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Briefing

Earnings Hit

EBOS Group downgrades FY26 guidance on rising fuel and consumables costs

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The news: Healthcare products distributor Ebos Group has reduced its FY26 earnings guidance due to cost increases driven by the conflict in the Middle East.

The numbers: Ebos now expects FY26 underlying EBITDA of $610 million to $620 million, compared with prior guidance of $615 million to $635 million.

The context: The group said its earnings will be impacted by a higher price of fuel and hydrocarbon-related consumable products, such as plastic wrapping and polystyrene foam.

This has resulted in higher direct transport, consumables and logistics costs across the group’s operations, it said, particularly within its more distribution intensive businesses.

Ebos said underlying demand across the group “remains stable”, but the pace and extent of fuel and consumables cost increases during the second half of FY26 have exceeded its previous assumptions.

The source: ASX


By Hugo Mathers