)

Generation Development Group (GDG) investor relations material
Generation Development Group H2 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
Executive summary
Achieved record growth across all business segments, with significant increases in revenue, profit, and funds under management year-over-year.
Completed full acquisitions of Lonsec and Evidentia, consolidating results and expanding managed accounts and research capabilities.
Strategic alliance with BlackRock established, including a $25 million investment, to accelerate growth in the lifetime annuity segment and expand product offerings.
Entered ASX 300 and subsequently ASX 200, attracting new investors and increasing market visibility.
Maintained leading market positions in investment bonds, managed accounts, and research, supported by product innovation.
Financial highlights
Revenue rose 191% to $141.3 million year-over-year, driven by acquisitions and organic growth.
Statutory NPAT increased to $38.2 million; underlying NPAT surged 170% to $30.2 million.
Generation Life revenue up 29% to $62.4 million; Lonsec revenue up 18% to $72.1 million.
Managed accounts FUM up 49% to $29.6 billion; investment bond FUM up 33% to $4.4 billion.
Full year dividend of 2cps, fully franked.
Outlook and guidance
Expecting continued strong growth in FY26, supported by legislative tailwinds and further investments.
Significant investment planned in FY26 to capitalize on Division 296 tax changes, especially in investment bonds.
Focus on leveraging BlackRock partnership and expanding product offerings and distribution.
Targeting 20-30% annual earnings growth over the next four to five years.
Continued pursuit of high-growth acquisitions and managed account sector expansion, with the market expected to more than double by 2030.
The essential earnings season companion
The #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.
Live calls and transcripts
Listen to earnings calls, CMDs, investor conferences, and more – with a podcast-like experience.
Find what you need faster
Search for any keyword across all transcripts simultaneously.
Easily store key findings
Capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Your watchlist. Your dashboard.
Follow the companies that matter to you. Get a personalized feed with real-time updates.
Be the first to know
Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned.
Consensus estimates
Access analyst consensus estimates, valuation multiples, and revenue segments splits.
All IR material in one place
The easiest way to stay updated during earnings season.
Global coverage
All events from public companies. Live and recorded.
Just click and listen
No webcast links. No manual registrations.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
)
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
)
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
)
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
)
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
)
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
)
I can't remember the last time an app had such a positive impact on my investment process.
)
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
)
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
)
I can't remember the last time an app had such a positive impact on my investment process.
)
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
)
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
)
)
)
)
Frequently asked questions
Mobile app: Research anytime, anywhere with the #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.
Desktop (Quartr Pro): The leading platform for qualitative research, used daily by top firms and financial institutions.
Quartr API: Build custom solutions powered by live earnings calls, live transcripts, filings and reports, slide presentations, and more.
Explore our global coverage