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MFF Capital Investments (MFF) investor relations material
MFF Capital Investments H2 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.H2 2025 earnings summary14 Aug, 2025
Executive summary
Net assets grew from $412M in 2013 to $2.4B as of June 30, 2025, with a market capitalisation of $2.6B, reflecting a disciplined, long-term investment approach.
Portfolio now includes 24 global businesses, with $200M in cash and $700M in available debt capacity, providing significant capital flexibility.
Dividends increased 12.5% to $0.09 per share for 2025, totaling $0.17 fully franked for the year, with $201M in franking credits and $1.7B in profit reserves.
Strategic acquisition of Moddica/Montaka Global Investments and transition of core admin operations in-house to strengthen internal capabilities and succession planning.
Leadership team expanded with experienced hires, including new CFO and Chief Risk Officer, to support long-term growth.
Financial highlights
Net cash position improved from net debt last year to over $300M net cash currently.
Net profit after tax for FY25 was $432M, with total assets rising to $2.95B as of June 30, 2025.
Investments increased to over $3B, with $530M in investment sales and $137M in purchases during the year.
Post-tax net tangible assets per share rose to $4.167 from $3.574 year-over-year.
Dividend and interest income totaled $45.7M, with interest expenses of $6.6M, resulting in a run rate of ~$40M.
Outlook and guidance
Focus remains on patient, selective capital allocation and compounding shareholder wealth.
Commitment to consistent and moderately increasing fully franked dividends, supported by strong profit reserves and franking credits.
Adaptation and talent development are key priorities for the next 20 years, with a third business line being developed.
How will MFS scale Moddica Global Investments?
What's driving MFF's decision to exit Flutter?
Explain MFF's concept of return on luck.
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Next MFF Capital Investments earnings date
H1 202629 Jan, 2026
Next MFF Capital Investments earnings date
H1 202629 Jan, 2026
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Frequently asked questions
MFF Capital Investments Limited is an Australian investment management company that focuses on long-term capital appreciation through a portfolio of international equities. The company primarily invests in listed global businesses across various sectors, aiming to generate sustainable returns for its shareholders. MFF Capital’s investment strategy emphasizes value-based selection, targeting companies with robust financial positions and competitive market advantages. The portfolio is diversified across industries, including consumer goods, financials, and technology, among others, to manage risk and capitalize on global market opportunities. The company is headquartered in Sydney, Australia, and its shares are listed on the ASX.
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