Australian Industrials Sector🏗️ 2025: Reporting Season Insights & Stock Picks with Philip Pepe

Talk Money To Me · Sep 25, 2025 · 35m

In this episode of Talk Money To Me, Candice Bourke and Felicity Thomas sit down with Shaw and Partners Senior Research Analyst Philip Pepe to unpack Australia’s industrial sector following the FY25 reporting season.

We cover:

Key reporting season takeaways across the ASX industrials sector

How companies are navigating inflation, rising costs, and the energy transition

Strong results from Southern Cross Electrical (SXE), Tasmea (TEA), SRG, and IPD Group (IPG)

The outlook for engineering services, infrastructure, and data centres

Emerging clean energy opportunities across Calix (CXL) and Hazer…