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Pacific Current Group
Pacific Current Group (PAC) investor relations material
Pacific Current Group H1 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.H1 2026 earnings summary23 Feb, 2026
Executive summary
Underlying NPAT for the six months ended December 31, 2025, was AUD 6.7 million, down 56% year-over-year, mainly due to lower distributions, management and interest income, partially offset by reduced interest expense and corporate costs.
Statutory profit declined by AUD 11.7 million, with a reported net loss before tax of $20.2M, mainly due to non-cash and infrequent items and fair value adjustments.
Interim dividend of AUD 0.20 per share, fully franked, was declared, up from AUD 0.15 per share (unfranked) in the prior year, with a record date of March 5, 2026.
Portfolio repositioning included partial sale of Victory Park Capital, full exit from Janus Henderson Group, and new growth capital deployment.
Senior secured debt facility of $64.3M was fully repaid, eliminating financial debt and strengthening the balance sheet.
Financial highlights
Underlying NPAT was AUD 6.7 million, impacted by lower distributions, management and interest income, and higher cash weighting.
Fair value NAV per share rose to AUD 16.34, up 14% year-over-year, exceeding statutory NAV by AUD 2.42 per share.
Corporate costs reduced by 31% compared to the prior period due to cost management initiatives.
Interim dividend declared at AUD 0.20 per share, fully franked.
Cash and short-term deposits increased to AUD 152.3 million, reflecting asset sales and debt repayment.
Outlook and guidance
Management expects to maintain strong momentum, focusing on disciplined execution, growth initiatives, cost discipline, and targeted capital actions.
Five key initiatives: accelerate growth, unlock shareholder value, control costs, strengthen balance sheet, and enhance organizational efficiency.
Growth expectations assume flat equity markets and stable currency; new allocations to boutiques are uncertain in timing and amount.
Future capital deployment strategy for cash
Boutique distribution decline reversal plan
Fair value NAV vs statutory NAV gap sustainability?
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Next Pacific Current Group earnings date
H2 202627 Aug, 2026
Pacific Current Group
Next Pacific Current Group earnings date
H2 202627 Aug, 2026
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Frequently asked questions
Pacific Current Group Limited is an Australian-based investment management company that partners with and invests in specialist asset management firms globally. The company provides strategic capital and operational support to its portfolio of boutique asset managers across diverse investment strategies, including equities, alternative assets, and fixed income. Pacific Current Group’s approach involves long-term partnerships that enable asset managers to grow and enhance their operational capabilities, benefiting from Pacific Current's expertise in business development and industry networks. The company is headquartered in Sydney, Australia, and its shares are listed on the ASX.
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