Ryan Stokes
Managing Director and Chief Executive Officer, SGH
Replay available
SMART Global Holdings, Inc. (SGH) Q1 2025 Earnings Call
SMART Global Holdings, Inc. (NASDAQ: SGH) Q1 2025 earnings conference call, held 2025-08-11. Replay captured from the company's public earnings webcast.
Hosted by
Featured presenters
Richard Richards
Chief Financial Officer, SGH
Niraj Shah
Analyst, Goldman Sachs
Peter Stein
Analyst, Macquarie
Ramon Lazar
Analyst, Jefferies
Shoria Vison
Analyst, Bank of America
Brooke Campbell Crawford
Analyst, Baron Asset Management
Lee Power
Analyst, JP Morgan
Investor webinar replay
Watch the replay and follow the connected company analysis, news, and investor updates for Penguin Solutions, Inc..
Replay transcript excerpt
WEBVTT 00:00:00.098 -- 00:00:06.345 Good morning and welcome to the SGH results presentation for the year ended 30 June 2025. 00:00:06.345 -- 00:00:12.653 I'm Ryan Stokes, MD and CEO of SGH and joining me today is our CFO Richard Richards. 00:00:12.653 -- 00:00:14.375 Slide two. 00:00:14.375 -- 00:00:19.301 SGH is a leading Australian diversified operating business focused on industrial services 00:00:19.301 -- 00:00:24.127 and energy. Our model is centred on owning and operating leading businesses, scale and 00:00:24.127 -- 00:00:30.541 privileged assets where we can drive results and support the delivery of our performance. 00:00:30.541 -- 00:00:35.507 Our performance is guided by the SGH way, which brings together our discipline operating 00:00:35.507 -- 00:00:38.730 model and capital allocation framework. 00:00:38.730 -- 00:00:44.156 This approach emphasizes focus, execution, and accountability, with the end objective 00:00:44.156 -- 00:00:48.962 being TSR outperformance and sustainable value creation. 00:00:48.962 -- 00:00:53.827 We target sectors with long-duration demand tailwinds, with current exposures across 00:00:53.827 -- 00:00:58.673 mining production, infrastructure and construction, and energy through Westrac, Boral, 00:00:58.673 -- 00:01:04.121 Coates, and Beach Energy. This strategy, coupled with our disciplined execution, supported 00:01:04.121 -- 00:01:09.685 our 46% TSR performance in FY25. Slide 00:01:10.368 -- 00:01:12.368 three. 00:01:12.691 -- 00:01:18.037 FGH delivered a strong FY25 result with revenue and earnings growth in variable 00:01:18.037 -- 00:01:23.123 market conditions. Revenue of 10.7 billion was up 1% on 00:01:23.123 -- 00:01:28.249 higher revenue at Westrack. EBIT of 1.54 billion was up 8% 00:01:28.249 -- 00:01:32.255 and in lin...