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Computershare H2 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.H2 2025 earnings summary12 Aug, 2025
Executive summary
Management EPS rose 15% to 135¢ per share, in line with upgraded guidance and reflecting a focus on higher quality, capital-light operations.
Revenue increased 4.4% year-over-year to $3.1bn, driven by recurring client-paid fees and event/transaction revenues.
Return on Invested Capital reached 35.8%, up 50bps, and a final dividend of 48cps (AUD) was declared, up 14.3%.
Strategic divestment of US mortgage services and capital recycling supported long-term growth trends.
All three core businesses—issuer services, corporate trust, and employee share plans—delivered revenue and earnings growth.
Financial highlights
Management EBIT XMI rose over 17% to $412M, with EBIT margin at 17.5%, up 150bps.
Margin income was $759M, slightly ahead of expectations but down 2.8% year-over-year.
Management net profit after tax increased 11.6% to $793.8M; statutory earnings up 72% to $607M, driven by lower impairments and management adjustments.
EBIT XMI margin expanded to 17.5%, up 150 basis points.
Cash conversion rate improved from 56% to 66% of management EBITDA; free cash flow excluding SLS advances was $780.1M.
Outlook and guidance
FY26 management EPS guidance is ~$1.40 per share, up ~4%.
EBIT XMI expected to grow 5% in FY26, with margin income forecast to decline ~5% due to lower rates.
Corporate trust anticipated to be the fastest-growing segment; optionality exists for further recovery in event/transaction businesses.
Lower interest rates will reduce debt funding costs, saving ~$0.05 per share in FY26.
Conservative guidance assumes flat client balances; potential upside if balances or corporate actions improve.
Explain the increased 'cost to achieve' savings?
What drives the non-exposed MI yield decline?
What is the UK mortgage services exit strategy?
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Next Computershare earnings date
AGM 202512 Nov, 2025
Next Computershare earnings date
AGM 202512 Nov, 2025
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Computershare Limited is an Australia-based company that provides share registry, corporate trust, and financial services. The company offers services in equity administration, proxy solicitation, stakeholder communications, and transaction processing for public and private companies. Computershare Limited is headquartered in Melbourne, Australia, and its shares are listed on the ASX.
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