Stock Analysis

• TheAcquisitionprovides Dicker Data with an operational footprint in Thailand and Malaysia, employing approximately 60 staff across both countries

• The company noted approximately $1.5 million of interest income above expectations, driven by favourableCash Flowtiming in Q1 FY27.

• The acquisition of Gas Management Services Limited (GMSL) involves Energy One issuing 7,089,780 shares to Fluxys as consideration.

• FY26Revenueguidance remains unchanged in the range of EUR147 million to EUR152 million

• FY27 is positioned as anInvestmentand transition year, with underlying EBITDAMarginexpected to exceed 26%

• Statutory NPAT rose 85.0% to $32.0 million, whileUnderlying Profitafter tax (UPAT) increased 18.4% to $38.8 million.

• IC3 SuperWest Phase 1 (6MW) construction on track for September 2026 completion, with Phase 2 (13MW) expedited to June 2027