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Brambles Limited (BXBLY) Q2 2026 Earnings Call Transcript
Brambles Limited (BXBLY) Q2 2026 Earnings Call Transcript
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Brambles (OTCMKTS:BMBLF) Trading Up 1.3% – Here’s What Happened
Brambles Limited (OTCMKTS:BMBLF - Get Free Report)'s share price was up 1.3% on Tuesday. The company traded as high as $14.9120 and last traded at $14.9120. Approximately 289 shares traded hands during mid-day trading, a decline of 93% from the average daily volume of 3,953 shares. The stock had previously closed at $14.72. Brambles
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Brambles Limited (BXBLY) Shareholder/Analyst Call Transcript
Brambles Limited (OTCPK:BXBLY) Shareholder/Analyst Call October 22, 2025 11:00 PM EDT Company Participants John Mullen Maxine Brenner Robert Gerrard Graham Chipchase - CEO & Executive Director Carina Thuaux - Group Company Secretary & Corporate Counsel Vikas Bansal Anthony Palmer Kendra Banks James Miller Conversation John Mullen Well, good afternoon, ladies and gentlemen. So my name is John, John Mullen, and it's a great privilege as Chair of Brambles to welcome you to the 2025 AGM and to declare the meeting open.
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Brambles Limited (BMBLF) Q4 2025 Earnings Call Transcript
Brambles Limited (OTCPK:BMBLF) Q4 2025 Earnings Conference Call August 20, 2025 8:00 PM ET Company Participants Graham Andrew Chipchase - CEO & Executive Director Joaquin Gil - Chief Financial Officer Conference Call Participants Andre Peter Fromyhr - UBS Investment Bank, Research Division Anthony Moulder - Jefferies LLC, Research Division Jakob Cakarnis - Jarden Limited, Research Division Justin Barratt - CLSA Limited, Research Division Matthew H. Ryan - Barrenjoey Markets Pty Limited, Research Division Owen Birrell - RBC Capital Markets, Research Division Peter Steyn - Macquarie Research Samuel Seow - Citigroup Inc., Research Division Scott Ryall - Rimor Equity Research Pty Ltd Graham Andrew Chipchase Good morning, everyone, and welcome to Brambles Full Year Results Presentation for FY '25.
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Brambles: Bullish Considering Expectations Of Sales Beat And Cashflow Growth
I maintain a Buy rating on Brambles, anticipating better-than-expected revenue and robust free cash flow expansion. The company's FY25 sales growth is likely to surpass management guidance, considering the FMCG end-market's defensiveness. The stock should offer an improved shareholder yield on the back of lower capital investments.
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Brambles Limited (BMBLF) 2025 First Half-Year Results Earnings Call Transcript
Brambles Limited (OTCPK:BMBLF) 2025 First Half-Year Results Earnings Conference Call February 19, 2025 6:30 PM ET Company Participants Graham Chipchase – Chief Executive Officer Joaquin Gil – Chief Financial Officer Conference Call Participants Owen Birrell – RBC Matt Ryan – Barrenjoey Peter Stein – Macquarie Jakob Cakarnis – Jarden Australia Justin Barratt – CLSA Anthony Moulder – Jefferies Andre Fromyhr – UBS Sam Seow – Citi Scott Ryall – Rimor Equity Research Cameron McDonald – E&P Graham Chipchase I'll start today by sharing some of our performance highlights for the First Half of 2025, an overview of the operating environment and an update on our transformation progress before commenting on our outlook for the full year. I will then pass over to Joaquin to provide a more detailed update on our financials.
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Brambles: Scale, Network Effects Provide Competitive Advantage
Brambles' network effects and scale in logistics create a competitive moat, driving efficiency, profitability, and market share growth. The company benefits from resilient end-markets, with 85% of revenue from consumer staples, ensuring stability even during economic downturns. Financials show strong revenue growth, improved profit margins, and high returns on capital, justifying a "Buy" rating despite potential risks.
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Brambles: Positive Financial And Capital Return Outlook
Brambles' favorable shareholder capital return and financial prospects support a Buy rating in my opinion. I expect Brambles to achieve a faster rate of top-line expansion and meaningful operating margin improvement in the future. BMBLF is returning more capital to shareholders in FY 2025 with an increase in its dividend payout ratio and a new share repurchase program.
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Brambles Limited: Why This Logistics Player Is A Buy
My personal rating on Brambles is a strong buy, as I think that the company has been managing its debt reasonably well. As per my DDM model, the stock is undervalued, and has an upside potential of ~24.2% from the last traded price of US$18.89 (as on 4th June 2024). BXBLY has been managing its debt quite efficiently to support its operations. It has a low net debt to EBITDA ratio, while its interest coverage ratio came in at ~10.2x.
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Brambles: Digital Transformation And Capital Management Are Key Value Drivers (Rating Upgrade)
Brambles' FY 2024 earnings growth guidance was better than what it previously targeted at its 2021 Investor Day, thanks to its success with digital transformation.
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Brambles Limited (BMBLF) Q2 2024 Earnings Call Transcript
Brambles Limited (BMBLF) Q2 2024 Earnings Call Transcript
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Brambles Limited (BMBLF) Q4 2023 Earnings Call Transcript
Brambles Limited (OTCPK:BMBLF) Q4 2023 Earnings Conference Call August 29, 2023 8:00 PM ET Company Participants Graham Chipchase - Chief Executive Officer Nessa O'Sullivan - Chief Financial Officer Conference Call Participants Justin Barratt - CLSA Reinhardt van der Walt - Bank of America Merrill Lynch Andre Fromyhr - UBS Jakob Cakarnis - Jarden Australia Matt Ryan - Barrenjoey Anthony Moulder - Jefferies Owen Birrell - RBC Scott Ryall - Rimor Equity Research Cameron McDonald - E&P Anthony Longo - JP Morgan Operator Thank you for standing by and welcome to the Brambles Limited 2023 Full Year Results Briefing. All participants are in a listen-only mode.
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Brambles Limited (BMBLF) Q2 2023 Earnings Call Transcript
Brambles Limited (OTCPK:BMBLF) Q2 2023 Earnings Conference Call February 23, 2023 6:00 PM ET Company Participants Graham Chipchase - Chief Executive Officer Nessa O'Sullivan - Chief Financial Officer Conference Call Participants Matt Ryan - Barrenjoey Reinhardt van der Walt - Bank of America Justin Barratt - CLSA Andre Fromyhr - UBS Anthony Longo - JP Morgan Niraj Shah - Goldman Sachs Sam Seow - Citi Anthony Moulder - Jefferies Owen Birrell - RBC Cameron McDonald - E&P Jakob Cakarnis - Jarden Paul Butler - Credit Suisse Operator Thank you for standing by. And welcome to the Brambles Limited 2023 Half Year Results Briefing.
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International Wide-Moat Stocks On Sale - The January 2023 Heat Map
Our 3-step process focuses on wide-moat stocks (as per Morningstar's rating). We are only interested in those targets that are attractively valued in historical comparison.
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Brambles Limited (BMBLF) CEO Graham Chipchase on Q4 2022 Results - Earnings Call Transcript
Brambles Limited (OTCPK:BMBLF) Q4 2022 Results Conference Call August 17, 2022 8:00 PM ET Company Participants Graham Chipchase - CEO Nessa O'Sullivan - CFO Conference Call Participants Andre Fromyhr - UBS Anthony Longo - JP Morgan Justin Barratt - CLSA Anthony Moulder - Jefferies Niraj Shah - Goldman Sachs Paul Butler - Credit Suisse Matt Ryan - Barrenjoey Cameron McDonald - E&P Owen Birrell - RBC Jakob Cakarnis - Jarden Australia Scott Ryall - Rimor Equity Research Sam Seow - Citi Operator Thank you for standing by and welcome to the Brambles Limited 2022 Full Year Results Conference Call. All participants are in a listen-only mode.
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Brambles Limited (BMBLF) CEO Graham Chipchase on Q2 2022 Results - Earnings Call Transcript
Brambles Limited (BMBLF) CEO Graham Chipchase on Q2 2022 Results - Earnings Call Transcript