the smaller Medical services segment while operating cash flow grew only 3.7% and free cash flow fell.

29 May 2026

Read briefing

Cooks Coffee Company (CCC) / FY26

Revenue up 83.7% but PBT and NPAT both fell 62.5% to NZ$0.3m

EBITDA stayed essentially flat at NZ$1.3m while cash dropped 58.2% to NZ$1.1m on debt repayment and elevated working-capital absorption.

29 May 2026

Read briefing

Arvida Group (ARV) / FY26

Operating cash flow fell 33% as OCF/EBITDA dropped to 81% on lower ORA receipts

Underlying EBITDA rose 10% to $133m but operating cash inflows dropped $53m year-on-year, creating a material gap between reported earnings

3 June 2026

Read briefing

Promisia Healthcare (PHL) / FY26

FY26 NPAT $12.9m hinges on H2 swing; EBITDAF $6.6m the cleaner read

Full-year Cromwell consolidation and a sharp H2 earnings swing lift reported NPAT while net debt/EBITDAF falls from 11.1x to 5.8x.

28 May 2026

Read briefing

Methodology

This page uses recently published briefings and shows the latest ten result briefings by release chronology. The takeaway is drawn from the standard Annolyse briefing summary fields.

Get the next NZX result briefing

Get new Annolyse briefings by email as reporting-season updates land.