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Australian United Investment Company
Australian United Investment Company (AUI) investor relations material
Australian United Investment Company AGM 2026 presentation summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.AGM 2026 presentation summary14 Oct, 2026
Investment approach and performance
Objectives: diversified quality Australian shares and a minority international portfolio, managed for medium- to long-term income and capital growth; reduce risk and sustain fully franked dividends when possible.
Over 25 years to June 2026, $10,000 in NTA accumulation grew to $76,605, versus $70,714 in ASX200 accumulation.
Dividends
Dividend growth rate was 4.1% excluding special dividends.
Intention announced 20 August 2026 to declare an annual special dividend of 8 cents per share in each of the next three years, subject to unforeseen circumstances.
From FY2027, payments shift from half-yearly to quarterly; indicative fully franked amounts are 9 cents for each of the first three quarters and 10 cents ordinary plus 8 cents special for the June quarter, subject to Board approval.
Merger and portfolio
DUI merger implemented 30 April 2026; portfolio value $3.1bn, market capitalisation $2.6bn and international portfolio 10.5% at 30 September 2026.
Stated merger benefits included increased scale, lower operating costs, diversification, higher post-tax NTA and improved liquidity.
At 30 September 2026, allocations included banks and financials 30.7%, mining and energy 21.5%, consumer and communications 13.7%, and international 10.5%.
FY26 acquisitions included Dexus and TPG Telecom; additions included Macquarie, Northern Star and Origin Energy. Since June, additions included ResMed, Stockland and TPG Telecom.
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Latest events from Australian United Investment Company
- Profit after tax surged to $220.4 million, with strong NTA growth and expanded portfolio scale.AUI
H2 2026 - Shareholders approved a merger to form a $3B diversified investment company with cost savings.AUIEGM 2026 presentation
- Profit after tax declined 12.9% as the portfolio outperformed the ASX 200, with steady dividends forecast.AUIH2 2024
- Profit rose to $49.9M, EPS reached 40.2c, and pre-tax NTA per share climbed to $12.98.AUIH2 2025
- Profit after tax rose 7% to $27.3M, with a stable dividend and a major merger pending.AUIH1 2026
- Strong financial results, portfolio activity, and all resolutions passed with high approval.AUIAGM 2025 Presentation
- Profit and NTA per share rose, but management adopts a cautious outlook amid high market valuations.AUIH1 2025
Next Australian United Investment Company earnings date
H1 202717 Feb, 2027
Australian United Investment Company
Next Australian United Investment Company earnings date
H1 202717 Feb, 2027
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Frequently asked questions
Australian United Investment Company Limited is an investment company focused on managing a diversified portfolio of Australian and international equities. The company seeks long-term capital growth and income generation by investing in a range of sectors through publicly listed stocks. AUI's portfolio strategy emphasizes steady income through dividends, aiming to provide consistent returns to its shareholders. Its investment approach prioritizes stability and quality, targeting assets with growth potential and sustainable yields. Australian United Investment Company Limited is headquartered in Melbourne, Australia, and its shares are listed on the ASX.