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 Group (HZR)
Philip’s top stock picks for 2026 and how investors should be positioning now

👉 If you want to understand how the Australian industrials sector is being reshaped by themes like engineering services, infrastructure growth, data centres, and the energy transition, this conversation is not to be missed.

Reach out to us for Philip’s full research or tailored advice: cftgroup@shawandpartners.com.au

General Advice Disclaimer:

The information in this podcast is general in nature and does not take into account your personal objectives, financial situation, or needs. It is not financial product advice and should not be relied upon as such. Before making any investment decision, you should consider the appropriateness of the information having regard to your personal circumstances and seek professional advice. Past performance is not a reliable indicator of future performance. Facts and opinions discussed are based on information available at the time of recording (3 September 2025). For personal advice tailored to your situation, please contact your financial adviser. The hosts of this podcast and their guests may hold positions in the companies discussed. Talk Money To Me operates under the Shaw and Partners AFSL 236048.

Hosted on Acast. See acast.com/privacy for more information.

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

Talk Money To Me

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