Reported Earnings • 16h
First half 2026 earnings released: AU$0.002 loss per share (vs AU$0.021 loss in 1H 2025) First half 2026 results: AU$0.002 loss per share (improved from AU$0.021 loss in 1H 2025). Revenue: AU$340.9m (up 1.4% from 1H 2025). Net loss: AU$1.23m (loss narrowed 89% from 1H 2025). Revenue is forecast to grow 4.7% p.a. on average during the next 3 years, compared to a 5.8% growth forecast for the Media industry in Germany. 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 5% per year, which means it is well ahead of earnings. Declared Dividend • Aug 12
Final dividend of AU$0.02 announced Shareholders will receive a dividend of AU$0.02. Ex-date: 26th August 2026 Payment date: 17th September 2026 Dividend yield will be 4.6%, which is lower than the industry average of 5.1%. Sustainability & Growth Dividend is not covered by earnings (198% earnings payout ratio). However, it is well covered by cash flows (18% cash payout ratio). The dividend has increased by an average of 1.1% per year over the past 10 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to grow by 120% to bring the payout ratio under control. EPS is expected to grow by 68% over the next 3 years, which means the dividend may need to be reduced to reach a sustainable payout ratio. Announcement • Aug 10
oOh!media Limited to Report First Half, 2026 Results on Aug 17, 2026 oOh!media Limited announced that they will report first half, 2026 results on Aug 17, 2026 Announcement • Jun 17
Oaktree Capital Management, L.P. proposed to acquire oOh!media Limited (ASX:OML) for approximately AUD 860 million. Oaktree Capital Management, L.P. proposed to acquire oOh!media Limited (ASX:OML) for approximately AUD 860 million on June 15, 2026. A cash consideration of AUD 862.05 million will be paid by Oaktree Capital Management, L.P. As part of consideration AUD1.6 per share is paid towards performance rights rights.
The transaction is subject to consummation of due diligence investigation.
Having considered all proposals in conjunction with its advisers, the Board intends to provide further due diligence access to those parties, which is expected to take up to six weeks. There is no certainty that any proposal will result in a binding offer or that any transaction will eventuate, and oOh! will continue to update the market in accordance with its continuous disclosure obligations. Announcement • Jun 09
Bain Capital, LP and other financial sponsors proposed to acquire oOh!media Limited (ASX:OML). Bain Capital, LP and other financial sponsors proposed to acquire oOh!media Limited (ASX:OML) on June 9, 2026. The offer is consistent with the terms of the I Squared Capital proposal. Announcement • May 12
I Squared Capital Advisors, LLC cancelled the acquisition of oOh!media Limited (ASX:OML) for approximately AUD 780 million. I Squared Capital Advisors, LLC submitted a unsolicited, conditional non binding indicative offer to acquire oOh!media Limited (ASX:OML) for approximately AUD 780 million on May 11, 2026. Under the terms of the acquisition, I Squared Capital Advisors, LLC will pay AUD 1.45 in cash per share. In a related transaction, Pacific Equity Partners Pty Limited entered into unsolicited, non-binding indicative offer to acquire oOh!media Limited.
The transaction is subject to satisfaction of certain conditions, including the satisfactory completion of due diligence by ISQ and entry into binding transaction documentation on acceptable terms. The Board of Directors of oOh!media Limited has considered the proposals in conjunction with its advisers and has unanimously determined that the proposal adequately reflects the intrinsic value of oOh!media Limited and has rejected the proposal. The board of directors does not intends to recommend the offer to its shareholders. However, the Board has determined that, subject to the entry into satisfactory non-disclosure agreements, it is prepared to provide Pacific Equity Partners and I Squared Capital Advisors, LLC with access to a limited amount of due diligence information to enable each party to assess whether it is able to put forward a revised proposal that may be capable of the Board’s recommendation. Engagement with each of PEP and ISQ is preliminary in nature, and there is no certainty that either indicative proposal will result in a revised proposal, or that any such revised proposal (or any other proposal the Group may receive) would be recommended by the Board. The Board will continue to update the market in accordance with its continuous disclosure obligations. oOh!media Limited has also decided to pause its on-market share buyback program.
I Squared Capital Advisors, LLC cancelled the acquisition of oOh!media Limited (ASX:OML) on May 11, 2026. Announcement • May 11
Pacific Equity Partners Pty Limited cancelled the acquisition of oOh!media Limited (ASX:OML). Pacific Equity Partners Pty Limited entered into unsolicited, non-binding indicative offer to acquire oOh!media Limited (ASX:OML) for approximately AUD 750 million on April 29, 2026. A cash consideration of AUD 1.4 per share will be paid by Pacific Equity Partners Pty Limited. PEP has stated that the terms of the Proposal may be adjusted to take into account the impact of any further buyback, dividends, distributions, changes in the final share capital of oOh!
The transaction is subject to satisfactory completion of due diligence by Pacific Equity Partners, unanimous recommendation of the Proposal by the oOh! Board and a statement that each oOh! Board member will vote all the oOh! shares they own or control in favour of the Proposal, final approval of Pacific Equity Partners' Investment Committee to enter into any scheme implementation deed, entry into a binding SID on acceptable terms and receipt of approvals from the Foreign Investment Review Board and the Overseas Investment Office. The oOh! Board recommends that shareholders take no action in relation to the proposal at this time.
UBS Securities Australia Limited has been appointed financial adviser and Mallesons as legal adviser to assist the Board of oOh!media Limited to evaluate and respond to the proposal.
Pacific Equity Partners Pty Limited cancelled the acquisition of oOh!media Limited (ASX:OML) on May 11, 2026. In a related transaction, I Squared Capital Advisors, LLC submitted a unsolicited, conditional non binding indicative offer to acquire oOh!media Limited. The Board of Directors of oOh!media Limited has considered the proposals in conjunction with its advisers and has unanimously determined that the proposal adequately reflects the intrinsic value of oOh!media Limited and has rejected the proposal. The board of directors does not intends to recommend the offer to its shareholders. However, the Board has determined that, subject to the entry into satisfactory non-disclosure agreements, it is prepared to provide Pacific Equity Partners and I Squared Capital Advisors, LLC with access to a limited amount of due diligence information to enable each party to assess whether it is able to put forward a revised proposal that may be capable of the Board’s recommendation. Engagement with each of PEP and ISQ is preliminary in nature, and there is no certainty that either indicative proposal will result in a revised proposal, or that any such revised proposal (or any other proposal the Group may receive) would be recommended by the Board. The Board will continue to update the market in accordance with its continuous disclosure obligations. oOh!media Limited has also decided to pause its on-market share buyback program. Announcement • Apr 29
Pacific Equity Partners Pty Limited entered into unsolicited, non-binding indicative offer to acquire oOh!media Limited (ASX:OML) for approximately AUD 750 million. Pacific Equity Partners Pty Limited entered into unsolicited, non-binding indicative offer to acquire oOh!media Limited (ASX:OML) for approximately AUD 750 million on April 29, 2026. A cash consideration of AUD 1.4 per share will be paid by Pacific Equity Partners Pty Limited. PEP has stated that the terms of the Proposal may be adjusted to take into account the impact of any further buyback, dividends, distributions, changes in the final share capital of oOh!
The transaction is subject to satisfactory completion of due diligence by Pacific Equity Partners, unanimous recommendation of the Proposal by the oOh! Board and a statement that each oOh! Board member will vote all the oOh! shares they own or control in favour of the Proposal, final approval of Pacific Equity Partners' Investment Committee to enter into any scheme implementation deed, entry into a binding SID on acceptable terms and receipt of approvals from the Foreign Investment Review Board and the Overseas Investment Office. The oOh! Board recommends that shareholders take no action in relation to the proposal at this time.
UBS Securities Australia Limited has been appointed financial adviser and Mallesons as legal adviser to assist the Board of oOh!media Limited to evaluate and respond to the proposal. Announcement • Feb 16
Ooh!Media Limited Announces Dividend for the Six Months Ended 31 December 2025, Payable on 19 March 2026 The Board of oOh!media Limited has declared a fully franked dividend of AUD 0.040 per ordinary share in respect of the six months ended 31 December 2025. This dividend is payable on 19 March 2026. Ex-dividend date is 25 February 2026 and Record date is 26 February 2026. Announcement • Nov 07
oOh!media Limited to Report Fiscal Year 2025 Results on Feb 16, 2026 oOh!media Limited announced that they will report fiscal year 2025 results at 10:00 AM, AUS Eastern Standard Time on Feb 16, 2026 Announcement • Aug 04
oOh!media Limited to Report First Half, 2025 Results on Aug 18, 2025 oOh!media Limited announced that they will report first half, 2025 results on Aug 18, 2025 Announcement • Feb 26
oOh!media Limited, Annual General Meeting, May 15, 2025 oOh!media Limited, Annual General Meeting, May 15, 2025. Announcement • Feb 24
oOh!media Limited Declares a Fully Franked Final Dividend in Respect of the Year Ended 31 December 2024, Payable on 27 March 2025 The Board of oOh!media Limited has declared a fully franked final dividend of 3.50 cents per ordinary share, amounting to $18,857,000 in respect of the year ended 31 December 2024 against 31 December 2023 of $18,857,000 or 3.50 cents per ordinary. This dividend is payable on 27 March 2025. Ex-dividend date is 5 March 2025 and Record date is 6 March 2025. Announcement • Dec 12
oOh!media Limited to Report Fiscal Year 2024 Results on Feb 24, 2025 oOh!media Limited announced that they will report fiscal year 2024 results on Feb 24, 2025 Board Change • Sep 01
Insufficient new directors No new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 6 experienced directors. 1 highly experienced director. Independent Non-Executive Director Joe Pollard was the last director to join the board, commencing their role in 2021. The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment. Declared Dividend • Aug 21
First half dividend of AU$0.018 announced Shareholders will receive a dividend of AU$0.018. Ex-date: 28th August 2024 Payment date: 23rd September 2024 Dividend yield will be 4.7%, which is lower than the industry average of 5.1%. Sustainability & Growth Dividend is covered by both earnings (81% earnings payout ratio) and cash flows (21% cash payout ratio). The dividend has decreased over the past 96 years, indicating a lack of growth and stability in payments. EPS is expected to grow by 47% over the next 3 years, which should provide support to the dividend and adequate earnings cover. Reported Earnings • Aug 21
First half 2024 earnings released: EPS: AU$0.011 (vs AU$0.011 in 1H 2023) First half 2024 results: EPS: AU$0.011 (in line with 1H 2023). Revenue: AU$288.3m (down 2.8% from 1H 2023). Net income: AU$5.83m (down 9.6% from 1H 2023). Profit margin: 2.0% (down from 2.2% in 1H 2023). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 6.0% p.a. on average during the next 3 years, compared to a 5.7% growth forecast for the Media industry in Germany. Over the last 3 years on average, earnings per share has increased by 89% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings. Announcement • Aug 13
oOh!media Limited (ASX:OML) acquired 12 new shopping centres across Australia. oOh!media Limited (ASX:OML) acquired 12 new shopping centres across Australia on August 12, 2024.
oOh!media Limited (ASX:OML) completed the acquisition of 12 new shopping centres across Australia on August 12, 2024. Announcement • Aug 07
oOh!media Limited to Report First Half, 2024 Results on Aug 19, 2024 oOh!media Limited announced that they will report first half, 2024 results on Aug 19, 2024 Buy Or Sell Opportunity • Jul 31
Now 20% overvalued Over the last 90 days, the stock has fallen 17% to €0.82. The fair value is estimated to be €0.68, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 13% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 4.6% per annum. Earnings are also forecast to grow by 12% per annum over the same time period. Announcement • Feb 23
oOh!media Limited, Annual General Meeting, May 16, 2024 oOh!media Limited, Annual General Meeting, May 16, 2024. Reported Earnings • Feb 20
Full year 2023 earnings released: EPS: AU$0.063 (vs AU$0.053 in FY 2022) Full year 2023 results: EPS: AU$0.063 (up from AU$0.053 in FY 2022). Revenue: AU$633.9m (up 7.0% from FY 2022). Net income: AU$34.6m (up 9.8% from FY 2022). Profit margin: 5.5% (up from 5.3% in FY 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 4.7% p.a. on average during the next 3 years, compared to a 4.1% growth forecast for the Media industry in Germany. Over the last 3 years on average, earnings per share has increased by 116% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings. Announcement • Jan 31
oOh!media Limited to Report Fiscal Year 2023 Results on Feb 19, 2024 oOh!media Limited announced that they will report fiscal year 2023 results on Feb 19, 2024 Reported Earnings • Aug 22
First half 2023 earnings released: EPS: AU$0.011 (vs AU$0.01 in 1H 2022) First half 2023 results: EPS: AU$0.011 (up from AU$0.01 in 1H 2022). Revenue: AU$296.6m (up 7.4% from 1H 2022). Net income: AU$6.45m (up 5.7% from 1H 2022). Profit margin: 2.2% (in line with 1H 2022). Revenue is forecast to grow 5.2% p.a. on average during the next 3 years, compared to a 5.6% growth forecast for the Media industry in Germany. Over the last 3 years on average, earnings per share has increased by 114% per year but the company’s share price has only increased by 10% per year, which means it is significantly lagging earnings growth. Announcement • Aug 21
oOh!media Limited Declares an Interim Dividend for the Six Months Ended June 30, 2023, Payment Date of 21 September 2023 The Board of oOh!media Limited declared an interim dividend of AUD 0.01750000 for the six months ended June 30, 2023. The record date is 31 August 2023 with a scheduled payment date of 21 September 2023. Ex date is 30 August 2023. Announcement • Aug 07
oOh!media Limited to Report First Half, 2023 Results on Aug 21, 2023 oOh!media Limited announced that they will report first half, 2023 results on Aug 21, 2023 Reported Earnings • Feb 21
Full year 2022 earnings released: EPS: AU$0.053 (vs AU$0.017 loss in FY 2021) Full year 2022 results: EPS: AU$0.053 (up from AU$0.017 loss in FY 2021). Revenue: AU$592.6m (up 18% from FY 2021). Net income: AU$31.5m (up AU$41.8m from FY 2021). Profit margin: 5.3% (up from net loss in FY 2021). The move to profitability was driven by higher revenue. Revenue is forecast to grow 6.0% p.a. on average during the next 3 years, compared to a 5.1% growth forecast for the Media industry in Germany. Over the last 3 years on average, earnings per share has increased by 44% per year but the company’s share price has fallen by 18% per year, which means it is significantly lagging earnings. Announcement • Feb 20
oOh!Media Limited Announces Final Dividend, Payable on 3 March 2023 The Board of oOh!media Limited declared a final dividend of 3.0 cents per share, fully franked, bringing the full year dividend to 4.5 cents per share, fully franked. This represents a 47% payout ratio. The record date for entitlement to receive the final dividend is 2 March 2023 with a scheduled payment date of 23 March 2023. Buying Opportunity • Feb 08
Now 22% undervalued Over the last 90 days, the stock is up 25%. The fair value is estimated to be €1.22, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 8.5% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 7.7% per annum. Earnings is also forecast to grow by 29% per annum over the same time period. Announcement • Feb 06
oOh!media Limited to Report Fiscal Year 2022 Results on Feb 20, 2023 oOh!media Limited announced that they will report fiscal year 2022 results on Feb 20, 2023 Reported Earnings • Aug 23
First half 2022 earnings released: EPS: AU$0.01 (vs AU$0.016 loss in 1H 2021) First half 2022 results: EPS: AU$0.01 (up from AU$0.016 loss in 1H 2021). Revenue: AU$276.1m (up 10% from 1H 2021). Net income: AU$6.10m (up AU$15.4m from 1H 2021). Profit margin: 2.2% (up from net loss in 1H 2021). The move to profitability was driven by higher revenue. Over the next year, revenue is forecast to grow 16%, compared to a 6.2% growth forecast for the Media industry in Germany. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 44 percentage points per year, which is a significant difference in performance. Recent Insider Transactions • Jun 25
Non-Executive Chairman recently bought €66k worth of stock On the 20th of June, Tony Faure bought around 91k shares on-market at roughly €0.72 per share. This was the largest purchase by an insider in the last 3 months. This was Tony's only on-market trade for the last 12 months. Recent Insider Transactions • May 24
Lead Independent Director recently bought €50k worth of stock On the 17th of May, David Wiadrowski bought around 50k shares on-market at roughly €1.01 per share. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought €56k more in shares than they have sold in the last 12 months. Board Change • Apr 27
High number of new directors There are 5 new directors who have joined the board in the last 3 years. Independent Non-Executive Director Joe Pollard was the last director to join the board, commencing their role in 2021. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model. Reported Earnings • Feb 22
Full year 2021 earnings: Revenues and EPS in line with analyst expectations Full year 2021 results: AU$0.017 loss per share (up from AU$0.071 loss in FY 2020). Revenue: AU$503.7m (up 18% from FY 2020). Net loss: AU$10.3m (loss narrowed 72% from FY 2020). Revenue was in line with analyst estimates. Over the next year, revenue is forecast to grow 20%, compared to a 7.9% growth forecast for the industry in Germany. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 84 percentage points per year, which is a significant difference in performance. Executive Departure • Aug 25
Independent Non-Executive Director Darren Smorgon has left the company On the 24th of August, Darren Smorgon's tenure as Independent Non-Executive Director ended after 1.2 years in the role. As of June 2021, Darren still personally held 173.75k shares (€95k worth at the time). A total of 2 executives have left over the last 12 months. The current median tenure of the management team is 2.75 years. Reported Earnings • Aug 24
First half 2021 earnings released: AU$0.016 loss per share (vs AU$0.069 loss in 1H 2020) The company reported a solid first half result with reduced losses, improved revenues and improved control over expenses. First half 2021 results: Revenue: AU$250.1m (up 22% from 1H 2020). Net loss: AU$9.31m (loss narrowed 67% from 1H 2020). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 72 percentage points per year, which is a significant difference in performance. Executive Departure • May 19
Independent Non-Executive Director has left the company On the 13th of May, Joanne Crewes' tenure as Independent Non-Executive Director ended after 3.6 years in the role. As of December 2020, Joanne personally held 71.47k shares (€74k worth at the time). Joanne is the only executive to leave the company over the last 12 months. Reported Earnings • Feb 22
Full year 2020 earnings released: AU$0.07 loss per share (vs AU$0.056 profit in FY 2019) The company reported a poor full year result with weaker earnings, revenues and control over costs. Full year 2020 results: Revenue: AU$426.5m (down 34% from FY 2019). Net loss: AU$35.7m (down 366% from profit in FY 2019). Over the last 3 years on average, earnings per share has fallen by 92% per year but the company’s share price has only fallen by 31% per year, which means it has not declined as severely as earnings. Analyst Estimate Surprise Post Earnings • Feb 22
Revenue beats expectations Revenue exceeded analyst estimates by 0.2%. Over the next year, revenue is forecast to grow 29%, compared to a 3.3% growth forecast for the Media industry in Germany. Is New 90 Day High Low • Feb 21
New 90-day low: €0.93 The company is down 9.0% from its price of €1.02 on 20 November 2020. The German market is up 10.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Media industry, which is up 19% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €1.51 per share. Is New 90 Day High Low • Jan 07
New 90-day high: €1.12 The company is up 32% from its price of €0.85 on 09 October 2020. The German market is up 8.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Media industry, which is up 17% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €1.76 per share. Recent Insider Transactions • Dec 17
CEO, MD & Executive Director recently sold €503k worth of stock On the 16th of December, Brendon Cook sold around 455k shares on-market at roughly €1.11 per share. This was the largest sale by an insider in the last 3 months. This was Brendon's only on-market trade for the last 12 months. Is New 90 Day High Low • Dec 05
New 90-day high: €1.08 The company is up 77% from its price of €0.61 on 04 September 2020. The German market is up 5.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Media industry, which is up 25% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €1.36 per share. Is New 90 Day High Low • Nov 11
New 90-day high: €0.95 The company is up 96% from its price of €0.49 on 13 August 2020. The German market is flat over the last 90 days, indicating the company outperformed over that time. It also outperformed the Media industry, which is up 17% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €1.40 per share. Is New 90 Day High Low • Sep 28
New 90-day high: €0.68 The company is up 24% from its price of €0.55 on 30 June 2020. The German market is up 1.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Media industry, which is up 5.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €1.19 per share. 
