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AUB Group Limited (AUB) investor relations material
AUB Group Limited H2 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.H2 2025 earnings summary26 Aug, 2025
Executive summary
Underlying net profit after tax grew 17.1% to $200.2M, exceeding guidance, driven by organic growth and acquisitions, with 6,000 staff in nearly 600 locations and $11B in premiums placed across 20 countries.
Revenue increased 12.7% to $1.5B, with margin expansion across all divisions.
Completed 19 investments, including key acquisitions in Pacific Indemnity, Momentum, and Movo, significantly expanding UK retail scale.
Strong performance in BizCover and Agencies, with profit before tax up 26.8% and 30% respectively.
Portfolio optimisation in Australian Broking led to a 37.8% EBIT margin.
Financial highlights
Underlying net profit after tax rose 17.1% to $200.2M; revenue up 12.7% to $1.5B.
EBIT margin expanded to 34.7%, up from 26.9% in FY19; underlying EPS up 9.5% to $171.8 per share.
Dividend per share increased 15.2% to $0.91, maintaining a 50-70% payout ratio.
Organic NPAT growth was 11.9%, with 12.1% from acquisitions; FX headwinds and bonus realignment at Tyzers partially offset gains.
Four-year CAGR in underlying net profit after tax and EPS at 32% and 18.8%, respectively.
Outlook and guidance
FY26 underlying net profit after tax guidance of $215M–$227M, representing 7.4%–13.4% year-on-year growth.
Earnings per share expected between $184.41 and $194.7.
Medium-term margin targets remain on track, with further upgrades possible.
Priorities include portfolio optimisation, technology delivery, and international expansion.
Forecasts include only highly likely acquisitions; assumptions factor in FX and interest rate changes.
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Next AUB Group Limited earnings date
H1 202623 Feb, 2026
Next AUB Group Limited earnings date
H1 202623 Feb, 2026
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Frequently asked questions
AUB Group Limited is an Australian company recognized as a key player in the insurance industry, specializing in both retail and wholesale insurance brokerage, as well as underwriting agency services. It operates under different segments, including Australian Broking, New Zealand Broking, Agencies, and Tysers, catering to diverse insurance needs across these markets. The company is headquartered in North Sydney, New South Wales, and its shares are listed on the Australian Securities Exchange.
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