Latest Capital Allocation News

Ridley Corporation Limited reported a solid FY25 with revenue up 3.1% to $1.3 billion and net profit after tax rising 8.7% to $43.3 million. The company declared a fully franked final dividend of 5.00 cents per share, signaling confidence in its diversified growth strategy.

Vault Minerals has initiated a disciplined on-market share buy-back program of up to 10% of its shares, reflecting confidence in its strong balance sheet and undervalued stock price.

Northern Star Resources delivered a standout FY25 with soaring revenue and EBITDA, bolstered by the strategic acquisition of De Grey Mining and promising FY26 guidance.

Super Retail Group has announced it will suspend its Dividend Reinvestment Plan starting fiscal year 2026, shifting shareholders to cash dividends instead. The DRP remains active for FY25 final and special dividends.

Saunders International reported a sharp 77.9% drop in net profit for FY2025, even as revenue dipped only slightly by 0.7%. The company declared a final dividend, signaling cautious optimism amid earnings pressure.

Stockland Corporation Limited reported a striking 170% surge in statutory profit for FY25, underpinned by a diversified property portfolio and a strategic new partnership to develop data centres with EdgeConneX.

Step One Clothing Limited reported a 2.8% revenue increase to $86.9 million and a 2.0% rise in net profit after tax to $12.65 million for FY25, while EBITDA declined 3.9% due to increased promotional activity. The company reinforced its sustainability credentials with FSC® certification and detailed emissions reporting.

Breville Group Limited has announced a fully franked ordinary dividend of AUD 0.19 per share for the six months ending June 2025, signaling steady shareholder returns amid a competitive consumer market.

Emeco Holdings reported a 5% decline in revenue for FY2025 but achieved a striking 43% increase in net profit, while opting not to pay any dividends.

APA Group delivered robust FY25 financial results with earnings near the top of guidance and announced confident FY26 growth plans, underpinned by cost reductions and a $2.1 billion project pipeline.

Fletcher Building reported a $419 million net loss for FY25 on softer demand and legacy costs but halved its net debt to $999 million through strategic capital management and divestments.

James Hardie Industries reported a 9% decline in Q1 FY26 net sales to $900 million, while successfully completing its AZEK acquisition, setting the stage for expanded market reach and product offerings. The company adjusted its FY26 guidance to reflect softer North American demand but remains focused on long-term growth.