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Navigator Global Investments (NGI) investor relations material
Navigator Global Investments H2 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.H2 2025 earnings summary25 Aug, 2025
Executive summary
Record earnings achieved with revenues up 18%, adjusted EBITDA up 26%, and statutory NPAT up 80% year-over-year as of 30 June 2025.
Assets under management (AUM) at partner firms reached over $84 billion, up 12% year-over-year, with 18 new product launches.
Diversified portfolio of 12 alternative asset managers and 46 investment strategies, with strong organic and inorganic growth, including new partnerships and acquisitions.
Statutory NPAT increased 80% year-over-year, driven by higher performance fees and strong investment performance across both business segments.
Dividend of $0.03 per share announced, with a review of dividend policy underway to optimize capital management.
Financial highlights
Adjusted EBITDA reached a record $113.6 million (USD 114 million), up 26% from FY 2024.
Statutory NPAT increased 80% and EPS rose 46% year-over-year.
Net asset value exceeded USD 794 million (AUD 1.2 billion), up 20% year-over-year.
Management and performance fee revenues both increased, with performance fees driven by strong investment results, especially at Lighthouse.
Dividend of $0.03 per share to be paid in September 2025.
Outlook and guidance
Expectation of continued growth in AUM and earnings, supported by new product launches and positive investment performance.
FY 2026 outlook anticipates higher net inflows, subject to market conditions, and ongoing diversification of partner firms.
Management targets one to two new partner firm investments per year, focusing on high-quality, growth-oriented alternative asset managers.
Strong operating net cash flow and flexible credit facility to fund additional investments.
Ongoing review of dividend policy to ensure optimal capital allocation during growth phase.
What drives the dividend policy review?
Assess YTD performance impact on future fees.
What are the key criteria for new Partner Firms?
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Next Navigator Global Investments earnings date
AGM 202513 Nov, 2025
Next Navigator Global Investments earnings date
AGM 202513 Nov, 2025
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Frequently asked questions
Navigator Global Investments Limited is an Australian-based asset management company that provides specialized investment solutions and services to institutional clients worldwide. Through its primary subsidiary, Lighthouse Investment Partners, Navigator offers a range of multi-strategy hedge fund solutions, customized portfolios, and alternative investment management services. The company's expertise spans asset allocation, risk management, and portfolio construction. The company is headquartered in Brisbane, Australia, and its shares are listed on the ASX.
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