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McMillan Shakespeare (MMS) investor relations material
McMillan Shakespeare H2 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.H2 2025 earnings summary28 Aug, 2025
Executive summary
Normalized UNPATA reached $103.2M for FY25, with group normalized revenue up 3% year-over-year and all segments contributing to growth and momentum in the second half.
Statutory net profit after tax increased 6.4% to $95.8M, while normalized UNPATA declined 4.1% due to significant investments in growth and productivity.
Shareholder returns remained strong with a 100% payout ratio of normalized UNPATA and an 8.3% dividend yield.
Strategic investments in digital, AI, and automation drove productivity, customer growth, and improved customer experience, with new platforms and apps launched.
Receivables increased to $503M, and Onboard Finance normalization concluded in FY25.
Financial highlights
Revenue reached $541.6M, up 3% year-over-year, with EBITDA margin at 31.2%.
Statutory NPAT from continuing operations increased 6.4% to $95.8M.
Nonrecurring costs totaled $6.1M, mainly for the Simply Stronger program and acquisitions.
Normalized ROCE reached 63.4%.
Onboard finance receivables grew 54.6% to $503M, supported by a $300M private placement.
Outlook and guidance
Entering FY26 with strong business momentum and a clear growth strategy.
Auto supply and used car values expected to remain stable; FBT exemption on battery EVs continues; cash rates anticipated to decrease as inflation moderates.
Customer growth across all segments expected, with benefits from strategic investments and removal of non-recurring costs.
Onboard Finance normalization completed, expected to be neutral to NPATA in FY26 and positive thereafter.
Continued disciplined investment in digital, automation, and customer experience.
Onboard Finance UNPATA impact beyond FY26?
PSS margin trend for FY26 given fee changes?
SME/corporate growth impact on GRS yields?
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Next McMillan Shakespeare earnings date
AGM 202516 Nov, 2025
Next McMillan Shakespeare earnings date
AGM 202516 Nov, 2025
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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.
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