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Count (CUP) investor relations material

Count AGM 2025 Presentation summary

Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
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AGM 2025 Presentation summary9 Nov, 2025

Strategic vision and growth pillars

  • Aims to be the leading provider of integrated accounting and wealth services, focusing on client insights and future planning.

  • Strategic plan built on four pillars: expanding advice value chain, enhancing education and expertise, growing investment capability, and capitalizing on equity partnerships.

  • Success measured by advice margin, education market share, funds under management, return on capital, and people engagement.

  • Supported by enablers such as brand strategy, technology, risk management, and a strong operating model.

  • Emphasizes open-mindedness, bravery, and integrity in group behaviors.

Financial performance highlights

  • FY2025 statutory revenue rose 28% to $143.6M, with underlying EBITA up 67% to $27.7M.

  • Statutory EBITA increased 144% to $24.9M; statutory NPAT attributable surged 705% to $8.9M.

  • Underlying NPAT attributable grew 89% to $10.9M; underlying NPATA attributable up 84% to $14.7M.

  • FY2025 operational performance benefited from strategic acquisitions and cost synergies exceeding expectations.

  • Funds under management reached $3.9B and funds under advice $37.8B as of June 2025.

Recent trading and operational updates

  • FY2026 Q1 revenue increased 12.5% to $42.3M, with underlying EBITA up 12.7% to $7.6M (unaudited).

  • Growth driven by acquisitions, strong market movements, and higher equity partnership revenue.

  • Funds under advice rose to $40.0B and funds under management to $5.1B by September 2025.

  • Successfully transitioned $889M in Count Portfolios as of October 2025.

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Frequently asked questions

Count Limited is an Australian company providing financial advisory, accounting, and wealth management services. The company supports a network of professional accounting firms and financial advisors, offering them access to a range of tools, resources, and support services to assist with client financial planning, investment management, and tax advisory needs. Count Limited’s platform is designed to help advisors deliver comprehensive financial solutions tailored to individual and business clients. The company is headquartered in Sydney, Australia, and its shares are listed on the ASX.

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