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Australian Ethical Investment (AEF) investor relations material
Australian Ethical Investment H2 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
Executive summary
Achieved record FY25 results with underlying profit up 29% to $23.8M and net profit after tax up 68% to $19.9M, driven by organic growth, Altius acquisition, and disciplined cost management.
Funds under management (FUM) reached a record $13.94B, up 34% year-over-year, with 50 consecutive quarters of positive net flows.
Enhanced business platform through technology upgrades, key talent hires, and operational transitions to GROW Inc and State Street.
Brand awareness doubled to 22%, with multiple industry awards and top ratings for ethical and investment leadership.
Continued investment in technology, data, and talent to support growth and operational efficiency.
Financial highlights
Revenue increased 19% year-over-year to $119.4M, supported by 31% average FUM growth.
Operating expenses rose 14%, mainly from employee and fund-related costs, offset by cost savings from platform transitions.
Underlying cost-to-income ratio improved to 71.4% from 73.7% in FY24.
Dividend increased 56% year-over-year to $0.14 per share.
Five-year compound annual growth rate: FUM 28%, underlying profit 20%, revenue 19%.
Outlook and guidance
Expect continued FUM and revenue growth in FY26, supported by higher superannuation guarantee rates, investment performance, and member engagement initiatives.
Full-year benefits from cost-saving initiatives and platform enhancements anticipated, with further reinvestment in growth.
Revenue margin expected to moderate incrementally due to fee reductions, maintaining premium positioning.
Focus on leveraging AI and data analytics to optimize marketing and customer acquisition.
Medium-term opportunities include expanding fixed income, private markets, and international equities offerings.
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