Latest Capital Allocation News

Wesfarmers Limited announces a fully franked special dividend of AUD 0.40 per share alongside a $1.10 capital return, both payable on December 4, 2025. Eligible shareholders can participate in the Dividend Investment Plan for the dividend component, marking a significant move in the company’s 2025 capital management strategy.

Integrated Research Limited reported a modest revenue dip and significant profit declines in FY25 as it pivots to a product-led growth strategy focused on AI-powered observability solutions and hybrid pricing models.

Noronex Limited has agreed to sell its Witvlei copper project in Namibia for A$4.5 million, enabling a sharper focus on its core Kalahari Copper Belt assets and uranium exploration. The staged payment deal includes options issuance and a royalty, signaling strategic portfolio refinement.

Belararox Ltd announces the immediate resignation of founding Managing Director Arvind Misra, with Chairman Neil Warburton stepping in as interim leader during the search for a new executive director.

Gentrack Group reported robust FY25 results with an 8% revenue rise to NZ$230.2m and a 119% jump in net profit, driven by strong growth in utilities and airports segments alongside strategic investments in its new cloud platform and global expansion.

EROAD Limited reported a 3.3% revenue increase and strong free cash flow in H1 FY26, driven by ANZ market expansion despite a significant North American impairment. The company is focusing on the promising electronic Road User Charges opportunity in Australasia.

Mastermyne’s FY2025 AGM reveals resilience amid sector headwinds, operational disruptions, and legal proceedings, while positioning for growth with new leadership and contracts.

Charter Hall Group reported solid FY25 results with 7.4% growth in operating earnings per security and upgraded its FY26 earnings guidance to 95 cents, reflecting robust equity inflows and tenant demand. The company also highlighted significant sustainability progress and board changes at its 2025 AGM.

Growthpoint Properties Australia reported a robust FY25 with funds from operations exceeding guidance, expanded funds management assets, and achieved its Net Zero emissions target ahead of schedule. The company reaffirmed positive FY26 outlook amid leadership changes and ongoing sustainability commitments.

Sonic Healthcare has reaffirmed its FY2026 EBITDA guidance with up to 13% growth, reported solid FY2025 financial results, and announced a strategic acquisition in Germany alongside notable sustainability progress.

Turners Automotive Group has posted a resilient and record first-half result for FY26, with net profit before tax up 13% despite ongoing economic challenges. The company’s diversified model and strategic capital moves underpin its confident outlook.

Nufarm Limited reported a 3% revenue increase to $3.4 billion in FY2025, driven by strong crop protection growth, while restructuring in Seed Technologies led to a statutory loss of $165 million. The company forecasts earnings growth and leverage reduction in FY2026.