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Qualitas Limited (QAL) investor relations material
Qualitas Limited H2 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.H2 2025 earnings summary21 Aug, 2025
Executive summary
Delivered record full-year performance with 36% NPBT growth, highest base management fee growth since IPO at 31%, and strong margin expansion in funds management, driven by platform and FUM growth.
Normalized net profit after tax rose 36% to $37M, reflecting robust earnings momentum and margin expansion from performance and principal income.
Maintained a strong institutional investor base, with 82% of committed FUM from institutions and 89% in long-duration fund structures.
Continued investment in talent and operational efficiency, including a 21% increase in investment team headcount and new senior roles.
Maintained robust balance sheet with $149M cash and minimal debt, supporting future co-investments and growth.
Financial highlights
Base management fees grew 31% to $49M, with recurring funds management revenue up 25% to $67M year-over-year.
Funds management EBITDA margin expanded to a record 52%, with EBITDA up 39% to $56M.
Principal income rose 35% to $31M; performance fee revenue up to $8.3M from $2.4M.
Fee earning FUM grew 28% to $8.7B; committed FUM at $9.5B, up 7% year-over-year.
Dividend for FY25 was $0.10 per share, up 25% year-over-year, with a payout ratio of 81%.
Outlook and guidance
FY26 net profit before tax guidance set at $60M–$66M, representing 13%–25% growth, with EPS guidance of $0.14–$0.154 per share.
Dividend payout ratio to remain between 50%–95% of operating earnings.
Growth outlook supported by global capital flows favoring Australia, CRE momentum, and a robust origination network.
How does peak draw boost Fee Earning FUM?
What drives non-residential pipeline growth?
How will AI transform investment capacity?
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Next Qualitas Limited earnings date
AGM 202518 Nov, 2025
Next Qualitas Limited earnings date
AGM 202518 Nov, 2025
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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.
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