Raubex Group Limited (RBX) Earnings Call Transcripts

Raubex Group Limited's Latest Earnings Call - May 11, 2026

In the fiscal year ending February 28, 2026, Raubex Group Limited reported a revenue increase of 4.6% to ZAR 22 billion and an operating profit rise of 11.6% to ZAR 1.74 billion. Headline earnings per share improved to ZAR 6.13, while cash generated from operations was ZAR 1.75 billion, down 30% year-over-year. Management highlighted a record order book of ZAR 31.6 billion, up 11.6%, and provided a positive outlook for FY 2027, emphasizing a diversified strategy and strong pipeline across all divisions.

Reported metrics

Guidance from management

Management expects a positive outlook for FY 2027, with strong opportunities across all divisions and a focus on profitable execution. The order book provides revenue visibility, with ZAR 17.76 billion earmarked for execution in FY 2027.

What management said

Thanks, Grace. Yes. So the new or the increase in the outlook forward is made up predominantly of awards that we've received in the energy sector of which the most prominent 1 is the both for West PV project of about ZAR 1.6 billion. Over and above that, we received another few contracts with regards to transmission and distribution lines to the value of about ZAR 700 million. A lot of smaller contracts in the space ...

Working capital is quite a big requirement for a construction company. But as I said, there has been some timing and costs that came through in this financial year. So there should be a benefit and an uptick in working capital requirements for the next year. .

What analysts pressed on

Analysts expressed concerns regarding the impact of rising diesel and fuel costs on profitability, with CFO Odendaal noting a monthly cost increase of ZAR 25 million. Additionally, there were questions about the lag in revenue recognition from the construction materials order book surge and the performance of the Australian division.

Main topics on the call

• Record Order Book Growth — Raubex's order book grew by 11.6% to ZAR 31.6 billion, reflecting a strategic shift towards private sector work, which now constitutes 34% of the order book, up from 27% last year. CEO Felicia Msiza stated, "This is a we...
• Infrastructure Division Performance — The Infrastructure division saw revenue increase by 30.2% to ZAR 453 billion, driven by strong performance in renewable energy projects. Operating profit rose by 42.2%, with margins strengthening to 9.8%. Management note...
• Challenges in Australian Operations — The Australian division faced a revenue decline of 14.4% to ZAR 2.94 billion, primarily due to a loss-making project. Operating profit turned into a loss of ZAR 604 million, with management indicating, "Despite the legac...
• Cash Flow and Working Capital — Cash generated from operations decreased by 30% to ZAR 1.75 billion, attributed to increased working capital requirements. CFO Samuel Odendaal stated, "There should be a benefit and an uptick in working capital requireme...

Read the full Raubex Group Limited transcript (May 11, 2026) → Summary generated from the call transcript; every figure above is stated by management on the record.

Earnings Call History

EarningsCalls.dev has 10 Raubex Group Limited earnings call transcripts on record, spanning May 10, 2021 to May 11, 2026. Based on this history, Raubex Group Limited reports semi-annually. The most recent call on file is dated May 11, 2026. The full list is below — each row opens the complete, free-to-read transcript.

Ticker

RBX

Exchange

JSE

Country

ZA

Sector

Industrials

Industry

Construction and Engineering

Calls on record

10

First call

May 10, 2021

Most recent

May 11, 2026

Reporting cadence

semi-annually