)
Visual24 Oct 2025
The rise of Alphabet
Pacific Current Group (PAC) investor relations material
Pacific Current Group H2 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.H2 2025 earnings summary26 Aug, 2025
Executive summary
Completed a major off-market share buyback, reducing share count by over 42% and returning AUD $265M to shareholders at $12 per share, enhancing capital flexibility.
Statutory net profit was $58.2M, down from $110M last year, with underlying net profit also declining due to asset disposals.
Declared a final unfranked dividend of $0.28 per share, bringing the total FY25 dividend to $0.43, up 13% year-over-year.
Achieved nearly 60% reduction in corporate costs, supporting improved capital efficiency.
Major asset realisations included exits from Banner Oak, Carlisle, Victory Park Capital, and Nereus.
Financial highlights
Management fee revenue fell 57.6% year-over-year due to asset realizations.
Underlying EBITDA was A$24.0M, down from A$41.6M year-over-year.
Fair value net asset value per share increased to $15.51, up over 15% from $13.47 last year, exceeding statutory NAV by $0.76.
Cash and short-term deposits decreased to $137.9M from $317.7M due to the share buyback.
Interest income rose to $15.1M due to higher cash balances post-asset sales.
Outlook and guidance
Focus for FY26 includes accelerating growth with boutique partners, unlocking shareholder value, and optimizing capital structure.
Continued disciplined cost management and prioritisation of debt reduction.
Plans to enhance organizational efficiency and review external investment management arrangement.
Capital initiatives to enhance returns and optimise capital structure.
Assumes flat equity markets and stable currency; growth expectations based on likely boutique allocations through FY26.
What is the preferred investment type for new capital?
Board's view on US debt facility repayment?
Intentions for listed stock holdings?
Partial view of Summaries dataset, powered by Quartr API
Research faster. Power your platform.
Next Pacific Current Group earnings date
AGM 202513 Nov, 2025
Next Pacific Current Group earnings date
AGM 202513 Nov, 2025
The essential earnings season companion
The #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.
Live calls and transcripts
Listen to earnings calls, CMDs, investor conferences, and more – with a podcast-like experience.
Find what you need faster
Search for any keyword across all transcripts simultaneously.
Easily store key findings
Capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Your watchlist. Your dashboard.
Follow the companies that matter to you. Get a personalized feed with real-time updates.
Be the first to know
Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned.
Consensus estimates
Access analyst consensus estimates, valuation multiples, and revenue segments splits.
All IR material in one place
The easiest way to stay updated during earnings season.
Global coverage
All events from public companies. Live and recorded.
Just click and listen
No webcast links. No manual registrations.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
)
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
)
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
I can't remember the last time an app had such a positive impact on my investment process.
)
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
I can't remember the last time an app had such a positive impact on my investment process.
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
)
)
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.
Quartr provides global coverage of all investor relation material from public companies.
Mobile app: Research anytime, anywhere with the #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.
Desktop (Quartr Pro): The leading platform for qualitative research, used daily by top firms and financial institutions.
Quartr API: Build custom solutions powered by live earnings calls, live transcripts, filings and reports, slide presentations, and more.
Yes, the Quartr mobile app is free on both iOS and Android.
Yes. Quartr provides global, industry-leading live coverage of company events such as regular earnings calls, capital markets days, M&A announcements, and investor conferences. Live with zero delays. Just click and listen.
Yes, capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Yes. Follow the companies that matter to you. Get a personalized feed with real-time updates, a tailored earnings calendar, and instant alerts when earnings calls go live.
Yes. Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned, regardless of who's talking.
Explore our global coverage