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Bailador Technology Investments
Bailador Technology Investments (BTI) investor relations material
Bailador Technology Investments H1 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.H1 2026 earnings summary9 Feb, 2026
Executive summary
Interim dividend of 3.9c per share declared, up from 3.7c in HY25, with an 8.9% grossed-up dividend yield and 24.8c per share in cash dividends over the last 3 years.
Net profit after tax for the half year to 31 December 2025 was $23.2m, up from $17.5m in the prior period, driven by strong portfolio returns and significant valuation increases in key investments.
Major realisation included a $25m cash gain from SiteMinder, representing 25% of the position, at a price 62.8% above the June 2025 price, with an IRR of 36.9% and a 29.4x investment multiple.
Portfolio gain of 9.5% for HY26, driven by strong performance across investments.
Financial highlights
Portfolio revenue reached $673m, growing 42% over the last 12 months, with 85% recurring revenue and gross margin around 65%.
Gains on financial assets for the half year were $41.7m, up from $32.8m year-over-year.
Profit before income tax was $32.2m (vs $25.0m prior year); net profit after tax was $23.2m (vs $17.5m prior year).
Cash and cash equivalents increased to $27.7m from $14.9m at 30 June 2025.
14 full and partial cash realisations, all above carrying value, delivering a 3.5x multiple on invested capital and a 23.2% IRR.
Outlook and guidance
Ongoing commitment to pay fully franked dividends targeting 4% of pre-tax NTA per annum, with a dividend reinvestment plan in operation.
Additional $1.0–$1.5m investment committed to Rosterfy in H2FY26.
Portfolio positioned for continued growth, with strong recurring revenue and robust market tailwinds across sectors.
Future SiteMinder position management strategy?
Performance fee cash outflow timing and conditions?
Drivers for Level 3 valuation multiple ranges?
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Next Bailador Technology Investments earnings date
H2 202612 Aug, 2026
Bailador Technology Investments
Next Bailador Technology Investments earnings date
H2 202612 Aug, 2026
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Frequently asked questions
Bailador Technology Investments Limited is an investment company that focuses on growth-stage technology companies in Australia and New Zealand. The company primarily invests in businesses within the software, internet, mobile, and cloud sectors, aiming to support companies with scalable technology solutions. Bailador provides capital and strategic guidance to help its portfolio companies expand and realize long-term growth potential. Its investments are typically directed toward private companies that have established products and are positioned for significant market expansion. The company is headquartered in Sydney, Australia, and its shares are listed on the ASX.
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