Prime Financial Group
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Prime Financial Group (PFG) investor relations material

Prime Financial Group H2 2026 earnings summary

Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
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H2 2026 earnings summary26 Aug, 2026

Executive summary

  • Achieved revenue growth of 22% year-over-year to AUD 60.5 million, with recurring revenue rising to 85% of total revenue from 70% in the prior year.

  • Underlying EBITDA increased 18% to AUD 13.9 million, with margin stable at 24%.

  • Operating cash flow rose 47% to AUD 4.3 million, demonstrating improved earnings conversion.

  • Net profit after tax (NPAT) declined 15% to AUD 3.9 million, primarily due to a company tax rate increase from 25% to 30%.

  • Board declared a fully franked full-year dividend of AUD 0.0172 per share, up 4% year-over-year.

Financial highlights

  • Revenue per FTE rose 25% to AUD 276,000.

  • NPATA (adjusted for tax change) increased 22% to AUD 6.6 million.

  • Reported EPS declined 20% to 1.49 cps, but would have been 1.96 cps (up 5%) excluding the tax rate change.

  • Net assets increased to AUD 61.2 million; net debt rose to AUD 20.6 million, with debt to underlying EBITDA at 1.5x.

  • Funds under management reached AUD 1.9 billion.

Outlook and guidance

  • Targeting AUD 100 million revenue by FY 2028-2030, focusing on organic growth in wealth, SMSF, and accounting segments.

  • Continued emphasis on business simplification, operational efficiency, and technology enablement to drive margin improvement.

  • Organic growth to be driven by Wealth, Accounting, and SMSF services, with selective acquisitions planned.

  • No formal FY 2027 guidance provided, but management remains confident in achieving set milestones.

  • FY27 expected to support future margin improvement and operating leverage.

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Frequently asked questions

Prime Financial Group Limited is an Australia-based company providing integrated financial services. The company specializes in wealth management, accounting, and business advisory services for individuals and small to medium-sized enterprises (SMEs). Its offerings include financial planning, investment advice, tax and accounting solutions, and strategic business consulting. The company is headquartered in Melbourne, Australia, and its shares are listed on the ASX.