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Count (CUP) investor relations material
Count Trading update summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Strategic equity partnership
Binding agreement for a 30% stake in Brisbane-based Apiary, which generated $3.5m revenue in FY2026; completion expected 1 December 2026, subject to customary conditions including ACCC approval.
Apiary principals Scott McDonald and Craig Dobbs will retain 70% and plan to grow the business, including through tuck-in acquisitions; partnership offers capital and strategic support, with scope to expand financial planning across its accounting client base.
FY2027 Q1 trading
Unaudited, pre-tax statutory revenue was $52.1m, up 23.2% YoY from $42.3m in FY2026 Q1.
Underlying EBITA was $12.7m, up 66.6% YoY; underlying EBITA margin rose to 24.5% from 18.1%.
Performance reflected FY2026 carry-over work in the Equity Partnership segment and strong actuarial consulting revenue.
FUM reached $6.7bn at 30 September 2026, up 31.3% YoY, reflecting client growth, net inflows and market movements.
Oracle Group, rebranded Count Wealth, integration progressed as planned; targeted annualised cost synergies increased to $1.25m within 24 months post-completion. Four FY2027 acquisitions completed to date, including Count Wealth and Tailored Lifetime Solutions.
- Record revenue, profit, and FUM growth, with Oracle acquisition boosting future prospects.CUP
H2 2026 - $72.2m deal expands adviser network, boosts scale, and targets EPS accretion and cost synergies.CUP
M&A announcement - Revenue up 12%, net profit after tax up 133%, and FUM surged 49% with higher dividends.CUP
H1 2026 - Double-digit growth in revenue and profits, record funds, and active M&A mark a standout year.CUP
AGM 2025 Presentation - Record revenue, profit, and FUM growth, with strong M&A, cost synergies, and higher dividends.CUP
H2 2025 - Revenue and earnings surged in FY2024, fueled by acquisitions and the Diverger integration.CUP
H2 2024 - Revenue up 54%, profit up 541%, and six acquisitions fueled strong half-year growth.CUP
H1 2025
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