Macmahon Holdings Limited — Cyborg Score 7/10

Strong
Mining Services and Civil Infrastructure Contracting

Strategic Profile

Macmahon is strengthening competitive positioning through diversification into underground mining and civil infrastructure, reducing traditional dependence on surface mining. The company is executing a strategic focus on margin improvement, contract renewal, and ESG innovation to enhance earnings stability and cash flow visibility.

Cyborg Score Rationale

The company demonstrates solid fundamentals with strong revenue growth (2.03B in 2024, +6.56% YoY), positive analyst consensus (Buy rating), and significant share price outperformance (+84% YoY). Strategic diversification into high-margin underground and civil services provides growth tailwinds, though earnings declined slightly in 2024.

Top Insights

  • Share price outperformance: +84% YoY and +77% vs ASX All Ordinaries over 6 months (as of Feb 2026)
  • Analyst consensus is Buy with 11+ analyst coverage; classified as a Super Stock by Stockopedia
  • Strategic focus on margin expansion and contract renewals, with Decmil integration potentially driving underestimated growth
  • Diversification into underground mining and civil infrastructure reducing cyclical dependence on surface mining

Named Competitors

  • Mining Services — Engineering and construction services for mining
  • Mining Services — Mining and construction contracting services
  • Underground Mining Services — Civil and underground mining contractor (now integrated with Macmahon)

Recent Developments

  • (Feb 2026) Share price trading 43.7% above 200-day moving average at AU$0.64
  • (2024) Revenue reached AUD 2.03B (+6.56% YoY) with expanding civil infrastructure and international operations
  • (2024) Integration of Decmil acquisition expanding civil and infrastructure service capabilities

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