Duratec in Good Shape Despite Tender Delays -- Market Talk

Dow Jones

Nov 21, 2025

2216 GMT - Duratec's decision not to provide FY 2026 revenue and Ebitda guidance to shareholders attending its annual meeting doesn't unsettle Shaw & Partners. Duratec, like other companies, continues to feel a pinch from tender delays in the defense and mining sectors. Still, analyst Abraham Akra points out that Duratec's contracts to upgrade infrastructure at HMAS Stirling in Western Australia are on track. It was awarded the two contracts in 2Q of FY 2025. Duratec this week said the Early Contractor Involvement contracts will start in 2Q of FY 2026, and Shaw estimates they are worth A$500 million. "We see such an announcement to be a catalyst for a re-rate, as well as the potential Learmonth (A$150 million) announcement," Shaw says. It retains a buy call on Duratec. (david.winning@wsj.com; @dwinningWSJ)

(END) Dow Jones Newswires

November 20, 2025 17:16 ET (22:16 GMT)

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Duratec, like other companies, continues to feel a pinch from tender delays in the defense and mining sectors. Still, analyst Abraham Akra points out that Duratec's contracts to upgrade infrastructure at HMAS Stirling in <a href=\"https://laohu8.com/S/WER.AU\">Western Australia</a> are on track. It was awarded the two contracts in 2Q of FY 2025. Duratec this week said the Early Contractor Involvement contracts will start in 2Q of FY 2026, and Shaw estimates they are worth A$500 million. \"We see such an announcement to be a catalyst for a re-rate, as well as the potential Learmonth (A$150 million) announcement,\" Shaw says. It retains a buy call on Duratec. 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Duratec, like other companies, continues to feel a pinch from tender delays in the defense and mining sectors. Still, analyst Abraham Akra points out that Duratec's contracts to upgrade infrastructure at HMAS Stirling in <a href=\"https://laohu8.com/S/WER.AU\">Western Australia</a> are on track. It was awarded the two contracts in 2Q of FY 2025. Duratec this week said the Early Contractor Involvement contracts will start in 2Q of FY 2026, and Shaw estimates they are worth A$500 million. \"We see such an announcement to be a catalyst for a re-rate, as well as the potential Learmonth (A$150 million) announcement,\" Shaw says. It retains a buy call on Duratec. 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Duratec, like other companies, continues to feel a pinch from tender delays in the defense and mining sectors. Still, analyst Abraham Akra points out that Duratec's contracts to upgrade infrastructure at HMAS Stirling in Western Australia are on track. It was awarded the two contracts in 2Q of FY 2025. Duratec this week said the Early Contractor Involvement contracts will start in 2Q of FY 2026, and Shaw estimates they are worth A$500 million. \"We see such an announcement to be a catalyst for a re-rate, as well as the potential Learmonth  announcement,\" Shaw says. It retains a buy call on Duratec. ","collect":0,"end_time":0,"defaultTopTitle":"","property":[],"viewcount":null,"language":"en","relate_stocks":{"BK7055":"建筑与工程","DUR.AU":"DURATEC LTD"},"translate_title":"尽管招标延迟，Duratec仍处于良好状态——市场讨论","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"DUR.AU":0.9},"content_text":"2216 GMT - Duratec's decision not to provide FY 2026 revenue and Ebitda guidance to shareholders attending its annual meeting doesn't unsettle Shaw & Partners. Duratec, like other companies, continues to feel a pinch from tender delays in the defense and mining sectors. Still, analyst Abraham Akra points out that Duratec's contracts to upgrade infrastructure at HMAS Stirling in Western Australia are on track. It was awarded the two contracts in 2Q of FY 2025. Duratec this week said the Early Contractor Involvement contracts will start in 2Q of FY 2026, and Shaw estimates they are worth A$500 million. \"We see such an announcement to be a catalyst for a re-rate, as well as the potential Learmonth (A$150 million) announcement,\" Shaw says. It retains a buy call on Duratec. (david.winning@wsj.com; @dwinningWSJ) \n\n\n  (END) Dow Jones Newswires\n\n\n  November 20, 2025 17:16 ET (22:16 GMT)\n\n\n  Copyright (c) 2025 Dow Jones & Company, Inc.","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":true,"code":"91000000","status":"200"}}}