Superloop surprises the market with a stronger FY26 outlook, pointing to solid second-half trading momentum and a helpful boost from its latest acquisition. Management now expects materially higher earnings and slightly more investment spending than it signalled just a few months ago.
The company now forecasts underlying EBITDA between $118 million and $122 million for FY26, up from February’s range of $112 million to $120 million. That implies growth of about 28% to 32% on FY25, a step up from earlier expectations.
Superloop also nudges capital expenditure guidance higher by $2 million to between $34 million and $37 million. Management attributes part of the earnings uplift to Lightning Broadband, which adds around $700,000 in EBITDA after its acquisition completed on 29 May.
Lightning Broadband, a telco and internet service provider, now feeds directly into Superloop’s financials and shows how bolt-on deals can quickly move the earnings needle. Operational performance in the second half of the year is tracking ahead of internal forecasts.
Superloop says the revised capex range reflects additional investment required to support that growth trajectory. The guidance upgrade, tied to specific numbers rather than vague optimism, is likely to be closely parsed by analysts looking for signs of sustainable margin expansion.
Attention now shifts to Superloop’s investor day on Wednesday, where management plans to outline its SuperCharge29 roadmap covering FY27 to FY29. The strategy is pitched as the framework for the group’s next phase of growth, earnings expansion and shareholder value creation.
SuperCharge29 is designed to build on the current momentum, using both organic initiatives and acquisitions like Lightning Broadband as levers. How convincingly the company links today’s guidance upgrade to that longer-term plan will shape market confidence in its ability to keep compounding returns.
