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Future Generation Australia Limited (FGX) investor relations material
Future Generation Australia Limited H1 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.H1 2025 earnings summary9 Sep, 2025
Executive summary
Achieved strong investment performance despite challenging market conditions, with a 4.9% portfolio increase in July and 11.3% over 12 months, outperforming key indices.
Reported operating profit before tax of $19.0 million and after tax of $13.3 million for the half year ended 30 June 2025, down from $29.6 million and $23.3 million respectively in HY2024.
Increased fully franked dividend for the 10th consecutive year, with a 5.5% yield (7.9% grossed up), reflecting board confidence in the investment strategy.
Undertook a comprehensive review of philanthropic strategy, shifting focus to support vulnerable children aged 0–14, with 11 new social impact partners selected from 329 applicants.
Social impact investment of $5.7 million to be made in 2025, bringing total since inception to $49.0 million.
Financial highlights
Annualised fully franked interim dividend of 7.2 cents per share for FY2025, with a yield of 5.5% based on the 8 September 2025 share price of $1.315 per share.
Grossed-up dividend yield, including franking credits, stands at 7.9% based on a 30% tax rate.
12-month investment portfolio performance reported at +11.3% before expenses, fees, and taxes as of 31 July 2025.
Profit after tax was $13.3 million (HY2024: $23.3 million); basic and diluted EPS was 3.26 cents (HY2024: 5.73 cents).
NTA before tax at 30 June 2025 was $1.39 per share (Dec 2024: $1.40); after tax, $1.34 per share (Dec 2024: $1.34).
Outlook and guidance
Board declared an increased fully franked interim dividend of 3.6 cents per share, annualized yield of 5.9% (grossed-up 8.4%) on 30 June 2025 share price.
Company maintains 5.8 years of dividend coverage based on profits reserve.
Portfolio is well positioned due to diversification, active management, and a strong investment committee.
Small and mid-cap stocks expected to continue outperforming large caps, with materials and quality industrials highlighted as key sectors.
Focus remains on capital growth and income through semi-annual franked dividends.
What drives small-cap outperformance in current market?
What is the main shift in philanthropic strategy?
What's the new normal for the IPO market?
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Next Future Generation Australia Limited earnings date
H2 202512 Mar, 2026
Next Future Generation Australia Limited earnings date
H2 202512 Mar, 2026
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Frequently asked questions
Future Generation Australia Limited is an Australia-based investment company that provides investors with diversified exposure to Australian equities. The company partners with select fund managers who manage a portfolio of Australian-listed securities across various sectors, aiming to deliver long-term capital growth and income. Future Generation Australia also operates with a philanthropic model, donating a portion of its investment returns to support Australian charities focused on youth mental health, education, and social inclusion. The company is headquartered in Sydney, Australia, and its shares are listed on the ASX.
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