Latest Investor Day News

WAM Capital Limited’s July 2025 update reveals a robust net tangible asset position and a healthy interim dividend, underpinned by strong performances from key holdings ALS and HUB24.

Fletcher Building unveiled a comprehensive strategic review and FY25 outlook at its Investor Day, highlighting a focus on manufacturing and distribution alongside significant restructuring costs. The company targets a leaner operation with disciplined capital management and a net debt goal of NZD 400m to 900m.

Aurelia Metals has unveiled a robust growth strategy targeting around 40,000 tonnes of copper equivalent production by fiscal 2028, backed by a strong balance sheet and multiple development projects. The company is advancing key operations in the Cobar region while emphasizing operational discipline and sustainability.

KMD Brands reports mixed sales across its portfolio with a notable rebound in Kathmandu’s direct-to-consumer sales and robust online growth, while managing tariff uncertainties and margin pressures.

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.