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Sandon Capital Investments
Sandon Capital Investments (SNC) investor relations material
Sandon Capital Investments Investor presentation summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Investor presentation summary9 Mar, 2026
Key financial highlights
Shares offer a 7.1% yield (9.5% grossed up for franking) and trade at a 2.6% discount to NTA as of March 2026.
Profits reserves and franking balance support current dividend levels for about four years.
Monthly fully franked dividends of 0.47cps are announced through June 2026, providing regular cash flow.
Annualised dividend is 5.64cps, with a history of fully franked dividends since inception.
SNC's yield and discount to NTA are higher than comparable monthly income LICs.
Portfolio performance and positioning
1-year gross return to Feb 2026 was -3.6%, underperforming indices, but 3-year and since-inception returns are positive.
Win/loss ratio in the last 12 months was impacted by poor share price performance in large positions.
Portfolio remains exposed to resilient sectors, with most investments having strong balance sheets.
Turnaround opportunities have improved financial and operational performance in some holdings.
Major portfolio holdings and updates
QPM Energy is expanding gas-fired power generation, with a new 112MW plant due in 2027 and strong medium-term outlook.
Fleetwood Ltd benefits from strong demand in accommodation and modular building, with a 9.6% dividend yield and a $5m buyback.
Spectra Systems, Inc. reported doubled net profits in 1H25 and expects >US$30m cash inflows by end-2026, maintaining a 6.5-7.0% yield.
COG Financial Group saw 8% revenue and 11% NPATA growth in 1H26, with strong positioning in SME finance and novated leasing.
Magellan Financial Group merger with Barrenjoey validated asset value estimates, with a stabilised operation and significant cash position.
Carbon Conscious Investments generates ACCUs with premium pricing and long-term contracts, providing stable dividend income.
Explain the 4-year dividend sustainability math
Address the recent win-loss ratio deviation
Detail the QPM Isaac Power Station funding plan
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Next Sandon Capital Investments earnings date
H2 202617 Aug, 2026
Sandon Capital Investments
Next Sandon Capital Investments earnings date
H2 202617 Aug, 2026
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Frequently asked questions
Sandon Capital Investments Limited is an Australian investment company focused on identifying and investing in undervalued assets across various sectors. The company employs an activist investment approach, seeking to unlock value in its portfolio by engaging with management teams and advocating for strategic changes where it sees opportunities for growth or improved returns. Sandon Capital Investments holds a diversified portfolio that may include equities, fixed income, and other financial instruments, aiming to generate long-term capital appreciation for its shareholders. The company is headquartered in Sydney, Australia, and its shares are listed on the ASX.
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