External broker reports(aggregated public sources), Moelis Australia Ltd

MA Moelis Australia

External broker reports(aggregated public sources)

Moelis Australia Ltd

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Equity Bottom-Up

<ul><li>1H25 result demonstrated top line growth though margin was impacted by cost growth; 1H25 revenue and EBITDA were $287.9m and $47.9m, up 4.1% and 0.4%, respectively.</li><li>The company reported underlying EBIT of $15.6m (-14.3% vs pcp) and underlying NPAT at $2.4m (-68.4% vs pcp) which were impacted by $1.8m of non-recurring items.</li><li>No interim dividend was declared in respect of 1H25</li></ul><p><em>Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.</em></p>

1H25 result demonstrated top line growth though margin was impacted by cost growth; 1H25 revenue and EBITDA were $287.9m and $47.9m, up 4.1% and 0.4%, respectively.The company reported underlying EBIT of $15.6m (-14.3% vs pcp) and underlying NPAT at $2.4m (-68.4% vs pcp) which were impacted by $1.8m of non-recurring items.No interim dividend was declared in respect of 1H25Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Silk Logistics Holding Ltd - Challenging Market Conditions

<div><ul><li>Silk Logistics Holdings Limited (SLH) has entered into a binding Scheme Implementation Deed (SID) with DP World Australia Limited (DP World) for the proposed acquisition of 100% of the shares in SLH.</li><li>SLH shareholders will receive $2.14/share, less any dividends declared prior to the Scheme implementation.</li><li>The offer values SLH equity at approximately $174.5m and represents a significant premium to recent trading. </li></ul></div><p><em>Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.</em></p>

Silk Logistics Holdings Limited (SLH) has entered into a binding Scheme Implementation Deed (SID) with DP World Australia Limited (DP World) for the proposed acquisition of 100% of the shares in SLH.SLH shareholders will receive $2.14/share, less any dividends declared prior to the Scheme implementation.The offer values SLH equity at approximately $174.5m and represents a significant premium to recent trading. Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Silk Logistics Holding Ltd - DP World Make Cash Offer of $2.14/Share

<ul><li>Revenue and EBITDA ahead of MAe, though FY24 underlying NPAT of $11.5m was behind MAe due to higher depreciation and interest charges.</li><li>Revenue growth was assisted by ten- month contribution from the Secon acquisition, and accounted for almost all of the top line growth in FY24, while trading conditions particularly impacted Contract Logistics.</li><li>Underlying EBITDA margin of 17.2% was broadly maintained by strong operational focus and execution. </li></ul><p><em>Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.</em></p>

Revenue and EBITDA ahead of MAe, though FY24 underlying NPAT of $11.5m was behind MAe due to higher depreciation and interest charges.Revenue growth was assisted by ten- month contribution from the Secon acquisition, and accounted for almost all of the top line growth in FY24, while trading conditions particularly impacted Contract Logistics.Underlying EBITDA margin of 17.2% was broadly maintained by strong operational focus and execution. Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Silk Logistics Holding Ltd - Focus on Organic Growth in FY25

<div><div><div><div><ul><li>Challenging environment persists: in a review of recent peer trading updates we note disrupted freight flows and volumes in 2H trading, which have impacted operational efficiency and utilisation (LAU, not covered).</li><li>2H trading has also been impacted by lower horticultural volumes in seasonal products, caused by significant wet weather, though this appears to be limited to North Queensland.</li><li>Peer commentary has also noted no rebound in volumes post Easter trading, which has been affected by soft demand and adverse weather. </li></ul></div></div></div></div><p><em>Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.</em></p>

Challenging environment persists: in a review of recent peer trading updates we note disrupted freight flows and volumes in 2H trading, which have impacted operational efficiency and utilisation (LAU, not covered).2H trading has also been impacted by lower horticultural volumes in seasonal products, caused by significant wet weather, though this appears to be limited to North Queensland.Peer commentary has also noted no rebound in volumes post Easter trading, which has been affected by soft demand and adverse weather. Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Silk Logistics Holding Ltd - FY24 Result Preview

<ul><li>Resilient result in challenging environment. Revenue and EBITDA ahead of MAe, though higher depreciation charges led to 1H24 NPAT of $7.6m, -14% vs MAe.</li><li>Better than expected 1H24 revenue of $276.5m, +9% vs pcp, +3% vs MAe and EBITDA of $47.7m +8% vs pcp, +4% vs MAe.</li><li>Revenue growth was assisted by the Secon acquisition, which partially offset tough conditions in both Port and Contract Logistics. </li></ul><p><em>Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.</em></p>

Resilient result in challenging environment. Revenue and EBITDA ahead of MAe, though higher depreciation charges led to 1H24 NPAT of $7.6m, -14% vs MAe.Better than expected 1H24 revenue of $276.5m, +9% vs pcp, +3% vs MAe and EBITDA of $47.7m +8% vs pcp, +4% vs MAe.Revenue growth was assisted by the Secon acquisition, which partially offset tough conditions in both Port and Contract Logistics. Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Silk Logistics Holding Ltd - Controlling What They Can in Tough Conditions

Australia

Silk Logistics Holdings Limited operates as a holding company. The Company, through its subsidiaries, provides port logistics, warehousing, and distribution services for FMCG, retail, light industrial, food, and dairy sectors. Silk Logistics Holdings serves customers in Australia.

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Silk Logistics (SLH AU)

Silk Logistics Holding Ltd - Challenging Market Conditions

1H25 result demonstrated top line growth though margin was impacted by cost growth; 1H25 revenue and EBITDA were $287.9m and $47.9m, up 4.1% and...

MA Moelis Australia

Silk Logistics Holding Ltd - Focus on Organic Growth in FY25

Revenue and EBITDA ahead of MAe, though FY24 underlying NPAT of $11.5m was behind MAe due to higher depreciation and interest charges.

MA Moelis Australia

Silk Logistics Holding Ltd - FY24 Result Preview

In a review of recent peer trading updates we note disrupted freight flows and volumes in 2H trading, which have impacted operational efficiency...

MA Moelis Australia

Silk Logistics Holding Ltd - Controlling What They Can in Tough Conditions

Resilient result in challenging environment. Revenue and EBITDA ahead of MAe, though higher depreciation charges led to 1H24 NPAT of $7.6m, -14% vs...

MA Moelis Australia

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Silk Logistics Holding Ltd - Challenging Market Conditions

1H25 result demonstrated top line growth though margin was impacted by cost growth; 1H25 revenue and EBITDA were $287.9m and $47.9m, up 4.1% and...

MA Moelis Australia

Silk Logistics Holding Ltd - DP World Make Cash Offer of $2.14/Share

Silk Logistics Holdings Limited (SLH) has entered into a binding Scheme Implementation Deed (SID) with DP World Australia Limited (DP World) for...

MA Moelis Australia

Silk Logistics Holding Ltd - Focus on Organic Growth in FY25

Revenue and EBITDA ahead of MAe, though FY24 underlying NPAT of $11.5m was behind MAe due to higher depreciation and interest charges.

MA Moelis Australia

Silk Logistics Holding Ltd - FY24 Result Preview

In a review of recent peer trading updates we note disrupted freight flows and volumes in 2H trading, which have impacted operational efficiency...

MA Moelis Australia

Silk Logistics Holding Ltd - Controlling What They Can in Tough Conditions

Resilient result in challenging environment. Revenue and EBITDA ahead of MAe, though higher depreciation charges led to 1H24 NPAT of $7.6m, -14% vs...

MA Moelis Australia