Highlights:

  • AMA Group Limited maintains FY26 EBITDA guidance of $70m–$75m
  • Operational improvements across key segments driving margin recovery
  • Capital management focus with planned share buyback amid market volatility

Overview:

AMA Group Limited (ASX:AMA) reported steady operational progress for the third quarter of FY26, supported by improvements across multiple business segments. Quarterly normalised EBITDA came in at $17.9 million, while year-to-date earnings rose to $48.4 million, reflecting gradual recovery despite some margin pressure earlier in the year. Strong contributions from Capital SMART, improved performance in specialist services, and continued momentum in parts operations helped offset softer margins in collision repair.

The company reiterated its full-year guidance, assuming repair volumes remain stable and are not materially impacted by geopolitical developments. AMA remains focused on enhancing efficiency, managing costs, and investing in capability to support sustainable earnings growth through the remainder of FY26.

How Are Key Segments Driving Performance?

AMA Group Limited saw consistent performance across its divisions, with Capital SMART delivering stable margins and steady earnings. The AMA Collision segment recorded revenue growth, supported by improved operational processes aimed at boosting margins in upcoming quarters. Specialist businesses, including ADAS and prestige repairs, showed notable EBITDA improvement, while ACM Parts continued to generate positive earnings through strong demand and supply chain efficiencies.

What Is Supporting FY26 Outlook and Strategy?

AMA Group has reaffirmed its FY26 EBITDA guidance of $70m–$75m, reflecting confidence in continued operational improvements and stronger performance in the final quarter. The company is focusing on cost discipline, efficiency gains, and investments in technology to enhance productivity. Additionally, a planned share buyback highlights a proactive capital management approach, supported by a stable balance sheet. However, the outlook remains dependent on stable repair volumes and limited disruption from geopolitical factors.