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Sandon Capital Investments (SNC) investor relations material
Sandon Capital Investments AGM 2025 summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.AGM 2025 summary18 Nov, 2025
Opening remarks and agenda
The meeting commenced with confirmation of a quorum, acknowledgment of attendees, and outlined voting procedures for both in-person and online participants.
Attendees were informed about the process for asking questions, the order of business, and an investor presentation covering investment highlights, portfolio performance, and strategic initiatives for the year ended 31 October 2025.
Dividend announcements
Monthly fully franked dividends of 0.47cps have been announced through March 2026, with reserves sufficient to sustain current dividends for approximately four years.
The move to monthly dividends has narrowed the discount to NTA and improved shareholder income visibility.
Annualized dividend yield stands at 5.64cps, with monthly payments providing regular cash flow.
Dividend statements and delivery preferences were discussed, with ongoing consideration of shareholder requests.
Financial performance review
Achieved a 1-year gross return of 14.5%, outperforming the Small Ordinaries Accumulation Index by 1.8% annualized since inception.
The portfolio currently yields 6% (8% grossed up for franking) and trades at a 6.4% discount to pre-tax NTA as of 31 October 2025.
Win/loss ratio of approximately 58% demonstrates disciplined investment selection.
Portfolio companies largely operate in resilient sectors with strong balance sheets, supporting capital management and weathering economic headwinds.
The fund maintains a low turnover strategy, emphasizing long-term compounding and risk management.
What is the strategy for capital deployment
Differentiate value traps from turnarounds
Plans to further narrow NTA discount
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Next Sandon Capital Investments earnings date
H1 202610 Feb, 2026
Next Sandon Capital Investments earnings date
H1 202610 Feb, 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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