Logotype for Plato Income Maximiser Limited

Plato Income Maximiser (PL8) investor relations material

Plato Income Maximiser H2 2025 earnings summary

Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
Logotype for Plato Income Maximiser Limited
H2 2025 earnings summary29 Aug, 2025

Executive summary

  • Achieved FY25 operating profit after tax of $83.6 million, up $17.7 million from the prior year, with a total portfolio return of 15.5% after fees, outperforming the benchmark by 0.4%.

  • Maintained monthly fully franked dividends of 6.6¢ per share, with a consistent track record since inception and a 7.5% annualised distributed yield, 3.0% above the benchmark.

  • Net tangible assets (NTA) per share increased from $1.082 to $1.153 after dividends, with the latest NTA at $1.22, reflecting continued portfolio growth.

  • Outperformed the market in both total return and income since inception, with a long-term annualized return of 10.3% and income of 7.6%.

  • Share price has consistently traded at a premium to NTA since listing.

Financial highlights

  • Portfolio return of 15.5% after fees, including 7.5% distributed income, compared to the benchmark's 15.1% and 4.5% yield.

  • Excess total return of 0.4% and excess income of 3% over the index, with 1.2% of excess from franking credits.

  • NTA per share rose by 7.1¢ after paying out 6.6¢ in dividends, reaching $1.22 at 30 June 2025.

  • Share price has traded at a significant premium to NTA, reaching up to 20% in the current year.

  • Portfolio performance net of fees and costs was 15.5% for the year, with income return of 7.5%.

Outlook and guidance

  • Cautiously optimistic on dividend outlook, expecting interest rate cuts to support the Australian economy and dividend growth.

  • Dividend outlook for the next 12 months is about average, with 23% of companies expected to cut dividends, in line with historical trends.

  • Active fund management is emphasized as critical for delivering income and avoiding dividend traps.

  • Iron ore prices have stabilized, supporting resource sector earnings.

  • Dividend outlook for the Australian market remains within the normal range, with average probability of dividend cuts stable.

Partial view of Summaries dataset, powered by Quartr API
Research faster. Power your platform.

Next Plato Income Maximiser earnings date

Logotype for Plato Income Maximiser Limited
H1 20264 Mar, 2026
Your earnings 
season toolkit.
Download
Free on both iOS & Android.

Next Plato Income Maximiser earnings date

Logotype for Plato Income Maximiser Limited
H1 20264 Mar, 2026

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.

Research anytime, anywhere

Built for professionals. Loved by everyone. Try our free mobile app.

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.
App-store-avatar.png play-store-avatar.png
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.
play-store-avatar
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
App-store-avatar.png play-store-avatar.png
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.
App-store-avatar.png play-store-avatar.png
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.
play-store-avatar
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
App-store-avatar.png play-store-avatar.png
anuj283App Store
I can't remember the last time an app had such a positive impact on my investment process.
x-avatar
@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.
App-store-avatar.png play-store-avatar.png
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
x-avatar
@theshortbearx.com
I can't remember the last time an app had such a positive impact on my investment process.
x-avatar
@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.
App-store-avatar.png play-store-avatar.png
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
x-avatar
@theshortbearx.com

Frequently asked questions

Plato Income Maximiser Limited is an investment company focused on providing shareholders with high-yield income through dividends. Managed by Plato Investment Management, the company primarily invests in a diversified portfolio of Australian listed equities selected for their income-generating potential. The investment strategy aims to deliver regular income streams and franking credits, appealing to investors seeking tax-effective income solutions. Plato Income Maximiser Limited concentrates on maintaining consistent returns by targeting high-dividend stocks while also focusing on capital preservation. 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