DGL Group Limited · ASX:DGL
DGL — Shareholder Meeting (November 2026)
10 slides from DGL's shareholder meeting presentation, Nov 10, 2026
Slide 1: Annual General Meeting CEO Address
ANNUAL GENERAL For personal use only MEETING CEO ADDRESS 10 November 2026
Slide 2: Important Notice
DGL GROUP ANNUAL GENERAL MEETING IMPORTANT NOTICE For personal use only This presentation is provided for general information purposes only and background This presentation may contain forward-looking statements, guidance, forecasts, information on DGL Group Limited (“DGL”), its subsidiaries (“DGL G
Slide 3: FY26 Financial Performance
DGL GROUP ANNUAL GENERAL MEETING CEO ADDRESS FY26 FINANCIAL PERFORMANCE 1 For personal use only FY26 REVENUE FY26 CASH FLOW FROM OPERATIONS FY26 OPERATING CASH CONVERSION 2 $457.9m $15.8m 100% FY25 $481.2m, -4.8% vs pcp FY25 $44.7m, -64.7% vs pcp FY25 110%, -10% vs pcp FY26 UNDERLYING EBITDA FY26 UN
Slide 4: Key Drivers in FY26
DGL GROUP ANNUAL GENERAL MEETING CEO ADDRESS KEY DRIVERS IN FY26 For personal use only A challenging year • Manufacturing and logistics revenue increased. Environmental revenue fell significantly, primarily because the for DGL Victorian battery recycling facility closed in late FY25 and was sold in
Slide 5: Actions to Address Performance
DGL GROUP ANNUAL GENERAL MEETING CEO ADDRESS ACTIONS TO ADDRESS PERFORMANCE For personal use only Lead recycling • Sale of lead recycling operations at Laverton, Victoria, with significant cost reductions at Unanderra, New South Wales Growth initiatives • Expansion of manufacturing capacity in crop
Slide 6: DGL's Business
DGL GROUP ANNUAL GENERAL MEETING CEO ADDRESS DGL’S BUSINESS For personal use only Manufacturing Logistics Environmental Key Industries Services Warehousing Transport Services • Crop Protection • Formulation • Classed • Road Freight • Waste Removal • Mining • Toll Blending Dangerous (intra and • Liqu
Slide 7: Divisional Performance
DGL GROUP ANNUAL GENERAL MEETING CEO ADDRESS DIVISIONAL PERFORMANCE For personal use only Manufacturing Revenue ($m) Logistics Revenue ($m) Environmental Revenue ($m) 400 200 120 97.7 151.8 268.7 276.5 141.3 300 256.9 150 90 110.5 71.5 200 100 60 29.6 100 50 30 0 0 0 FY24 FY25 FY26 FY24 FY25 FY26 FY
Slide 8: DGL Business Strategy
DGL GROUP ANNUAL GENERAL MEETING CEO ADDRESS DGL BUSINESS STRATEGY For personal use only PURPOSE Supplying chemical logistics and services to essential industries in Australia, New Zealand and beyond. FOCUS Regulated chemical markets in Australia and New Zealand, where licenses and accreditations ar
Slide 9: Divisional Trading Update
DGL GROUP ANNUAL GENERAL MEETING CEO ADDRESS DIVISIONAL TRADING UPDATE For personal use only Manufacturing Logistics Environmental • Middle East volatility continues to affect • Additional warehouse capacity in NSW, SA, • Work to improve efficiency and reduce Automotive, particularly solvent prices.
Slide 10: Outlook
DGL GROUP ANNUAL GENERAL MEETING CEO ADDRESS OUTLOOK For personal use only Trading Update & Outlook for FY27 • Trading in the first three months of FY27 showed a material improvement in earnings before interest and tax (EBIT) compared with the same period in FY26. • FY26 investments and operational