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Mirrabooka Investments
Mirrabooka Investments (MIR) investor relations material
Mirrabooka Investments H1 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.H1 2026 earnings summary3 Feb, 2026
Executive summary
Half-year profit rose to $8.9 million from $4.6 million year-over-year, driven by options, trading portfolios, and higher interest income post-rights issue.
Interim dividend maintained at 4.5 cents per share, fully franked and sourced from capital gains.
Portfolio value increased to $739 million from $668 million year-over-year, reflecting capital raising.
Portfolio performance lagged the benchmark, returning 1.2% for the year versus 22.5% for the benchmark.
Long-term investment philosophy remains unchanged, focusing on quality, resilient businesses with strong management.
Financial highlights
Management expense ratio (MER) decreased to 0.49% due to increased portfolio size.
Revenue from operating activities increased 42.9% to $8.9 million year-over-year.
Net asset backing per share before deferred tax was $3.27 at 31 December 2025.
Dividends and distributions received rose 26.6% year-over-year.
Portfolio delivered a 1.3% return for the half-year and 1.2% for the year to 31 December 2025.
Outlook and guidance
Management remains optimistic about long-term value opportunities, supported by a strong cash position and attractive valuations in the mid and small cap universe.
Expectation that resource cycles will remain volatile; focus remains on long-term value creation.
Key holdings, despite recent share price weakness, are expected to contribute positively over the medium to long term.
The investment opportunity set is improving, but caution is warranted due to buoyant market sentiment.
Current market conditions seen as an opportunity to re-enter growth companies at attractive valuations.
Why maintain current style despite underperformance?
How does AI risk impact REA and Carsales holdings?
What lessons learned from the CTM fraud incident?
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Next Mirrabooka Investments earnings date
H2 202616 Jul, 2026
Mirrabooka Investments
Next Mirrabooka Investments earnings date
H2 202616 Jul, 2026
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Frequently asked questions
Mirrabooka Investments Limited is an Australian investment company focused on managing a portfolio of small- to mid-cap Australian equities. The company’s investment strategy emphasizes long-term capital growth and income generation by investing in a diversified selection of stocks across various sectors, primarily in companies with growth potential outside of the large-cap range. Mirrabooka seeks to provide shareholders with access to emerging opportunities in the Australian market while maintaining a disciplined approach to portfolio management. The company is headquartered in Melbourne, Australia, and its shares are listed on the ASX.
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