Latest Capital Allocation News

Navigator Global Investments (NGI) reported a strong FY25 with record earnings driven by robust revenue growth and strategic investments, reinforcing its unique position in alternative asset management on the ASX.

nib Holdings reported a solid FY25 with underlying operating profit of $239.2 million and 3.2% policyholder growth, driven by digital innovation and operational efficiencies. The Group’s strategic focus on core health insurance and adjacent services sets the stage for continued momentum into FY26.

Underwood Capital Limited has reported a return to profitability for the year ended 30 June 2025, driven by gains in its listed securities portfolio and a strategic share buyback that enhanced net tangible asset backing per share.

Lindsay Australia Limited reported a resilient FY25 with revenue up 5.6% to $849.8 million and underlying EBITDA of $81.4 million, despite margin pressures from competitive pricing and rising costs. The company successfully integrated the SRT acquisition, expanding its national refrigerated logistics network.

Lindsay Australia reported a 5.6% revenue increase in FY25, driven by strategic acquisitions and growth in transport and rural sectors, even as margins tightened amid competitive pressures and higher costs.

Perenti Limited has reported record financial results for FY25, highlighted by revenue growth, improved margins, and a significant reduction in leverage. The company’s robust free cash flow and increased dividends set a solid foundation for future growth.

Deterra Royalties Limited has sold its non-core La Preciosa silver royalties to Avino Silver & Gold Mines Ltd for US$22 million, securing a substantial pre-tax profit and reinforcing its strategic focus on core commodities.

Rural Funds Group reported a solid FY25 with rising property and farming income driven by macadamia developments, while maintaining stable distributions and preparing for significant capital expenditure in FY26.

Accent Group reported steady FY25 sales of $1.62 billion with a slight dip in profits, while advancing its Sports Direct rollout and extending key brand agreements.

Boom Logistics has reported a robust FY25 performance, with a 38% increase in operating earnings per share, underpinned by strong renewables and transmission projects despite challenges in resources and infrastructure.

Zip Co Limited reported a robust FY25 with revenue up 23.5% to $1.07 billion and cash earnings soaring 147%, driven by strong US market expansion and operational efficiencies.

Babylon Pump & Power Limited reported a 24% revenue decline for FY2025 but achieved a 55% increase in profit, highlighting improved operational efficiency amid challenging conditions.