Latest Capital Allocation News

Orora Limited has unveiled a strategic update highlighting robust growth in its beverage packaging segments, underpinned by strong cans volume expansion and targeted glass network optimisations. The company projects steady earnings and disciplined capital allocation through FY25 and beyond.

Unibail-Rodamco-Westfield unveils a confident 2025-28 strategy targeting robust EBITDA growth, expanding retail media, and increased shareholder returns. The plan balances disciplined capital allocation with ambitious development and licensing initiatives.

Smartgroup Corporation Limited reported robust financial growth in 2024, driven by record customer numbers and a significant rise in electric vehicle leasing, positioning the company for a sustainable future.

Aristocrat Leisure Limited reported a robust HY25 with revenue rising 9% to AUD 3 billion and a 6% increase in NPATA, underpinned by strategic acquisitions and operational resilience. The company signals confidence in sustained growth through innovation and market expansion.

Ridley Corporation announces a $300 million acquisition of Incitec Pivot Fertilisers Distribution, aiming to boost earnings and diversify its agricultural services portfolio. The deal includes a $125 million equity raise and strategic supply agreements.

Marmota Limited is fast-tracking its Gawler Gold project following a surge in gold prices and promising metallurgical test results, positioning the company for quicker production and revenue.

Asara Resources has amicably settled its legal dispute with joint venture partner Costa Rica Dos over the Loreto Copper Project in Chile, paving the way for clearer project ownership and collaboration.

Aeris Resources has refinanced its environmental bonding and term debt facilities with Washington H. Soul Pattinson, boosting liquidity and extending debt maturity to support growth projects.

Light & Wonder, Inc. reported steady Q1 2025 results with modest revenue growth, margin expansion, and a strategic acquisition poised to reshape its land-based gaming footprint.

Light & Wonder, Inc. reported a steady 2% revenue rise in Q1 2025, marking its 16th consecutive quarter of growth, alongside margin expansion and a $166 million share buyback. The company is on track to close its strategic $850 million acquisition of Grover Gaming’s charitable business.

Orica Limited reported a 7.7% increase in revenue to $3.94 billion for the half year ended March 2025, but posted a net loss of $89 million due to significant impairment and restructuring charges. Excluding these items, net profit rose 40% to $250.8 million, with the board declaring a higher interim dividend.

Super Retail Group reports a 3.1% like-for-like sales growth in H2 FY25, driven by key brands and strategic investments in its omni-retail network and supply chain.