The Superloop Ltd (ASX: SLC) share price is in focus today following its latest Macquarie Conference update, which highlighted a 21.2% increase in customers and a 23.3% lift in revenue compared to the prior year.
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What did Superloop report?
- Revenue grew 23.3% year-over-year to $317.6 million in FY26
- Customer numbers up 21.2% to 805,000 as at June 2026
- Underlying EBITDA rose 45.9% to $55.8 million in FY26
- EBITDA margin improved to 17.6% from 16.9% last year
- Operating expenses to revenue ratio reduced further to 13.4%
What else do investors need to know?
Superloop reported disciplined operating cost management, supported by digital and AI investment, which has improved operating leverage as the customer base expands. The company continues to focus on scaling up its infrastructure-on-demand platform, supporting both retail and wholesale growth across its consumer, business, and wholesale market segments.
A notable development is Superloop's agreement to acquire Lightning Broadband, anticipated to add 54,000 contracted FTTP lots and accelerate Superloop's presence in the fibre-to-the-premise market. The acquisition is expected to complete in the fourth quarter of FY26, pending regulatory approvals.
What's next for Superloop?
Looking ahead, Superloop is prioritising the expansion of its Smart Communities portfolio and leveraging its enhanced metro fibre footprint. The integration of Lightning Broadband will bolster its scale and annuity revenue base, enabling it to reach more homes and businesses.
Management remains optimistic about continuing to grow market share through product innovation, sustained investment in AI and digital tools, and focused cost discipline as Superloop seeks to solidify its place amongst Australia's leading internet providers.
Superloop share price snapshot
Over the 12 months, Superloop shares have risen 34%, outperforming the S&P/ASX 200 Index (ASX: XJO) which has risen 9% over the same period.
