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How Sims Lifecycle Services Is Capitalising on Memory Market Shifts
8:22am on Thursday 26th of March, 2026 AEDT
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Technology
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How Sims Lifecycle Services Is Capitalising on Memory Market Shifts
8:22am on Thursday 26th of March, 2026 AEDT
Key Points
SLS contributed ~40% of Sims Group EBIT in H1 2026
Embedded in hyperscaler decommissioning cycles with capital-light model
Structural exit from DDR4 memory production boosts secondary market demand
FY26 underlying EBIT guidance of A$165-185 million with strong volume growth
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