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Investor Relations14 Oct 2025
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Perpetual Equity Investment (PIC) investor relations material
Perpetual Equity Investment H2 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.H2 2025 earnings summary24 Aug, 2025
Executive summary
Net profit after tax for FY25 was $21.7 million, down 23.9% year-over-year due to softer investment performance.
Fully franked final dividend of 4.0 cents per share declared, bringing total FY25 dividend to 8.0 cents per share, matching the prior year.
Annual dividend yield was 6.6% and grossed-up yield 9.4%, both significantly above the S&P/ASX 300 Accumulation Index yield.
Profit reserve stands at $67.8 million, providing 2.2 years of dividend coverage.
Board renewal included the appointment of a new independent director and a new co-portfolio manager.
Financial highlights
Net profit after tax: $21.7 million (down from $28.6 million in FY24).
Earnings per share: 5.69 cents (down from 7.53 cents in FY24).
Net tangible assets after tax: $1.248 per share, a decrease of 1.9% year-over-year.
Total investment income: $32.6 million (down from $43.6 million in FY24).
Management fees: $5.0 million; other expenses: $2.5 million.
Outlook and guidance
Portfolio managers see compelling long-term value opportunities despite near-term underperformance.
Focus remains on quality, value, and capital preservation amid market volatility and momentum-driven investing.
Dividend policy remains unchanged, with strong reserves supporting future payments.
What market factor most impacts PIC's value strategy?
What specific portfolio decisions hurt FY25 returns?
How did the new Management Agreement change fees?
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Next Perpetual Equity Investment earnings date
AGM 202530 Oct, 2025
Next Perpetual Equity Investment earnings date
AGM 202530 Oct, 2025
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Frequently asked questions
Perpetual Equity Investment Company Limited is an Australian investment company focused on providing shareholders with long-term capital growth and income through a diversified portfolio. The company invests primarily in Australian-listed equities and selectively in global stocks, aiming to generate returns through a mix of dividend income and capital appreciation. Managed by Perpetual Investment Management Limited, PIC employs a value-oriented approach, focusing on high-quality companies with strong fundamentals. The company is headquartered in Sydney, Australia, and its shares are listed on the ASX.
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