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Edge16 Oct 2026
Winner, Winner: The Chicken McNugget Story
How a 1940s breeding contest, a Cornell food scientist, and a hedge by Ray Dalio helped McDonald's turn the Chicken McNugget into a fast-food icon.
Pacific Current Group
Pacific Current Group (PAC) investor relations material
Pacific Current Group AGM 2026 presentation summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.AGM 2026 presentation summary11 Nov, 2026
FY26 financial performance
Underlying income A$25.1m, down 48% YoY; boutique income fell 72% to A$7.1m, while interest income of A$16.8m made up 67% of underlying income.
Underlying NPAT A$14.8m, down 43%; EPS 50.2 cents vs 55.8 cents, supported by 36.8% fewer weighted average shares.
Overheads fell 41% to A$9.4m; interest income covered corporate overheads 3.1x, and debt repayment removed A$4.0m of net interest expense.
FY26 dividends A$0.48 per share, partially franked, up 12% YoY.
Fair value NAV A$16.18 per share, up 4%; statutory NAV A$13.96 per share.
Portfolio and capital allocation
A$35.8m of strategic realisations: Janus Henderson A$13.9m, Abacus A$11.4m, Victory Park Capital A$7.7m and Aether A$2.6m.
Repaid A$62.2m senior secured debt in Oct 2025, eliminating financial debt; repurchased 2.2m shares during FY26.
Committed A$42.1m across secured facilities to a Roc Partners affiliate, NLAA and IFP at 10–11% p.a.; A$14.6m drawn at 30 June 2026.
Sold remaining Abacus shares after 30 June; continued to hold Abacus bonds. Boutique FUM was A$26.4b at 30 September 2026, broadly unchanged since year-end.
Shareholder value
Total shareholder return was 10.4% in FY26 and 18.4% p.a. over five years, vs 6.1% and 7.8% p.a. for the S&P/ASX 200 Accumulation Index.
At 30 June 2026, fair value-adjusted NAV exceeded statutory NAV by A$2.22 per share, or 16%; fair value estimates can be affected by currency fluctuations.
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Latest events from Pacific Current Group
- Underlying NPAT dropped 43%, dividends rose 12%, and a strategic review was launched.PAC
H2 2026 - Underlying NPAT dropped 56% to A$6.7m as FUM fell and balance sheet flexibility improved.PACH1 2026
- Profits fell, NAV and dividends rose, with major buy-backs, cost cuts, and leadership changes.PACAGM 2025
- NPAT fell on asset sales, but buy-back, higher dividends, and liquidity boosted NAV per share.PACH2 2025
- Transformational year with profit growth, asset sales, and a major share buyback underway.PACAGM 2024
- Strong profit growth, major asset sales, and a large buyback drive FY24 transformation.PACH2 2024
- Statutory NPAT soared to A$100.3m as asset sales and a A$300m buy-back boosted returns.PACH1 2025
Next Pacific Current Group earnings date
H1 202722 Feb, 2027
Pacific Current Group
Next Pacific Current Group earnings date
H1 202722 Feb, 2027
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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.