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Djerriwarrh Investments (DJW) investor relations material
Djerriwarrh Investments H2 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
Executive summary
Net operating result rose to $40.8M, with per share result at 15.50¢, and fully franked dividend per share increased to 15.5¢, up from 15.25¢.
Achieved a 6.5% dividend yield (grossed up for franking credits) versus the market's 4.2%, and a 7.3% yield on share price due to trading at a discount to NTA.
Total return for the year was 7.8%, lagging the market's 15.1%, attributed to defensive positioning and option strategy.
Management expense ratio increased to 0.47% from 0.42%, mainly due to lower gearing.
Portfolio underperformed the ASX 200, mainly due to underweighting CBA and overweighting CSL, but positive contributions came from Telstra and Newmont.
Financial highlights
Net operating result rose to $40.8M from $40.3M, excluding open options positions.
Dividend income fell 4% to $34.7M, offset by a 1% increase in option income to $16.7M and higher deposit income.
Total dividends for the year increased to 15.5¢ per share, fully covered by net operating profit.
Net tangible assets per share at June 30 was $3.40; share price was $3.03, a 7% discount.
Operating earnings per share reached 15.50¢, with net profit after tax at $39.2M.
Outlook and guidance
Market viewed as expensive on valuation metrics; portfolio remains defensively positioned with significant capacity to invest on market pullbacks.
Expectation of solid fully franked dividend income from major miners and ability to maintain or grow dividends depends on finding quality companies at attractive prices.
Option income for the next year is well positioned, with flexibility to write more as opportunities arise.
Focus remains on a diversified portfolio of high-quality companies for long-term income and growth.
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