Board Change • Dec 24
Less than half of directors are independent Following the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 3 non-independent directors. Independent Non-Executive Director David Buckingham was the last independent director to join the board, commencing their role in 2025. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model. Annonce • Oct 22
Macquarie Technology Group Limited, Annual General Meeting, Nov 21, 2025 Macquarie Technology Group Limited, Annual General Meeting, Nov 21, 2025. Location: at level 15, 2 market street, sydney nsw 200 Australia Annonce • Sep 19
Macquarie Technology Group Limited Appoints David Buckingham as Independent Non- Executive Director, Effective 24 September 2025 Macquarie Technology Group Limited announced that David Buckingham will join the Company's board from 24 September 2025 as an Independent Non- Executive Director. David will bring more than 30 years' experience to the company as a corporate leader in telecommunications, media and technology. He is currently a Chair and Non-Executive Director of a portfolio of small listed and private technology companies including Pentanet, Hiremii, Way2VAT and Hyprfire. He is also Chair of the Perth Wildcats and a Non-Executive Director of Football West. David Buckingham holds a Bachelor of Technology (Hons) from the Loughborough University of Technology in the UK and is a qualified ACA Chartered Accountant and a member of the Australian Institute of Company Directors. Reported Earnings • Aug 28
Full year 2025 earnings released: EPS: AU$1.35 (vs AU$1.35 in FY 2024) Full year 2025 results: EPS: AU$1.35 (up from AU$1.35 in FY 2024). Revenue: AU$369.6m (up 1.7% from FY 2024). Net income: AU$34.9m (up 5.6% from FY 2024). Profit margin: 9.4% (up from 9.1% in FY 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 5.3% p.a. on average during the next 3 years, compared to a 17% growth forecast for the IT industry in Australia. Over the last 3 years on average, earnings per share has increased by 36% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings. Board Change • Aug 18
Less than half of directors are independent Following the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 3 non-independent directors. Independent Non-executive Director Lisa Brock was the last independent director to join the board, commencing their role in 2023. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model. Board Change • Feb 04
Less than half of directors are independent Following the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 3 non-independent directors. Independent Non-executive Director Lisa Brock was the last independent director to join the board, commencing their role in 2023. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model. Board Change • Jan 09
Less than half of directors are independent Following the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 3 non-independent directors. Independent Non-executive Director Lisa Brock was the last independent director to join the board, commencing their role in 2023. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model. Annonce • Oct 29
Macquarie Technology Group Limited, Annual General Meeting, Nov 29, 2024 Macquarie Technology Group Limited, Annual General Meeting, Nov 29, 2024. Location: at its offices at level 15, 2 market street sydney 2000., Australia Reported Earnings • Aug 29
Full year 2024 earnings released: EPS: AU$1.35 (vs AU$0.82 in FY 2023) Full year 2024 results: EPS: AU$1.35 (up from AU$0.82 in FY 2023). Revenue: AU$363.3m (up 5.3% from FY 2023). Net income: AU$33.0m (up 87% from FY 2023). Profit margin: 9.1% (up from 5.1% in FY 2023). Revenue is forecast to grow 8.8% p.a. on average during the next 3 years, compared to a 15% growth forecast for the IT industry in Australia. Over the last 3 years on average, earnings per share has increased by 39% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth. Reported Earnings • Feb 29
First half 2024 earnings released First half 2024 results: Revenue: AU$181.3m (up 5.1% from 1H 2023). Net income: AU$14.8m (up 73% from 1H 2023). Profit margin: 8.2% (up from 4.9% in 1H 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 8.2% p.a. on average during the next 3 years, compared to a 14% growth forecast for the IT industry in Australia. Annonce • Oct 30
Macquarie Technology Group Limited, Annual General Meeting, Nov 30, 2023 Macquarie Technology Group Limited, Annual General Meeting, Nov 30, 2023, at 09:00 AUS Eastern Standard Time. Location: Level 15, 2 Market Street, Sydney Nsw 2000 Australia Agenda: To consider Financial Statements and Reports; to consider Remuneration Report; to consider Re-Election of director: Mr Aidan Tudehope; to consider Election of director: Ms Lisa Brock; to consider Non- Executive Directors Increase in Aggregate Fee Cap. Reported Earnings • Aug 24
Full year 2023 earnings released: EPS: AU$0.82 (vs AU$0.39 in FY 2022) Full year 2023 results: EPS: AU$0.82 (up from AU$0.39 in FY 2022). Revenue: AU$345.1m (up 12% from FY 2022). Net income: AU$17.7m (up 109% from FY 2022). Profit margin: 5.1% (up from 2.7% in FY 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 9.1% p.a. on average during the next 3 years, compared to a 15% growth forecast for the IT industry in Australia. Over the last 3 years on average, earnings per share has increased by 2% per year but the company’s share price has increased by 15% per year, which means it is tracking significantly ahead of earnings growth. New Risk • Jun 22
New minor risk - Shareholder dilution The company's shareholders have been diluted in the past year. Increase in shares outstanding: 13% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (2.7x net interest cover). Minor Risk Shareholders have been diluted in the past year (13% increase in shares outstanding). Annonce • Jun 14
Macquarie Technology Group Limited has completed a Follow-on Equity Offering in the amount of AUD 160.000016 million. Macquarie Technology Group Limited has completed a Follow-on Equity Offering in the amount of AUD 160.000016 million.
Security Name: Ordinary Shares
Security Type: Common Stock
Securities Offered: 2,735,043
Price\Range: AUD 58.5
Discount Per Security: AUD 1.4625
Transaction Features: Subsequent Direct Listing Recent Insider Transactions • Feb 28
Independent Non-executive Director recently bought AU$63k worth of stock On the 27th of February, Lisa Brock bought around 1k shares on-market at roughly AU$57.28 per share. This trade did not impact their existing holding. In the last 3 months, there was an even bigger purchase from another insider worth AU$200k. Insiders have collectively bought AU$312k more in shares than they have sold in the last 12 months. Reported Earnings • Feb 22
First half 2023 earnings released: EPS: AU$0.40 (vs AU$0.17 in 1H 2022) First half 2023 results: EPS: AU$0.40 (up from AU$0.17 in 1H 2022). Revenue: AU$172.5m (up 16% from 1H 2022). Net income: AU$8.54m (up 133% from 1H 2022). Profit margin: 4.9% (up from 2.5% in 1H 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 3.6% growth forecast for the Telecom industry in Australia. Over the last 3 years on average, earnings per share has fallen by 14% per year but the company’s share price has increased by 24% per year, which means it is well ahead of earnings. Recent Insider Transactions • Dec 21
Chairman recently bought AU$200k worth of stock On the 16th of December, Peter Richard James bought around 3k shares on-market at roughly AU$59.22 per share. This transaction amounted to 18% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. This was Peter Richard's only on-market trade for the last 12 months. Board Change • Nov 16
Less than half of directors are independent No new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 1 experienced director. 4 highly experienced directors. 2 independent directors (3 non-independent directors). Independent Non-executive Director Adelle Howse was the last independent director to join the board, commencing their role in 2019. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment. Reported Earnings • Aug 26
Full year 2022 earnings released: EPS: AU$0.39 (vs AU$0.59 in FY 2021) Full year 2022 results: EPS: AU$0.39 (down from AU$0.59 in FY 2021). Revenue: AU$309.3m (up 8.5% from FY 2021). Net income: AU$8.46m (down 33% from FY 2021). Profit margin: 2.7% (down from 4.4% in FY 2021). The decrease in margin was driven by higher expenses. Over the next year, revenue is forecast to grow 15%, compared to a 9.5% growth forecast for the Telecom industry in Australia. Over the last 3 years on average, earnings per share has fallen by 21% per year but the company’s share price has increased by 49% per year, which means it is well ahead of earnings. Board Change • Jul 13
Less than half of directors are independent Following the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 3 non-independent directors. Independent Non-executive Director Adelle Howse was the last independent director to join the board, commencing their role in 2019. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model. Reported Earnings • Feb 23
First half 2022 earnings: Revenues and EPS in line with analyst expectations First half 2022 results: EPS: AU$0.17 (down from AU$0.33 in 1H 2021). Revenue: AU$149.3m (up 4.0% from 1H 2021). Net income: AU$3.67m (down 48% from 1H 2021). Profit margin: 2.5% (down from 4.9% in 1H 2021). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Over the next year, revenue is forecast to grow 16%, compared to a 8.2% growth forecast for the industry in Australia. Over the last 3 years on average, earnings per share has fallen by 17% per year but the company’s share price has increased by 46% per year, which means it is well ahead of earnings. Recent Insider Transactions • Sep 03
Co-Founder recently sold AU$50m worth of stock On the 31st of August, David Tudehope sold around 657k shares on-market at roughly AU$75.50 per share. This was the largest sale by an insider in the last 3 months. This was David's only on-market trade for the last 12 months. Reported Earnings • Aug 26
Full year 2021 earnings released: EPS AU$0.59 (vs AU$0.64 in FY 2020) The company reported a soft full year result with weaker earnings and profit margins, although revenues improved. Full year 2021 results: Revenue: AU$285.1m (up 7.1% from FY 2020). Net income: AU$12.5m (down 7.4% from FY 2020). Profit margin: 4.4% (down from 5.1% in FY 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 12% per year but the company’s share price has increased by 47% per year, which means it is well ahead of earnings. Is New 90 Day High Low • Mar 02
New 90-day low: AU$48.99 The company is down 1.0% from its price of AU$49.69 on 02 December 2020. The Australian market is up 4.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Telecom industry, which is up 1.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is AU$220 per share. Analyst Estimate Surprise Post Earnings • Feb 25
Revenue beats expectations Revenue exceeded analyst estimates by 1.6%. Over the next year, revenue is forecast to grow 9.8%, compared to a 22% growth forecast for the Telecom industry in Australia. Reported Earnings • Feb 25
First half 2021 earnings released: EPS AU$0.33 (vs AU$0.31 in 1H 2020) The company reported a solid first half result with improved earnings and revenues, although profit margins were weaker. First half 2021 results: Revenue: AU$143.6m (up 8.8% from 1H 2020). Net income: AU$7.04m (up 5.4% from 1H 2020). Profit margin: 4.9% (down from 5.1% in 1H 2020). The decrease in margin was driven by higher expenses. Is New 90 Day High Low • Nov 13
New 90-day high: AU$51.08 The company is up 13% from its price of AU$45.15 on 12 August 2020. The Australian market is up 5.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Telecom industry, which is up 1.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is AU$181 per share. Is New 90 Day High Low • Oct 06
New 90-day high: AU$47.51 The company is up 3.0% from its price of AU$46.00 on 08 July 2020. The Australian market is up 1.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Telecom industry, which is down 14% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is AU$2.76 per share.