Viva Leisure (ASX:VVA) Earnings Jump Of 60.9% Tests Bullish Growth Narratives

Simply Wall St.

Feb 13

Viva Leisure (ASX:VVA) has set out its H1 2026 picture with investors looking closely at how its recent run of numbers stacks up, after the company booked H2 2025 revenue of A$112.3 million with basic...

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Over recent halves the company has seen revenue move from A$83.5 million and EPS of A$0.0187 in H2 2024 to A$99.0 million and A$0.0195 in H1 2025, before reaching A$112.3 million and...","collect":0,"end_time":0,"defaultTopTitle":"simplywall.st","property":["earning"],"viewcount":null,"language":"en","relate_stocks":{"VVA.AU":"VIVA LEISURE LTD","BLSX":"Tradr 2X Long BLSH Daily ETF","BK4112":"金融交易所和数据","BLSG":"2倍做多BLSH ETF-Leverage Shares","BK7146":"消闲设施"},"translate_title":"Viva Leisure(ASX：VVA)盈利增长60.9%考验看涨增长叙事","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"BLSX":0.6,"BLSG":0.6,"VVA.AU":1.98},"content_text":"Viva Leisure (ASX:VVA) has set out its H1 2026 picture with investors looking closely at how its recent run of numbers stacks up, after the company booked H2 2025 revenue of A$112.3 million with basic EPS of A$0.0329 and net income of A$3.3 million, on top of H1 2025 revenue of A$99.0 million and EPS of A$0.0195. Over recent halves the company has seen revenue move from A$83.5 million and EPS of A$0.0187 in H2 2024 to A$99.0 million and A$0.0195 in H1 2025, before reaching A$112.3 million and A$0.0329 in H2 2025. This feeds into trailing EPS of A$0.0524 on revenue of A$211.3 million. Taken together with a lift in net profit margin from 2% to 2.5%, the latest results present a picture of changing profitability that investors will weigh against what it might mean for future margins. See our full analysis for Viva Leisure. With the latest half now on the table, the next step is to see how these numbers line up with the widely held narratives around Viva Leisure, and where the data may challenge what the market has been assuming. See what the community is saying about Viva Leisure ASX:VVA Earnings & Revenue History as at Feb 2026 Advertisement60.9% earnings growth versus modest revenue lift  Over the last 12 months, earnings grew 60.9% on revenue of A$211.3 million, so profit grew much faster than the roughly 7.8% revenue growth that forecasts are using as a reference point. What stands out for the bullish camp is that this earnings jump sits alongside a net margin of 2.5%, with bullish analysts expecting revenue to grow around 11.2% a year and margins to reach 8.4% by 2028, \n     That view leans on the idea that higher margin tech and payments revenue plus club network optimisation will keep pushing earnings ahead of revenue, similar to the recent 60.9% earnings lift. At the same time, the current 2.5% margin shows there is still a big gap between today’s profitability and the A$24.5 million earnings level bullish analysts are using in their A$2.80 price target case.    Bulls argue this mix of 60.9% earnings growth, 7.8% revenue growth forecasts and margin expansion potential could support a very different long term story for Viva Leisure: 🐂 Viva Leisure Bull Case Net margin at 2.5% with interest cover flagged  Viva Leisure’s trailing net profit margin is 2.5% compared with 2% a year earlier, yet interest payments are still flagged as not well covered by earnings, which puts attention on how much of that A$5.2 million of trailing net income is available after financing costs. Bears focus on this combination of low margins and weak interest cover, even with earnings up 60.9% year over year, \n     They point to borrowings rising to A$100.5 million and argue that if revenue growth slows from the roughly 7.8% forecast pace, thin margins could make it harder to comfortably handle those interest costs. They also highlight that club closures and optimisation, while helpful for efficiency, might mask slower underlying growth, which would make servicing debt from a 2.5% margin base more challenging.    Skeptics warn that the combination of a 2.5% margin and limited interest cover could cap how far this story can stretch: 🐻 Viva Leisure Bear Case P/E of 33.2x versus DCF fair value gap  The shares trade on a trailing P/E of 33.2x at a price of A$1.70, which is above the Global Hospitality average of 20.8x and peer average of 24.1x, yet the DCF fair value cited is A$4.01, so the model value is well above where the stock is currently trading. Consensus style narratives see this as a tension between simple multiples and cash flow based valuation, \n     On one hand, the premium P/E relative to industry and peers suggests expectations are already high for earnings growth around 25.4% a year and rising margins from 2.5%. On the other, the A$4.01 DCF fair value versus a A$1.70 share price implies that if those growth and margin paths play out, current pricing could still be below what a discounted cash flow model supports.     Next Steps To see how these results tie into long-term growth, risks, and valuation, check out the full range of community narratives for Viva Leisure on Simply Wall St. Add the company to your watchlist or portfolio so you'll be alerted when the story evolves. See the numbers differently? If this data points you in a new direction, shape your own view in just a few minutes and Do it your way A great starting point for your Viva Leisure research is our analysis highlighting 3 key rewards and 1 important warning sign that could impact your investment decision. See What Else Is Out There Viva Leisure is working from thin 2.5% margins with interest cover flagged and A$100.5 million in borrowings, which keeps financial resilience in question. If those tight margins and debt levels leave you wanting a sturdier profile, compare this picture with companies in our solid balance sheet and fundamentals stocks screener (19 results) that prioritise stronger balance sheets and financial footing.  This article by Simply Wall St is general in nature. We provide commentary based on historical data\n    and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your\n    financial situation. We aim to bring you long-term focused analysis driven by fundamental data.\n    Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.\n    Simply Wall St has no position in any stocks mentioned.New: Manage All Your Stock Portfolios in One PlaceWe've created the ultimate portfolio companion for stock investors, and it's free.• Connect an unlimited number of Portfolios and see your total in one currency• Be alerted to new Warning Signs or Risks via email or mobile• Track the Fair Value of your stocksTry a Demo Portfolio for FreeHave feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team@simplywallst.com","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"}}}