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Edge16 Oct 2026
Winner, Winner: The Chicken McNugget Story
How a 1940s breeding contest, a Cornell food scientist, and a hedge by Ray Dalio helped McDonald's turn the Chicken McNugget into a fast-food icon.
Qualitas
Qualitas (QAL) investor relations material
Qualitas AGM 2026 summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.AGM 2026 summary13 Nov, 2026
Opening remarks and agenda
Hybrid AGM opened at 2:00 p.m. with a quorum; shareholders and proxies could participate in person or online, and resolutions were decided by poll.
Proceedings opened with an Acknowledgement of Country; agenda covered Chair and Managing Director addresses, formal business and shareholder questions.
Financial performance review
FY26 fee-earning FUM rose 36% to AUD 11.9bn; deployment reached a record AUD 6.5bn, up 42% YoY, with 72% from repeat borrowers.
Funds management revenue rose 27% to AUD 85.1m; net performance fee revenue increased 70% to AUD 13.7m, and funds management EBITDA margin reached 54.3%, versus 52.3% in FY25.
Normalized NPBT rose 20% to AUD 63.4m; normalized NPAT was AUD 44.3m, up 20%, and statutory NPAT was AUD 41.7m, up 25%.
Funds management EBITDA margin reached a record 54%, up 8 percentage points since FY23; core employee costs grew 17% against funds management revenue growth of 27%.
Normalized EBITDA margin was 52% versus 51% in FY25; excluding performance fees, it was 46% versus 47%, reflecting lower principal income and softer Arch Finance contribution.
Board and executive committee updates
No board composition changes occurred during FY26; Mary Ploughman, ARC Chair and Investment Committee member, retired by rotation and stood for re-election.
The board recommended voting for Ploughman's re-election; leadership appointments were made for Arch Finance, Income Equity and AI technology.
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Latest events from Qualitas
- Record deployment, margin expansion, and European growth drive strong FY27 outlook.QAL
H2 2026 - Proprietary AI drives efficiency and supports upgraded EBITDA margin targets above 60%.QALInvestor update
- European expansion via Starz acquisition secures immediate scale amid a €70bn funding gap.QALInvestor update
- Record $7.4bn pipeline and robust FUM growth highlight strong momentum and resilient earnings.QALInvestor presentation
- Record deployment and FUM growth drive 30% NPAT rise and strong FY26 outlook.QALH1 2026
- Record fee and margin growth drove 36% NPBT rise, with strong FY26 outlook and CRE momentum.QALH2 2025
- Record FY24 growth, strong FY25 outlook, and all AGM resolutions passed with high approval.QALAGM 2024
- Record capital inflow and deployment set up 26%–41% NPBT growth for FY25.QALH2 2024
- Record deployment and 41% FUM growth drove 30% NPAT rise and strong FY25 outlook.QALH1 2025
Next Qualitas earnings date
H1 202715 Feb, 2027
Qualitas
Next Qualitas earnings date
H1 202715 Feb, 2027
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Frequently asked questions
Qualitas Limited is an Australian company specializing as an alternative real estate investment manager. The company is focusing on delivering attractive risk-adjusted investments in real estate private credit and equity. The company's investment solutions cater to a broad range of clients, including institutional, wholesale, and retail investors. Its investment strategy emphasizes real estate private credit, opportunistic real estate private equity, income-producing commercial real estate, and build-to-rent residential projects. The company is headquartered in Australia, and its shares are listed on the ASX.