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Edge16 Oct 2026
Winner, Winner: The Chicken McNugget Story
How a 1940s breeding contest, a Cornell food scientist, and a hedge by Ray Dalio helped McDonald's turn the Chicken McNugget into a fast-food icon.
McMillan Shakespeare
McMillan Shakespeare (MMS) investor relations material
McMillan Shakespeare AGM 2026 summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.AGM 2026 summary22 Oct, 2026
Opening remarks and agenda
AGM opened in Melbourne with a quorum; notice of meeting was distributed on 18 September 2026.
Traditional Owners were acknowledged; Chair’s address covered FY26 performance, shareholder returns, sustainability and board succession, while the CEO addressed execution, Q1FY27 trading and FY27 outlook.
Meeting business included FY26 reports, the remuneration report, director elections and approvals for CEO incentive rights.
Financial performance review
FY26 revenue was $602.1m, up 6.8%; expenses rose 2.8%, EBITDA increased 14.1% to $180.7m, and operating margin expanded 250 bps to 41.5%.
Record underlying NPATA/UNPATA was $107.9m, up 13.8%; statutory NPAT rose 11.4% to $106.7m. Underlying EPS was $1.55, up 13.8%, and ROCE was 62.1%, up 83 bps.
FY26 customer counts: salary packages 402,000 (+7.1%), novated leases 90,000 (+13.5%), fleet units ~16,000 (+3.3%) and Plan and Support Services customers 44,000 (+3%).
Onboard Finance receivables reached $587m, supporting funding diversification and recurring income; underlying cash conversion was 111%, with no funding maturities due in the next 12 months.
Q1FY27 novated sales rose 14% PCP; novated leases grew 17.5% to 95,000, salary packages 6.8%, Plan and Support Services customers 2.7% to 44,100, and fleet units 1.7% to 15,500.
Board and executive committee updates
Andrew Moore joined the board in September and stood for election; his experience includes senior roles at GE Capital, St. George Bank, Westpac and Spaceship, with expertise in digital transformation and financial services.
Moore was invited to join the Audit, Risk and Compliance Committee; the board recommended shareholders vote for his election.
Ross Chessari retired after more than 22 years of board service; the Chair and CEO acknowledged his contribution.
Kathy Parsons stood for re-election, highlighting financial reporting oversight, risk and compliance systems, and continuous improvement; the board, excluding Parsons, recommended her re-election.
Helen Kurincic served as Board Chair and Rob De Luca as CEO and Managing Director.
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Latest events from McMillan Shakespeare
- Record profit, strong growth, and robust outlook driven by digital and operational gains.MMS
H2 2026 - Novated lease sales and EV uptake drive growth amid strong financials and market opportunities.MMSInvestor presentation
- Revenue up 11.2%, NPAT up 9.7%, with 62c dividend and $10m buyback announced.MMSH1 2026
- Revenue up 3%, full dividend payout, and digital strategy drive positive outlook.MMSAGM 2025
- Revenue up 3% to $541.6M, strong digital gains, and positive FY2026 outlook.MMSH2 2025
- Strong FY24 growth, full dividend payout, and digital innovation with high shareholder support.MMSAGM 2024
- Double-digit profit and revenue growth fueled by EV demand, Oly launch, and robust segment results.MMSH2 2024
- Revenue up 7.9% to $276.8m, NPAT up to $45.2m, with higher 2HFY25 earnings expected.MMSH1 2025
Next McMillan Shakespeare earnings date
H1 202721 Feb, 2027
McMillan Shakespeare
Next McMillan Shakespeare earnings date
H1 202721 Feb, 2027
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Frequently asked questions
McMillan Shakespeare Limited is an Australia-based company that specializes in offering a range of financial and management services. These services include salary packaging, novated leasing, disability plan management and support co-ordination, as well as asset management. The company caters to its clients through three primary segments: Group Remuneration Services (GRS), Asset Management Services (AMS), and Plan and Support Services (PSS). The GRS segment deals with administrative services related to salary packaging and the facilitation of motor vehicle novated leases. AMS focuses on financing and managing services associated with motor vehicles, commercial vehicles, and equipment in Australia, New Zealand, and the United Kingdom. Meanwhile, PSS offers plan management and support coordination services to participants in the National Disability Insurance Scheme (NDIS). The company is headquartered in Melbourne, Australia, and its shares are listed on the ASX.