IVE Group reported a 1.8% year-over-year decline in revenue to A$937.4 million for the fiscal year ended June 30, 2026, as catalog revenue softened. The company offset the decline with A$32.3 million in incremental revenue from recent acquisitions, including Impressu and Daily Press.
Gross profit margin expanded by 210 basis points to 51.4%, while post-AASB 16 EBITDA rose 6.6% to A$145.8 million. EBITDA margin increased to 15.6% from 14.3%, and net profit after tax grew 3.0% to A$52.5 million. Earnings per share rose 3.7% to 34.2 cents.
IVE Group declared a fully franked final dividend of 9.0 cents per share, up 5.9% from 8.5 cents in FY25, bringing the full-year dividend to 18.5 cents. The payout ratio was 55.3%. Cash conversion stood at 93.6% of EBITDA, down from 101.9% in the prior year.
Net debt increased to A$173.2 million from A$114.4 million, with net debt to EBITDA at 1.19x on a post-AASB 16 basis. The company raised its senior debt facility by A$80 million to A$330 million in December 2025, leaving A$109 million undrawn. Total assets rose to A$913.8 million, and net assets increased to A$217.9 million.
Operational highlights included the Kemps Creek supersite in Sydney, a 42,000-square-meter facility consolidating five business units, expected to save A$3.1 million annually in rental costs. The Dandenong South 3PL facility, operational since July 2025, operates at 85% capacity with a 33,000-square-meter footprint.
IVE Group’s Lasoo retail media platform grew to 362 live retailers, 5.2 million unique users, and A$25 million in gross transaction value, up 42% year-over-year. The Indy AI platform serves 590 clients with 1,500 active users, generating recurring revenue through monthly retainers.
The company maintained its 2030 ambition framework, targeting revenue of A$1.2–1.3 billion, EBITDA margins above 15%, and annual EPS growth of 3–5%.
IVE Group’s shares fell 5.12% to A$2.78 following the announcement, within a 52-week range of A$2.42 to A$3.19.
