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Bell Financial Group (BFG) investor relations material
Bell Financial Group H1 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Executive summary
Net profit after tax for the half year was $21.7 million, up between 132.4% and 133.3% year-over-year, driven by strong market conditions and trading activity.
Revenue reached $165.6 million, a 36.4% increase compared to the prior corresponding period.
Record earnings per share of 6.8 cents, up 134.5% year-over-year, enabled a higher dividend payout.
Fully franked interim dividend of 5.0 cents per share declared, up from 3.0 cents in the prior interim period.
Five strategic priorities are delivering measurable business transformation, including product innovation and digital transformation.
Financial highlights
Revenue: $165.6 million (up from $121.5 million year-over-year); NPAT: $21.7 million (up from $9.3 million year-over-year).
Earnings per share increased 134.5% to 6.8¢; interim dividend up 66.7% to 5.0¢ per share.
Return on equity improved to 12.2%, up 112.8% year-over-year.
EBITDA margin rose to 20.1% from 12.8%; NPAT margin increased to 13.1% from 7.7%.
Funds under advice at $91.4b, a slight 0.8% decrease since December 2025, mainly due to lower Australian equity market values.
Outlook and guidance
Markets expected to remain volatile due to geopolitical tensions, inflation, and central bank policies.
Diversified business model and expansion into holistic wealth management are expected to support resiliency.
Ongoing development of digital client portals and assessment of strategic acquisition opportunities.
Planned launch of new model portfolios and digital applications in 2H26.
Directors report no matters or circumstances post-period end that may significantly affect future operations.
- Net profit surged 50.1% to $16.6 million on 18.3% higher revenue, with all segments growing.BFG
H1 2024 - Strong 2025 growth, higher dividends, and digital strategy drive future momentum.BFG
AGM 2026 presentation - Profit up 17.1% to $36m, with strong Platforms growth and higher dividends in FY25.BFG
H2 2025 - Net profit dropped 44% to $9.3M, but recurring revenue divisions showed strong growth.BFG
H1 2025 - Record FY2024 profit and revenue growth, with resilience amid early 2025 market volatility.BFG
AGM 2025 - Profit after tax up 26.4% and Funds Under Advice hit record $85.8bn in FY2024.BFG
H2 2024
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