Latest Macroeconomic Environment News

Michael Hill International delivered a landmark FY26 with record revenue of AU$655.7 million, a 57% jump in comparable EBIT, and reinstated dividends after a strategic turnaround.

KKR Credit Income Fund has released the audited financial statements for its core investments as of December 31, 2025, revealing mixed returns and ongoing portfolio adjustments across multiple funds.

Regal Partners surged to a 258% jump in statutory profit and 21% growth in funds under management, declaring a fully franked 12 cent interim dividend.

Accent Group posted a statutory loss for FY26 driven by a significant goodwill impairment, while reaffirming its 2030 growth ambitions and urging shareholders to reject Frasers Group's takeover offer.

NAOS Emerging Opportunities Company Limited (ASX: NCC) delivered a robust FY26 with a 2416% surge in after-tax profit and an 18.7% portfolio return, outperforming the benchmark by over 10%. The company raised its fully franked dividend by 5%, signaling confidence amid a challenging market.

Boom Logistics reported a 38% rise in operating net profit after tax to $12.8 million on 2% revenue growth to $271 million, underpinned by contract wins and disciplined capital management.

Judo Bank posted a 34% rise in profit before tax to $168 million for FY26, driven by robust loan book growth and operating leverage, despite increased impairment expenses.

IPD Group reported record FY26 results, driven by robust data centre expansion and the Platinum Cables acquisition, delivering earnings above guidance and declaring a higher dividend.

Helia Group’s half-year profit fell 25% to $100 million, hit by lower premiums and investment income. The insurer declared a combined 43 cents per share dividend and launched a $75 million share buy-back.

Sandfire Resources capped FY26 with a 38% jump in quarterly copper equivalent output, record financials, and a strong FY27 production outlook.

BHP delivered record iron ore volumes and stable copper production of around 2 million tonnes in FY26, underpinned by disciplined cost control and a robust growth pipeline including the Ministers North project.

Pan African Resources PLC has delivered a 5.6% increase in gold production to 196,527 ounces for FY25, alongside a 60.5% jump in adjusted EBITDA to US$226.6 million. The group’s strategic acquisition of Tennant Mines in Australia and the early commissioning of the Mogale Tailings Retreatment operation mark significant milestones in its growth trajectory, underpinned by a robust sustainability and governance framework.