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How Sims Lifecycle Services Is Capitalising on Memory Market Shifts

8:22am on Thursday 26th of March, 2026 AEDT 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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