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Industrials

Bapcor (ASX:BAP) Turnaround Strategy Remains in Focus as Auto-Parts Recovery Progresses

Bapcor (ASX:BAP) remains one of the more closely watched turnaround stories on the Australian market as the automotive aftermarket group works to rebuild performance and investor confidence. After a period marked byEarningspressure, management changes and operational challenges, the company is focused on improving profitability, …

Aditi Sarkar | 28 August 2026

Camplify Holdings (ASX:CHL): Profitability Progress Reshapes the RV Marketplace Growth Story

Camplify Holdings (ASX:CHL) is entering a new phase after years of prioritising scale and marketplace expansion. The caravan and RV rental platform has begun to demonstrate a clearer path toward profitability, supported by cost discipline, higher-margin services and stronger second-half earnings.

Aditi Sarkar | 28 August 2026

Could DroneShield (ASX:DRO) Become a Long-Term Winner as Counter-Drone Demand Expands?

DroneShield (ASX:DRO) has developed from an emerging Australian defence technologyBusinessinto a more internationally focused counter-uncrewed aerial systems company. Its investment story has consequently evolved as well. The longer-term trajectory is increasingly tied to whether DroneShield can convert rising globalDemandfor counter-drone technology into sustained revenue …

Aditi Sarkar | 28 August 2026

Infragreen Group (ASX:IFN) FY26 Update Highlights Green Infrastructure Strategy and Value Creation Focus

Infragreen Group (ASX:IFN) is continuing to develop its position as an essential-infrastructure investor focused on energy transition and circular-economy opportunities. The company’s portfolio spans recycling, resource recovery and clean-energy assets across Australia and New Zealand, with its strategy centred on building exposure to businesses …

Aditi Sarkar | 28 August 2026

Austin Engineering (ASX:ANG) Positioned to Benefit From Long-Term Mining Equipment Demand

Austin Engineering Limited (ASX:ANG) remains focused on improving performance as the mining equipment specialist works through a period of operational transition. The company designs and manufactures heavy mining attachments used by major mining companies globally, with demand linked closely to mining activity, production volumes …

Aditi Sarkar | 28 August 2026

DroneShield (ASX:DRO) Faces a Valuation Test as Rapid Growth Meets Profitability Pressure

DroneShield (ASX:DRO) has been one of the ASX’s most closely watched defence-technology growth stories, riding a global surge in counter-droneDemandto build a significant following among investors. However, the company’s rapid expansion has also brought increasing scrutiny around profitability and the level of investment required …

Aditi Sarkar | 28 August 2026

Brambles (ASX:BXB) Maintains Long-Term Growth Profile Despite Near-Term Cost Pressures

Brambles (ASX:BXB) has delivered another year ofEarningsgrowth, supported by its global CHEP pooling network and continuedCapitalreturns, while investors assess the impact of operational challenges in North America.

Aditi Sarkar | 27 August 2026

Codan (ASX:CDA) Defence Growth Momentum Expands Through Communications and Minelab

Codan (ASX:CDA) has strengthened its position as a diversified technology and defence-focused company, with FY26 results highlighting strongEarningsgrowth across its Communications and Metal Detection businesses.

Aditi Sarkar | 27 August 2026

Aurizon Holdings (ASX:AZJ) Income Outlook in Focus Amid Coal Risks and Infrastructure Growth

Aurizon Holdings (ASX:AZJ) has reported a strong FY26 financial performance, with higher earnings, increasedShareholderreturns and continued growth across its infrastructure and freight businesses.

Aditi Sarkar | 27 August 2026

Austal (ASX:ASB)— Can the Defence Shipbuilder's Growth Story Reignite Momentum?

Austal (ASX:ASB) remains a key defence industry player as investors assess the company’sLong-term Growthpotential against near-term execution challenges.

Aditi Sarkar | 27 August 2026
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