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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.
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.
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