Latest Strategic Portfolio News

Wesfarmers delivered a solid FY25 with revenue rising 3.4% to $45.7 billion and net profit after tax up 14.4%, driven by strong performances in Bunnings and Kmart. The company announced increased dividends and a proposed capital return, while navigating challenges in its lithium business and ongoing cost pressures.

Wesfarmers Limited reported a 14.4% rise in net profit for FY2025, driven by strong retail performances and strategic portfolio moves. The company also announced a fully-franked final dividend and a significant capital management distribution, signaling confidence amid economic headwinds.

Australian Unity Limited reported robust FY2025 financial results, driven by strategic acquisitions and ongoing transformation efforts, returning to profitability with a $26.6 million net profit. The company is poised to complete its multi-year transformation by year-end and focus on growth amid rising demand for aged care and health services.

Australian Unity Limited reports a strong FY2025 financial turnaround with $136.2 million Adjusted EBITDA, driven by a multi-year transformation program focused on portfolio reshaping and technology integration.

COG Financial Services reported a slight dip in net profit after tax but saw strong growth in its Novated Leasing segment, alongside strategic acquisitions and a steady dividend.

Pioneer Credit Limited has reported a significant turnaround in FY25, posting a net profit after tax of $6.7 million compared to a loss of $10 million the previous year, supported by improved operational efficiency and strengthened debt facilities.

Eildon Capital Group reported a $5.7 million net loss in FY25, weighed down by $8 million in one-off charges, while simplifying its portfolio and entering a new joint venture in North Queensland.

Tribeca Global Natural Resources Limited (ASX – TGF) has declared a fully franked 5-cent dividend for FY25 alongside a 10% on-market buyback, while delivering returns that outpaced major natural resource indices. The company’s portfolio is well positioned to benefit from rising strategic demand for critical and precious metals amid evolving global market dynamics.

Kelsian Group Limited reported a solid 10% increase in revenue for FY25, alongside operational growth and a maintained dividend policy, while advancing sustainability initiatives and strategic portfolio adjustments.

Pacific Current Group Limited reported a 3.3% decline in revenue and a 19% drop in underlying net profit after tax for FY25, alongside a major share buy-back and key portfolio restructurings.

Fortescue Ltd reported a solid FY25 with record iron ore shipments and a strong profit, while making significant strides in its decarbonisation agenda including renewable energy projects and green metal production.

Genesis Energy reported a robust FY25 with a 14% rise in normalised EBITDAF and a 29% jump in net profit, driven by strategic portfolio flexibility amid volatile energy markets. The company accelerated its Gen35 strategy, including key renewable projects and long-term capacity contracts to bolster New Zealand’s energy security.