Latest Capital Discipline News

Cash Converters reports solid 1H26 results driven by a growing loan book, expanding luxury retail footprint, and increased corporate store ownership across 15 countries.

CSL Limited’s interim CEO Gordon Naylor reveals a downgraded FY26 outlook amid slower growth and announces substantial impairments tied to CSL Vifor assets. Leadership changes and transformation efforts aim to restore momentum.

Motio Ltd has marked a turning point with its first net profit, record sales activity, and a 13% increase in forward revenue, signaling a shift to scalable growth.

AMA Group has initiated an on-market share buy-back program for up to 47.8 million shares, signalling confidence in its financial position and growth strategy without needing shareholder approval.

QBE Insurance Group kicked off 2026 with robust premium growth and solid underwriting, maintaining its full-year guidance amid geopolitical uncertainty and evolving risks.

Light & Wonder posted modest revenue growth in Q1 2026, driven by strong Gaming and iGaming performances, while net income fell sharply due to legacy legal costs. The company maintains disciplined capital management amid ongoing macro pressures.

DPM Metals delivered a record $203 million free cash flow in Q1 2026, driven by strong production growth from the Vareš mine and robust metal prices. The company remains on track for full-year guidance with ongoing exploration and disciplined capital returns.

Peel Mining’s scheme of arrangement with Aeris Resources, coupled with the demerger of Spectre Metals, gains strong endorsement from an independent expert, positioning shareholders for exposure to both a copper producer and a zinc-focused explorer.

EV Resources has reached a critical milestone with dry commissioning of the grinding circuit at its Tecomatlán Processing Plant, setting the stage for near-term antimony production amid global supply constraints.

Ampol Limited showcased resilience in 2025 with strong refining margins supported by government payments and robust retail growth, while awaiting ACCC approval for its EG Australia acquisition promising significant synergies.

Flight Centre Travel Group posted strong nine-month growth with record transaction values and profit gains, while geopolitical unrest in the Middle East caused a $10 million hit to leisure profits in April. The corporate segment remains robust, and the company maintains its full-year profit guidance amid ongoing AI-driven efficiency improvements and strategic portfolio reshaping.

ColCap Financial Limited (ASX:TT6) reported a 16% rise in net profit to $72.2 million for FY2025, driven by a 15% expansion in its loan portfolio to $19.3 billion and a series of record Residential Mortgage-Backed Securities issuances.