Author: openjargon

Over the last 12 months, CAR Group Ltd (ASX: CAR) has seen its share price fall by over 30%. From cost-of-living pressures to emerging fears about generative AI, the online vehicle marketplace is facing some significant headwinds.

However, it delivered solid H126 results last week and is a company that has shown it can evolve. Here’s what’s happening and why I believe there is significant upside right now.

What is driving the CAR Group share price down?

CAR Group runs online vehicle marketplaces in Australia, South Korea, the USA, and Chile. It is also a majority shareholder in the Brazil-based webmotors. While it continued to deliver solid results in FY25 despite rising cost of living in its biggest markets, investors have remained cautious heading into 2026.

Partly, this is due to broader weak sentiment across the tech sector. Investor appetite for high-growth stocks has eased, amidst fears of overvaluation. In addition, the potential for a softening of the vehicle market and the easing of used car prices this year may be contributing to investor concerns.

But perhaps its biggest headwind is the fear that generative AI will soon replace online marketplaces. Generative AI is disrupting the established ‘search and browse’ model, and some investors are concerned that CAR Group will lose its footing as customers lean into personalised AI-driven shopping experiences.

Can CAR Group effectively respond to the growing threat of generative AI?

For me, it can.

Firstly, I believe vehicle sales will be insulated from the shift for longer than some other consumer products, due to the high cost and level of trust required in the transaction.

Secondly, CAR Group has a solid track record of responding to major shifts.  

In the 1990s, CAR Group (then known as Carsales.com) transformed the way Australians bought and sold cars with its digital marketplace, accelerating the shift from print classifieds. By the early 2000s, it was widely considered Australia’s go-to online car marketplace.

Over its history, it has, by and large, demonstrated that it is an early mover, scales responsibly, and uses acquisitions to increase depth and complement its core business.

Notably, across the 2010s, it made a significant and successful move from a listing site to a sophisticated automotive marketplace, integrating a broad range of value-added services, including vehicle inspections, dealer analytics, and financing.

Now, with generative AI threatening another major shift, I believe it will once again respond with agility and discipline. It has shown that it is facing the challenge head-on by establishing a global AI hub.

Of the move, Managing Director and CEO, William Elliott, said:

We see AI as a critical enabler and we are embedding it into our products, platforms and operations. This capability will be further accelerated by the establishment of CG/lab, our global AI hub in Brazil, which is focused on developing core agentic technology that can be built once and scaled across the Group. Recent highlights include the introduction of voice-controlled vehicle search and AI companions that help guide consumers through the vehicle buying and selling journey.

And while it navigates this AI shift, CAR Group will likely still have the network effect on its side for some time. Buyers, sellers, and dealers alike are accustomed to using its sites, meaning each will go there to find the others. Obviously, that can and will change if CAR Group doesn’t step up. But for me, it has an established history of success in evolving to meet its contemporary customers.

Of course, sceptics remain. But I’m still bullish on CAR Group because I believe it is making all the right moves in the present climate, supported by a consistent track record. For me, current prices present an attractive entry point for long-term investors who share my faith that it can once again evolve as AI disruption looms.

The post Why I am still bullish on CAR Group appeared first on The Motley Fool Australia.

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Motley Fool contributor Melissa Maddison 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 recommended CAR Group Ltd. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

The APA Group (ASX: APA) share price is in focus today after the company posted a 7.6% jump in underlying EBITDA to $1,092 million and lifted its organic growth pipeline for the first half of FY26.

What did APA Group report?

• Total statutory revenue (excluding pass-through) rose 2.0% to $1,391 million
• Underlying EBITDA increased 7.6% to $1,092 million, with margins up to 77.3%
• Statutory net profit after tax climbed to $95 million, up from $34 million last year
• Free cash flow edged up 0.7% to $556 million
• Interim distribution lifted 1.9% to 27.5 cents per security, payable 18 March 2026
• FY26 Underlying EBITDA guidance unchanged at $2,120–$2,200 million, with expectation to exceed midpoint

What else do investors need to know?

APA Group reaffirmed its FY26 distribution guidance at 58 cents per security, up 1.8% on FY25. The company is also on track to achieve $50 million in full-year cost savings, helped by simplification efforts including the sale of its Networks business and pending divestment of its GDI stake.

APA’s organic growth pipeline for FY26–FY28 has been upgraded from $2.1 billion to around $3 billion, driven by new projects such as expanding the East Coast Gas Grid and collaboration with CS Energy on the Brigalow Peaking Power Plant. A recent S&P rating adjustment has further strengthened balance sheet capacity, increasing potential funding for growth.

What did APA Group management say?

CEO and Managing Director Adam Watson said:

APA has delivered another strong half year operational and financial result, as we continue to deliver our commitments and create value for our securityholders… Today’s result demonstrates that APA is delivering on commitments, while simultaneously positioning the business to play a central role in the energy transition.

What’s next for APA Group?

APA Group expects to exceed the midpoint of its full-year underlying EBITDA guidance range, and management is sticking with its distribution forecast. Ongoing cost reductions and simplification are set to improve margins, while a larger growth pipeline and strong credit profile should support further investment in gas, power, and renewables infrastructure.

Projects in development include the next stage of the East Coast Gas Grid Expansion Plan and partnerships in renewable energy, positioning APA for continued strategic growth as the energy transition accelerates.

APA Group share price snapshot

Over the past 12 months, APA Group shares have risen 39%, outperforming the S&P/ASX 200 Index (ASX: XJO) which has risen 7% over the same period.

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The post APA Group lifts earnings and growth outlook for 1H26 appeared first on The Motley Fool Australia.

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• Brambles profit up, cash flow upgraded in half-year 2026 earnings
• Lovisa reveals higher revenue and interim dividend in FY26 half-year
• Regis Resources posts record HY26 profit and lifts dividend
• Wesfarmers posts 9% half-year profit growth and boosts dividend
• PLS Group posts H1 FY26 profit and 241% EBITDA surge

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 Apa Group. 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 Lovisa Holdings Ltd (ASX: LOV) share price is in focus today after the fashion jewellery retailer delivered a 23.3% jump in revenue to $500.7 million and a 2.6% rise in statutory profit after tax to $58.4 million for the first half of FY26.

What did Lovisa report?

• Revenue from ordinary activities up 23.3% to $500.7 million
• Statutory net profit after tax (NPAT) up 2.6% to $58.4 million
• Underlying NPAT (excluding Jewells investment) up 21.5% to $69.6 million
• Gross profit up 23% to $411.6 million, with an underlying gross margin of 82.9%
• Interim dividend of 53.0 cents per share (50% franked), to be paid 26 March 2026
• Store network increased to 1,095 stores, with 85 new openings in the half

What else do investors need to know?

Lovisa continued its global store rollout, opening 85 new stores across all regions, while closing 21. The company saw comparable store sales rise 2.2% compared to the prior half. Ongoing investment in the Jewells start-up phase impacted statutory results, with Jewells incurring an EBIT loss of $10.8 million and an NPAT loss of $11.2 million for the period.

What’s next for Lovisa?

Lovisa plans to continue investing in its global store network and support structures including logistics and technology to boost efficiency. The company will also maintain its focus on product cost management and inventory discipline as it looks to build on its momentum.

The start-up phase of the Jewells brand remains a focus, with investment expected to continue as the business positions itself for long-term growth. Management notes global economic conditions remain soft, particularly with ongoing inflation and interest rate pressures, but the group remains committed to executing its expansion strategy.

Lovisa share price snapshot

Over the past 12 months, Lovisa shares have risen 2%, trailing the S&P/ASX 200 Index (ASX: XJO), which has risen 7% over the same period.

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The post Lovisa reveals higher revenue and interim dividend in FY26 half-year appeared first on The Motley Fool Australia.

More reading

• Brambles profit up, cash flow upgraded in half-year 2026 earnings
• APA Group lifts earnings and growth outlook for 1H26
• Regis Resources posts record HY26 profit and lifts dividend
• Wesfarmers posts 9% half-year profit growth and boosts dividend
• PLS Group posts H1 FY26 profit and 241% EBITDA surge

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 positions in and has recommended Lovisa. The Motley Fool Australia has recommended Lovisa. 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 Regis Resources Ltd (ASX: RRL) share price is in focus today as the gold miner delivered a record net profit after tax of $323 million for the half year and declared a fully franked 15 cent interim dividend.

What did Regis Resources report?

• Net profit after tax up 267% year-on-year to $323 million
• Gold sales revenue rose 40% to $1.09 billion, with an average realised price of $5,968 per ounce
• EBITDA up 73% to $621 million, with a margin of 57%
• Gold production of 186,917 ounces at an all-in sustaining cost (AISC) of $2,850 per ounce
• Cash and bullion balance climbed to $930 million by 31 December 2025
• Interim fully franked dividend of 15 cents per share declared (up from 5 cents for the prior full year), totalling $114 million

What else do investors need to know?

Regis Resources has released a new Capital Management Policy, formalising its approach to shareholder returns. The company now intends to pay fully franked ordinary dividends on a semi-annual basis, targeting a payout of 25% to 50% of Group Cash Increase over each half.

The policy leaves room for special dividends and share buy-backs if cash balances exceed strategic requirements. The dividend reinvestment plan remains suspended.

FY26 production and cost guidance remain unchanged, targeting 350,000–380,000 ounces of gold and an AISC between $2,610 and $2,990 per ounce. Exploration guidance was lifted by $20 million amid continued drilling success.

What did Regis Resources management say?

Regis has delivered an outstanding financial result for the first half of FY26. The operational performance has increased the financial strength of our business translating to record EBITDA, NPAT and cash flow.

What’s next for Regis Resources?

Looking ahead, Regis aims to deliver its full year production and cost guidance, underpinned by strong gold prices and ongoing operational performance. Management expects continued cash generation and profitability if gold prices remain robust.

The recently introduced capital management strategy gives more predictability on dividends while keeping flexibility for reinvestment and potential extra shareholder returns in the future.

Regis Resources share price snapshot

Over the past 12 months, Regis Resources shares have risen 164%, outperforming the S&P/ASX 200 Index (ASX: XJO) which has risen 7% over the same period.

View Original Announcement

The post Regis Resources posts record HY26 profit and lifts dividend appeared first on The Motley Fool Australia.

More reading

• Brambles profit up, cash flow upgraded in half-year 2026 earnings
• APA Group lifts earnings and growth outlook for 1H26
• Lovisa reveals higher revenue and interim dividend in FY26 half-year
• Wesfarmers posts 9% half-year profit growth and boosts dividend
• PLS Group posts H1 FY26 profit and 241% EBITDA surge

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 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 Wesfarmers Ltd (ASX: WES) share price is in focus today after the company posted a 9.3% jump in half-year NPAT to $1,603 million and lifted its interim dividend by 7.4%.

What did Wesfarmers report?

• Revenue rose to $24,212 million, up 3.1% on the prior period
• Net profit after tax (NPAT) increased 9.3% to $1,603 million
• Earnings before interest and tax (EBIT) climbed 8.4% to $2,493 million
• Fully-franked interim dividend of $1.02 per share, up 7.4%
• Operating cash flows at $2,491 million, down 3.3% year on year
• Basic earnings per share rose to 141.4 cents

What else do investors need to know?

Wesfarmers highlighted strong earnings growth from its major divisions, led by Bunnings, Kmart Group, and WesCEF. Bunnings delivered higher sales across all categories and geographies, while Kmart Group benefited from strong demand for its Anko ranges, although softer trading in Target offset some gains.

The Covalent Lithium joint venture’s refinery was completed below cost estimates and has begun producing high-quality lithium hydroxide. Meanwhile, Officeworks earnings were stable despite costs from its transformation program. Across the Group, a focus on productivity, cost control, and digital investments helped offset ongoing cost pressures.

Wesfarmers continues to enhance its digital and AI capabilities, recently striking new partnerships with Microsoft and Google Cloud to drive innovation and support growth across the business. The company remains committed to sustainability, reporting a 27.8% reduction in Scope 1 and 2 emissions.

What did Wesfarmers management say?

Managing Director Rob Scott said:

Wesfarmers’ increase in profit was supported by strong earnings contributions from our largest divisions – Bunnings, Kmart Group and WesCEF.

During the half, Wesfarmers’ divisions benefited from productivity initiatives to navigate ongoing challenging market conditions… The divisions performed well, driving productivity to mitigate cost pressures and keep prices low for customers.

What’s next for Wesfarmers?

Looking forward, Wesfarmers expects its mix of leading businesses and strong balance sheet to support solid shareholder returns. Management notes that inflation and higher operating expenses remain headwinds, but the retail divisions are set to benefit from ongoing investment in digital, AI, and omnichannel assets.

Bunnings and Kmart Group are expected to deliver sustainable earnings growth through their focus on everyday low prices and productivity. The company’s lithium operations are forecast to contribute positively in the second half, while the Officeworks transformation is intended to deliver efficiency and long-term improvement.

Wesfarmers share price snapshot

Over the past 12 months, Wesfarmers shares have rise 17%, outperforming the S&P/ASX 200 Index (ASX: XJO) which has increased 7% over the same period.

View Original Announcement

The post Wesfarmers posts 9% half-year profit growth and boosts dividend appeared first on The Motley Fool Australia.

More reading

• Brambles profit up, cash flow upgraded in half-year 2026 earnings
• APA Group lifts earnings and growth outlook for 1H26
• Lovisa reveals higher revenue and interim dividend in FY26 half-year
• Regis Resources posts record HY26 profit and lifts dividend
• PLS Group posts H1 FY26 profit and 241% EBITDA surge

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 positions in and has recommended Wesfarmers. The Motley Fool Australia has recommended Wesfarmers. 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 after the lithium producer posted a 241% surge in underlying EBITDA to $253 million and returned to profit in the half-year to 31 December 2025.

What did PLS Group report?

• Revenue jumped 47% to $624 million (H1 FY25: $426 million).
• Underlying EBITDA soared 241% to $253 million, with margin expanding to 41% (H1 FY25: 17%).
• Net profit after tax was $33 million, reversing a $69 million loss in the prior period.
• Production increased 6% to 432.8 thousand tonnes of spodumene concentrate.
• Sales volumes rose 7% to 446.0 thousand tonnes.
• No interim dividend was declared.

What else do investors need to know?

PLS Group (formerly Pilbara Minerals), achieved significant operational improvements, including an 8% decrease in unit operating costs to $563 per tonne (FOB). Higher sales volumes and strong market pricing underpinned the improvements.

The company closed the half with $954 million in cash and approximately $1.6 billion in total liquidity. Capital expenditure was $123 million, covering projects, mine development, and sustaining capital. Cash outflows were partly due to working capital timing, customer refunds, and pricing settlements.

While cash margins from operations totalled $174 million, underlying cash margins (adjusted) would be $291 million. The board reaffirmed its focus on financial flexibility, opting not to pay an interim dividend until market conditions support it.

What did PLS Group management say?

PLS Managing Director and CEO Dale Henderson, said:

PLS delivered a strong first half, generating Underlying EBITDA of $253 million at a 41% margin reinforcing our low cost position and ability to generate positive EBITDA through the cycle. The result was driven by higher realised pricing, reliable operating performance and continued cost discipline, with unit operating costs declining 8% to $563 per tonne (FOB).

Reported cash decreased modestly during the half, primarily reflecting customer refunds from the prior year and the timing of pricing settlements. We ended H1 with $954 million in cash and approximately $1.6 billion in total liquidity.

These outcomes reflect consistent execution of our through-the-cycle strategy – aligning production with market conditions while preserving balance sheet strength and maintaining full operational control. Our scale and 100% ownership across our Australian and Brazilian assets provide structural flexibility and clear differentiation within the sector.

Consistent with our capital allocation framework and disciplined approach to capital management, the Board has determined not to declare an interim dividend for H1 FY26, prioritising financial flexibility through the cycle.

What’s next for PLS Group?

Looking ahead, PLS Group is prioritising balance sheet strength and operational flexibility as lithium market conditions evolve. Management plans to maintain disciplined capital management while progressing projects in Australia and Brazil.

The board indicated a dividend could be considered at the full-year results if lithium prices and free cash flow remain supportive. The company’s significant liquidity provides confidence to navigate market cycles and fund future growth.

PLS Group share price snapshot

Over the past 12 months, PLS Group shares have risen 121%, strongly outperforming the S&P/ASX 200 Index (ASX: XJO) which has risen 7% over the same period.

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The post PLS Group posts H1 FY26 profit and 241% EBITDA surge appeared first on The Motley Fool Australia.

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• HUB24 delivers 1HFY26 earnings and raises FY27 growth target
• Transurban posts higher 1H26 profit and revenue as key projects open
• Telstra lifts earnings and dividend, expands buy-back for 1H26
• Medibank Private lifts profit and dividend in first half 2026
• Auckland International Airport reports 1H26 earnings

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 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 HUB24 Ltd (ASX: HUB) share price is in focus today after the company reported a 35% jump in underlying EBITDA to $104.9 million and a 60% boost in underlying NPAT to $68.3 million for 1HFY26.

What did HUB24 report?

• Group Underlying EBITDA: $104.9 million (up 35% on 1HFY25)
• Group Underlying NPAT: $68.3 million (up 60%)
• Statutory NPAT: $59.7 million (up 80%)
• Underlying EPS: 82.9 cents (up 63%)
• Fully franked interim dividend: 36.0 cents per share (up 50%)
• Total revenue: $245.9 million (up 26%)
• Platform net inflows: $10.7 billion (record half-year; up 13%)
• Funds Under Administration: $152.3 billion as at 31 December 2025

What else do investors need to know?

HUB24 achieved first place for both quarterly and annual net inflows across the platform market, lifting its share to 9.3% and climbing to sixth largest by size. Adviser numbers continued to grow, up 8% to 5,277 using the HUB24 platform, with 75 new licensee agreements signed this half.

The group continued investing to strengthen technology and operations, which saw operating expenses rise 20% to $141 million. HUB24’s commitment to innovation was recognised with a raft of industry awards, including Best Platform Overall for the fourth consecutive year.

Notably, HUB24 announced plans to bring the trustee duties for its super fund in-house, pending regulatory approval, and released new initiatives such as the Engage reporting suite and ongoing enhancements to high-net-worth solutions.

What did HUB24 management say?

HUB24’s Managing Director & CEO Andrew Alcock commented:

We’ve delivered outstanding results and growth in 1HFY26, with a 35% increase in Underlying UEBITDA to $104.9 million and a 60% increase in Underlying NPAT to $68.3 million above 1HFY25. Given this strong performance, we have announced a fully franked interim dividend of 36.0 cents per share (up 50% on pcp).

These results demonstrate our continued momentum, with record net inflows and strong progress in delivering our strategy to create value for customers and shareholders. Our recognition again as Australia’s best platform reflects our commitment to delivering innovative solutions that enable advisers to support the needs of their clients throughout their life stages and empower better financial futures for more Australians, which is now more important than ever.

What’s next for HUB24?

Looking ahead, HUB24 says it’s well-placed to capture new opportunities and keep driving growth, thanks to strong industry momentum and ongoing investments in technology. Management has upgraded the FY27 Platform FUA target to $160–170 billion (excluding PARS FUA), reflecting its confidence in continued demand across all customer segments.

The company plans a progressive rollout of new adviser solutions including myhub, leveraging AI and digital innovation, with ongoing investment to support further scale and integration of platform, data, and tech services.

HUB24 share price snapshot

Over the past 12 months, HUB24 shares have risen 1%, trailing the S&P/ASX 200 Index (ASX: XJO) which has risen 7% over the same period.

View Original Announcement

The post HUB24 delivers 1HFY26 earnings and raises FY27 growth target appeared first on The Motley Fool Australia.

More reading

• PLS Group posts H1 FY26 profit and 241% EBITDA surge
• Transurban posts higher 1H26 profit and revenue as key projects open
• Telstra lifts earnings and dividend, expands buy-back for 1H26
• Medibank Private lifts profit and dividend in first half 2026
• Auckland International Airport reports 1H26 earnings

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 positions in and has recommended Hub24. The Motley Fool Australia has recommended Hub24. 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 Transurban Group (ASX: TCL) share price is in focus today after the toll road giant unveiled a 6% lift in proportional revenue to $2,019 million for the first half of FY26, alongside a statutory profit after tax of $343 million.

What did Transurban report?

• Proportional total revenue rose 6.0% to $2,019 million
• Statutory profit after tax of $343 million, swinging from a loss last year
• Proportional operating EBITDA up 6.4% to $1,545 million
• Average Daily Traffic (ADT) increased 2.5% to 2.6 million trips
• Distribution of 34.0 cents per stapled security for 1H26, 102.5% covered by free cash (ex. capital releases)
• Expected FY26 distribution of 69.0 cps, representing 6.2% growth on FY25

What else do investors need to know?

Transurban reported progress across all regions, with notable momentum in North America where traffic grew 3.6% and EBITDA jumped 22%. In Melbourne, the long-awaited West Gate Tunnel project opened, delivering faster routes for freight and easing local congestion.

The group remains committed to its investment pipeline, including ongoing upgrades in Sydney such as M7 widening works. Management highlighted a solid balance sheet, with $3 billion in liquidity, 88.6% of debt hedged and a weighted average debt maturity of 6.9 years.

Transurban continues to back sustainability. The group reported a 24% year-on-year reduction in Scope 1 and 2 emissions and achieved 91% renewable energy use.

What did Transurban management say?

Chief Executive Officer Michelle Jablko commented:

The 1H26 result reflects the accomplishment of key projects in North America and our home market of Melbourne, including the 495 Northern Extension and the opening of the West Gate Tunnel project. Traffic performed well in the first half, translating into EBITDA growth and a 6.3% increase in our 1H26 distribution.

What’s next for Transurban?

Looking ahead, the company reaffirmed its FY26 distribution guidance of 69 cents per security, targeting 6.2% growth from FY25. This is subject to traffic patterns and broader economic factors.

Management says the business is well positioned for future growth, with new travel infrastructure set to open in Sydney soon and plans to continue pursuing enhancement projects both in Australia and North America.

Transurban share price snapshot

Over the past 12 months, Transurban shares have risen 8%, slightly beating the S&P/ASX 200 Index (ASX: XJO) which has risen 7% over the same period.

View Original Announcement

The post Transurban posts higher 1H26 profit and revenue as key projects open appeared first on The Motley Fool Australia.

More reading

• PLS Group posts H1 FY26 profit and 241% EBITDA surge
• HUB24 delivers 1HFY26 earnings and raises FY27 growth target
• Telstra lifts earnings and dividend, expands buy-back for 1H26
• Medibank Private lifts profit and dividend in first half 2026
• Auckland International Airport reports 1H26 earnings

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 positions in and has recommended Transurban Group. The Motley Fool Australia has positions in and has recommended Transurban Group. 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.

Looking at the most popular exchange-traded funds (ETFs) on the ASX, it’s obvious that the ones Australian investors tend to go for are of the index fund variety. Thematic ETFs that track single commodities are lower down the pecking order, and funds that follow specific investing strategies, lower still. However, that’s not to say these funds aren’t growing in popularity. The VanEck MSCI International Value ETF (ASX: VLUE) is one of those funds.

This ETF from provider VanEck now has more than $400 million in funds under management. So there are a few ASX investors out there who like the look of what this ETF has to offer. So today, let’s go over how this fund works and what you’re actually buying when purchasing VLUE units.

So, the VanEck MSCI International Value ETF is a diversified, globally-focused ETF that invests in an underlying portfolio of about 250 mid and large-cap stocks from developed markets.

These ~250 stocks are selected after screening on an ethical basis, and then being assessed on a number of ‘value‘ metrics. These include price-to-book (P/B) value, price-to-earnings (P/E) multiples, and cash flow.

The companies that score highest on a combination of these metrics are selected for the MSCI World ex Australia Enhanced Value Top 250 Select Index, and thus, for the VLUE ETF.

What stocks are you buying with the VLUE ETF?

At present (as of 31 January anyway), the United States contributes the largest number of stocks to VLUE’s portfolio at 44.5%. This is followed by Japan (22.3%), the UK (6.5%), Germany (6.2%), and France (6.1%). Other countries that appear include Spain, Italy, China, Israel, and Finland.

Here are the current ten largest holdings in the VanEck MSCI International Value ETF, as well as their respective weighting in the VLUE portfolio:

1. Micron Technology Inc (NASDAQ: MU)
2. Cisco Systems Inc (NASDAQ: CSCO)
3. Intel Corp (NASDAQ: INTC)
4. Verizon Communications Inc (NYSE: VZ)
5. Toyota Motor Corp (TYO: 7203)
6. AT&T Inc (NYSE: T)
7. Qualcomm Inc (NASDAQ: QCOM)
8. Comcast Corp (NASDAQ: CMCSA)
9. Merck & Co Inc (NYSE: MRK)
10. Mitsui & Co Ltd (TYO: 8031)

Let’s talk performance, though.

The VanEck MSCI International Value ETF began ASX life in March 2021. Since then, VLUE units have returned an average of 14.53% per annum. That stretches to 19.64% per annum over the past three years. That’s pretty good, although not quite up to the 21.05% per annum that the broader US-based iShares S&P 500 ETF (ASX: IVV) has returned over the same period (although the Magnificent 7 has helped that mightily).

The VanEck MSCI International Value ETF charges a management fee of 0.4% per annum.

The post Invested in the VanEck MSCI International Value ETF (VLUE)? Here are the stocks you own appeared first on The Motley Fool Australia.

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Motley Fool contributor Sebastian Bowen has no position in any of the stocks mentioned. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has positions in and has recommended Cisco Systems, Intel, Micron Technology, Qualcomm, and iShares S&P 500 ETF. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has recommended Comcast and Verizon Communications. The Motley Fool Australia has recommended iShares S&P 500 ETF. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

The mining sector is booming right now and one ASX technology stock stands to benefit greatly.

That stock is Chrysos Corporation Ltd (ASX: C79), which provides novel assay services to the global mining industry through its proprietary PhotonAssay technology.

PhotonAssay can be used to detect a wide range of elements, but the technology has been particularly effective for assaying gold and is currently being rolled‑out across the gold mining industry.

Bell Potter is a big fan of the company and is recommending the stock to clients following its half-year results release this month.

What is the broker saying?

The broker notes that the ASX mining technology stock delivered a half-year result that was ahead of expectations thanks to higher PhotonAssay fleet utilisation. It said:

Total revenue was $43.3m (BPe $41.7m), up 49% YoY, with MMAP of $31.5m (BPe $32.6m), up 22% YoY, and AAC of $11.7m (BPe $9.1m), up 261% YoY. MMAP growth was driven by an expansion in the installed base. The significant uptick in AAC was due to higher PhotonAssay fleet utilisation as rising global exploration activity drove greater samples processed. Four additional units were deployed during the half, taking total units installed and operational to 43. GM was 76.3% (BPe 78.0%), up from 72.9% in the PcP.

EBITDA of $14.4m (BPe $13.2m) was up 152%, with margins improving to 33.1% (BPe 31.6%), up from 19.5% in the PcP, reflecting operating leverage and greater AAC. Underlying NPAT was $0.7m (BPe $1.8m), up from a $2.6m loss in the PcP.

Guidance upgrade

Bell Potter was also pleased to see that management has upgraded its guidance for the full year. It adds:

A soft upgrade was delivered: Revenue is now tracking towards the top-end of the $80-90m range (BPe $90.8m old); and EBITDA is now tracking towards the top-end of the $20-27m range (BPe $29.6m old). We see guidance as conservative due to: 1) an acceleration in deployment cadence in 2H FY26 given the significant expansion in the backlog following the 14 new lease agreements secured in FY26TD; and 2) strong ongoing momentum in exploration activity enhancing the outlook for AAC generation.

Strong potential returns

According to the note, the broker has retained its buy rating and $9.40 price target on the ASX mining technology stock.

Based on its current share price of $7.93, this implies potential upside of 19% for investors over the next 12 months.

Commenting on its buy recommendation, the broker concludes:

We are encouraged by the 14 lease agreements signed in FY26TD, expanding on existing relationships and securing contracts with new prospective clients. Together, with the landmark Newmont MSA, the increased contract award momentum signals an acceleration in PhotonAssay adoption, which is a key tenet to our Buy thesis.

The post Here’s an exciting ASX mining technology stock to buy appeared first on The Motley Fool Australia.

More reading

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• HUB24 delivers 1HFY26 earnings and raises FY27 growth target
• Transurban posts higher 1H26 profit and revenue as key projects open
• Invested in the VanEck MSCI International Value ETF (VLUE)? Here are the stocks you own
• Telstra lifts earnings and dividend, expands buy-back for 1H26

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 positions in and has recommended Chrysos. The Motley Fool Australia has positions in and has recommended Chrysos. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.