Latest Investor Day News

Telix Pharmaceuticals showcased its global theranostic radiopharmaceutical portfolio, highlighting FDA approvals, clinical progress, and a robust commercial expansion plan at its 2025 Investor Day.

Fletcher Building has confirmed it is fielding inquiries from potential buyers following its strategic review announcement, though no sales decisions have been made. Investors await clarity at the upcoming Investor Day.

Judo Capital Holdings Limited reaffirmed its FY25 guidance at its 2025 Investor Day, highlighting strong lending growth, a maturing technology platform, and a focused strategy to optimize its SME banking model.

EROAD Limited reported solid financial results for FY25, with revenue up 6.8% to NZ$194.4 million and a substantial improvement in free cash flow to NZ$16 million. The company’s strategic focus on enterprise fleet growth and innovation underpins a confident FY26 guidance.

Light & Wonder unveiled ambitious growth targets and strategic plans at its 2025 Investor Day, spotlighting strong financial momentum and the integration of Grover Charitable Gaming. The company aims for $1.4 billion consolidated AEBITDA in 2025, underpinned by robust R&D and market leadership.

SEEK Limited projects strong FY25 revenue and earnings in the top half of guidance, driven by AI-powered product innovation and expanded market reach across Asia-Pacific.

SGH Ltd has reaffirmed its FY25 guidance for high single-digit EBIT growth while targeting a net debt to EBITDA ratio of 2.0x by year-end, underpinned by disciplined capital allocation and operational improvements across its diversified industrial, energy, and media businesses.

Fletcher Building is dissolving its Australian Division, folding operations into two new trans-Tasman units, while targeting $15 million in annual cost savings as market challenges persist.

Fletcher Building reported a challenging HY25 with a 7% revenue decline and a net loss of NZ$134 million, while executing a $700 million equity raise to strengthen its balance sheet and advancing significant cost reduction initiatives.

Domino's Pizza Enterprises signals a strategic reset with the closure of 205 underperforming stores, primarily in Japan, aiming to sharpen focus and improve profitability while maintaining steady earnings guidance.

Insignia Financial reported a robust 2.2% increase in Funds Under Management and Administration to $326.8 billion in 2Q25, underpinned by strong net inflows and strategic milestones including the IT separation from NAB and the unveiling of its Vision2030 growth strategy.