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Investor Relations14 Oct 2025
Boost Your Earnings Season Strategy With Real‑Time Alerts
Quartr Pro provides real time alerts, trend analysis and live coverage, giving analysts and investors instant insights to act faster in earnings.
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.H2 2025 earnings summary28 Aug, 2025
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.
Outline FY26 pricing strategy for super and investments.
Detail specific plans for middle market growth.
What are future AI applications beyond marketing?
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Next Australian Ethical Investment earnings date
AGM 202511 Nov, 2025
Next Australian Ethical Investment earnings date
AGM 202511 Nov, 2025
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Eferix Drawings Google Play
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Frequently asked questions
Australian Ethical Investment Ltd. is a publicly owned investment manager. The firm provides its services to individuals and superannuation funds. It manages separate client-centered portfolios such as ethical share, ethical defensive, ethical balanced, ethical high growth, sustainable share fund and emerging markets impact funds. It also manages separate accounts for institutions. Australian Ethical Investment Ltd. was founded in 1986
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