The Endeavour Group Ltd (ASX: EDV) share price is in focus today after announcing full-year sales of $12.2 billion, up 1.3%, but a sharp 87.8% drop in statutory NPAT to $52 million.

What did Endeavour Group report?

• Total group sales of $12.2 billion, up 1.3% year-on-year
• Group underlying EBIT of $845 million, down 8.7% from FY25
• Underlying NPAT of $363 million, down 14.8%
• Statutory NPAT of $52 million, down 87.8% reflecting significant items
• Fully franked final dividend of 1.2 cents per share (full-year payout ratio 59%)
• Cash realisation of 93%; net debt increased to $1.9 billion

What else do investors need to know?

Endeavour Group’s retail sales momentum improved over the year, with Dan Murphy’s and BWS seeing a combined sales lift of 1.0%. Online sales jumped 34.8% to $1.1 billion, now 11.6% of total retail sales. The business invested in lower shelf prices and competitive promotions, which weighed on gross profit margins.

Hotels delivered 4.2% sales growth, with renewed venues and 2,000 new gaming machines helping boost customer experience. The Hotels segment’s EBIT rose 4.1% as guest satisfaction scores improved, and accommodation revenue was up a strong 9.3%.

Management reaffirmed a $300 million cost-out target by FY29, with plans for further transformation in both the retail and hotels businesses. Net debt rose due to higher capital expenditure and lower profits.

What did Endeavour Group management say?

Commenting on the results, Endeavour’s CEO, Jayne Hrdlicka, said:

The F26 full year result reflects a period where the Group started to implement the actions required to execute its strategy and realise the potential of our portfolio of Retail and Hotel assets… Sales momentum in Retail is building with customers responding positively to our renewed focus on value and price leadership. Following the introduction of lower shelf prices in Dan Murphys at the end of Q1 F26, and the decision to lift our promotional competitiveness and value orientation across both Dan Murphyʼs and BWS, our Retail business is consistently gaining share, delivering 10 consecutive months of sales growth.

The Hotels portfolio will go through significant transformation in F27 to simplify the way we operate, deliver targeted investment in renewals and generally improve guest experiences. F27 will be a year of investment for the Group as we continue to execute the key initiatives required to transform all aspects of the business and establish a platform for sustainable future earnings growth.

What’s next for Endeavour Group?

Looking ahead, Endeavour expects a year of investment in FY27, especially in its hotels portfolio, with up to 75 renewals and approximately 1,900 new gaming machines planned. Retail sales momentum has continued into the new year, but the group notes the outlook for consumer spending remains uncertain due to higher living costs and macroeconomic uncertainty.

The company has reaffirmed its focus on simplicity, value, and customer experience, while targeting further cost reduction. Capital expenditure for FY27 is guided between $550 million and $650 million, supporting digital transformation and network upgrades.

Endeavour Group share price snapshot

The Endeavour Group share price has been struggling versus the S&P/ASX 200 index (ASX: XJO) over the past 12 months, declining almost 20%.

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The post Endeavour Group FY26 profit tumbles despite sales growth appeared first on The Motley Fool Australia.

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Motley Fool contributor James Mickleboro has positions in Endeavour Group. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has no position in any of the stocks mentioned. The Motley Fool Australia has no position in any of the stocks mentioned. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips. This article was prepared with the assistance of Large Language Model (LLM) tools for the initial summary of the company announcement. Any content assisted by AI is subject to our robust human-in-the-loop quality control framework, involving thorough review, substantial editing, and fact-checking by our experienced writers and editors holding appropriate credentials. The Motley Fool Australia stands behind the work of our editorial team and takes ultimate responsibility for the content published by The Motley Fool Australia.

The nib Holdings Ltd (ASX: NHF) share price is in focus today after the health insurance provider reported a 6.2% lift in group revenue to $3.8 billion and a 9.1% rise in underlying operating profit to $260.9 million for FY26.

What did nib report?

• Group underlying operating profit (UOP) up 9.1% to $260.9 million
• Group revenue rose 6.2% to $3.8 billion
• Net profit after tax of $186.9 million, down 5.9%
• Final dividend of 21.0 cents per share, including a 5c special dividend
• Australian resident policyholder growth of 1.9%
• Operating expense ratio improved to 16.6%

What else do investors need to know?

nib’s Australian residents health insurance business saw record sales, though its UOP fell 9.6% to $187.9 million due to higher risk equalisation and rebate impacts. The International segment performed strongly with UOP up 15.1% and policyholder growth of 4.4%. New Zealand operations delivered a turnaround, moving from a loss in FY25 to $27.5 million in UOP, thanks to pricing and claims management.

During FY26, nib also concluded the sale of its nib Travel business, sharpening its strategic focus. The completion, expected in FY27, will provide around $97 million in net cash, supporting the recently announced special dividend and future capital management.

What did nib management say?

Managing Director and Chief Executive Officer Ed Close said:

nib Group’s FY26 result reflects a year of disciplined growth and continued progress in helping our customers access and navigate healthcare with confidence. Group revenue increased 6.2% to $3.8 billion and underlying operating profit (UOP) increased 9.1% to $260.9 million, supported by growth across our Australian residents business, pleasing International performance, a strong recovery in New Zealand, Health Services shifting into profitability and continued productivity improvements. Net profit after tax was $186.9 million, ahead of expectations…Looking ahead, we will continue focusing on customer value, affordability, access to care and sustainable growth. We remain committed to strengthening provider partnerships, expanding health management and care navigation services and leveraging technology, data and AI to make healthcare simpler, more accessible and more personalised for our customers.

What’s next for nib?

For FY27, nib is guiding for group UOP of $265–$285 million (excluding nib Travel), with ongoing productivity and digital improvements expected to further reduce costs. The group plans to drive sustainable policyholder growth in Australia and expand its role in health management and care navigation.

Completion of the nib Travel sale will enhance balance sheet flexibility, giving nib more options for capital management. Key focus areas include leveraging technology—such as AI-driven claims management—and maintaining strong customer advocacy, while seeking steady growth across its core insurance and health services businesses.

nib share price snapshot

Over the past 12 months, nib shares have declined 7%, trailing the All Ordinaries Index (ASX: XAO), which is flat over the same period.

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The post nib reports FY26 profit growth appeared first on The Motley Fool Australia.

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Motley Fool contributor Laura Stewart has no position in any of the stocks mentioned. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has no position in any of the stocks mentioned. The Motley Fool Australia has positions in and has recommended NIB Holdings. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips. This article was prepared with the assistance of Large Language Model (LLM) tools for the initial summary of the company announcement. Any content assisted by AI is subject to our robust human-in-the-loop quality control framework, involving thorough review, substantial editing, and fact-checking by our experienced writers and editors holding appropriate credentials. The Motley Fool Australia stands behind the work of our editorial team and takes ultimate responsibility for the content published by The Motley Fool Australia.

The PLS Group Ltd (ASX: PLS) share price is in focus today after the company reported FY26 revenue up 152% to $1.93 billion and a shift to a $526 million net profit.

What did PLS report?

• Revenue: $1,934 million (up 152% from FY25)
• Underlying EBITDA: $1,137 million (59% margin; up from $97 million in FY25)
• Net profit after tax: $526 million (from a $196 million loss in FY25)
• Production: 879.5k tonnes spodumene concentrate (up 17%)
• Final dividend: 5 cents per share, fully franked ($161 million distribution)
• Cash balance: $2,290 million (up 135%)

What else do investors need to know?

PLS moved from a defensive footing to focus on growth, following improved lithium prices and market sentiment during FY26. The company restarted the Ngungaju processing plant and advanced key projects including P2000 and Colina, with $175 million in pre-investment approved for P2000 in June.

Operational performance was strong, with a 9% drop in unit operating costs (FOB) to $569 per tonne and record sales volumes. The company’s financial strength also improved, thanks in part to a successful $600 million (USD) bond issue.

Sustainability initiatives delivered a 5% reduction in Scope 1 and 2 emissions and a higher workforce engagement score, with female participation up to 21.9%.

What did PLS management say?

Commenting on the results, PLS Group’s CEO, Dale Henderson, said:

FY26 was a record year for PLS, demonstrating our through-cycle strategy in action. We had positioned the business to respond quickly when market conditions improved and, as the lithium market strengthened, we acted – bringing idled capacity back into production and shifting our focus decisively from defence to growth. That preparation is reflected in the results. We delivered record production of approximately 880 thousand tonnes while reducing unit operating costs by 9%, generating $1.1 billion of underlying EBITDA at a 59% margin and $1.4 billion of cash margin from operations.

These are strong outcomes and a credit to our team. With 100% ownership of Pilgangoora, our shareholders receive the full benefit of the scale, low-cost position and operating leverage we have built. We also strengthened the business for what comes next. During the year we accessed the international debt capital markets for the first time through our US$600 million bond and finished FY26 with $2.3 billion of cash. That financial strength gives us flexibility: we can continue investing in Pilgangoora, bring Ngungaju back into production, advance P2000 and Colina, and pay a fully franked final dividend of 5 cents per share.

We enter FY27 larger, lower cost and financially stronger than we were a year ago. We remain confident in the long-term opportunity for lithium, and our focus is on continuing to execute well, allocating capital with discipline and delivering value for our shareholders.

What’s next for PLS?

Looking ahead, Pilbara Minerals aims to keep building on its strong base by advancing growth projects such as P2000 and Colina, and ramping up production at Ngungaju. The company plans to maintain its disciplined capital allocation approach to navigate potential market volatility and capitalise on lithium sector demand.

Management has released FY27 guidance and says the business enters the new year larger, lower cost, and with significantly strengthened finances and flexibility.

PLS share price snapshot

The PLS Group share price has smashed the S&P/ASX 200 index (ASX: PLS) over the past 12 months with a stunning 135% gain.

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The post PLS Group posts record FY26 profit, revenue and resumes dividend appeared first on The Motley Fool Australia.

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Motley Fool contributor James Mickleboro has no position in any of the stocks mentioned. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has no position in any of the stocks mentioned. The Motley Fool Australia has no position in any of the stocks mentioned. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips. This article was prepared with the assistance of Large Language Model (LLM) tools for the initial summary of the company announcement. Any content assisted by AI is subject to our robust human-in-the-loop quality control framework, involving thorough review, substantial editing, and fact-checking by our experienced writers and editors holding appropriate credentials. The Motley Fool Australia stands behind the work of our editorial team and takes ultimate responsibility for the content published by The Motley Fool Australia.