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Perpetual (PPT) investor relations material
Perpetual H2 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.H2 2025 earnings summary28 Aug, 2025
Executive summary
Operating revenue rose 3% year-over-year to $1,373M, driven by growth across all business lines.
Underlying profit after tax fell 1% to $204.1M, with a statutory net loss after tax of $58.2M due to a $134.6M impairment in the JO Hambro boutique.
A new group strategy was announced, focusing on simplification, operational excellence, and growth investment.
Internal separation of businesses advanced, enhancing autonomy and delivering cost savings ahead of target.
Resilience shown during corporate and strategic uncertainty, with continued investment in Corporate Trust and Wealth Management.
Financial highlights
Performance fees increased to $34.3M, now 3% of top-line revenue, mainly from Pendle and JO Hambro boutiques.
Total expenses rose 4% to $1,093.9M, at the upper end of guidance.
Diluted EPS on UPAT was 180.8 cps, down 1% year-over-year.
Final dividend declared at $0.54 per share, unfranked, with a 65% payout ratio for the year.
Statutory net loss after tax improved to $(58.2)M from $(472.2)M.
Outlook and guidance
FY26 priorities include further simplification, cost reduction, strengthening the balance sheet, and targeted investment in new products and capabilities.
Expense growth for FY26 is expected to temper to 2–3%, with FX, interest rates, and variable remuneration as key variables.
Cost savings target remains $70–80M, with $44M already realized and guidance for program costs reduced to ~$55M.
Dividends are expected to remain unfranked through FY26.
Continued focus on simplification, cost discipline, and potential sale of Wealth Management business.
What drives FY26 Simplification cost savings?
JO Hambro turnaround strategy
Reason for unfranked FY26 dividends?
What is the strategy to restore J O Hambro's strength?
Clarify Wealth Management sale commitment.
How will client money retention be improved?
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AGM 202523 Oct, 2025
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Frequently asked questions
Perpetual Limited is a diversified financial services company based in Australia, primarily involved in asset management, wealth management, and trustee services. The company operates through several key segments: Asset Management, Wealth Management, Corporate Trust, and Group Support Services. In its Asset Management division, Perpetual runs a global multi-boutique asset management business, offering specialized investment capabilities through various boutique brands worldwide. The Wealth Management division provides a mixture of wealth management, advisory, and trustee services to individuals, families, businesses, and not-for-profit organizations across Australia. Perpetual's Corporate Trust division offers fiduciary and digital solutions to the banking and financial services industry in Australia and Singapore, supported by Group Support Services which include corporate affairs, finance, and marketing. The company is headquartered in Sydney, New South Wales, and its shares are listed on the Australian Securities Exchange.
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