)
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.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.
- Revenue up 31%, EBITDA up 60%, and interim dividend increased 4% year-over-year.PFG
H1 2026 - Revenue up 21%, all resolutions passed, and growth targets set for FY26.PFG
AGM 2025 - Revenue up 21%, underlying EBITDA up 17%, and FUM up 58% on organic and acquisition growth.PFG
H2 2025 - Strong FY24 growth, successful acquisitions, and overwhelming support for all resolutions.PFG
AGM 2024 - Revenue up 21% and underlying EBITDA up 18%, with strong segment growth and acquisitions.PFG
H2 2024 - Acquisition expands consulting, boosts recurring revenue, and delivers strong synergies.PFG
M&A Announcement - Acquisition adds 3,300 high-net-worth clients, boosts recurring revenue, and accelerates growth.PFG
M&A Announcement - Revenue up 25% and EBITDA up 102%, driven by Wealth segment and successful acquisitions.PFG
H1 2025
Next Prime Financial Group earnings date
Next Prime Financial Group earnings date
AI chat
Ask anything. Verify everything.
Ask across every event and document from public companies. Each answer links back to the exact line in the transcript, slide or filing it came from.Learn moreFind what matters
AI across all first-party IR material. Live calls, transcripts, slides, filings.)
Trust every finding
50m+ first-party documents. Every output traceable to its source.Automations
Zero in on what matters
Define the prompt once. It runs the moment a company publishes or on a schedule you set. Outputs map to the exact signals you choose.Learn more)
Event-triggered research
Runs when a company publishes new material. Trigger on the first published document for the earliest possible run, or wait for a specific one.)
Scheduled research
Runs on a recurring cadence you set. Daily, weekly, monthly, or quarterly, for aggregate reads across a period rather than a single event.Live audio & transcripts
Be first
Join any earnings call live in one click, with no manual registration. Follow the transcript as it happens and jump straight to the moments that matter.Learn more)
Live earnings calls
Join any call in one click. The audio keeps playing while you work elsewhere in Quartr.)
Live transcripts
Speaker-by-speaker, in real time. Searchable across every live and historical call.Quartr MCP connects your AI environment to 17K+ public companies
Quartr's AI stands out because it only pulls clean, first-party data from public companies. In investing, that's everything.
Jamie Ross
Investment Manager, GAM Investments
Research that used to take hours now takes seconds with Quartr Pro. Tracking shifts in tone or extracting tables, it's as simple as typing a query.
Tom O'Hara
Investment Director
Before Quartr we spent hours manually compiling insights through the peer earnings cycle. Now, these tasks are done faster, with greater precision.
Gregg Lampf
VP of Investor Relations
Being able to ask specific questions across years of transcripts and reports and instantly get verified answers is a game-changer.
Pontus Dackmo
CEO & Investment Manager
)
)
)
)