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Navigator Global Investments
Navigator Global Investments (NGI) investor relations material
Navigator Global Investments H1 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.H1 2026 earnings summary22 Feb, 2026
Executive summary
Adjusted EBITDA for H1 2026 was $48.2 million, up 17% year-over-year, with a margin of 45%.
Revenue for H1 2026 rose 17% to $108.3 million, with ownership-adjusted AUM reaching $29.0 billion, up 7% for the calendar year, driven by strong investment performance and new fund initiatives.
Diversified earnings base across 11 partner firms and 42 alternative investment strategies, with low correlation to global markets.
Performance fee revenue rose 23% to $39.0 million, and management fee revenue increased 7% to $46.7 million.
The sale of Bardin Hill was completed, impacting AUM and generating a gain and contingent consideration.
Financial highlights
Total revenue and income grew 20% to $198.2 million compared to H1 2025.
Adjusted NPAT rose 7% to $29.8 million, while statutory NPAT was a loss of $4.3 million due to negative fair value changes in financial assets.
Distributions from strategic investments increased 34% to $22.3 million.
Proforma Adjusted EPS increased 7% to 6.1 cents per share.
Net assets stable at $795.3 million as of December 2025.
Outlook and guidance
FY26 Adjusted EBITDA expected to be lower than FY25 due to anticipated lower investment performance in the NGI Strategic segment and timing of profit distributions.
Continued focus on measured, acquisitive growth and adding new partner firms to further diversify earnings.
NGI Strategic business is anticipated to deliver higher cash flows in H2 2026.
Continued growth in hedge fund products and strong performance fee revenue expected to drive future results.
The group remains focused on minority stake acquisitions to diversify and enhance revenue streams.
Describe the pipeline for new Partner Firms
Factors impacting NGI Strategic profit distributions
Specific strategies driving 2026 net inflow growth
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Next Navigator Global Investments earnings date
H2 202624 Aug, 2026
Navigator Global Investments
Next Navigator Global Investments earnings date
H2 202624 Aug, 2026
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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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