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Investor Relations14 Oct 2025
Boost Your Earnings Season Strategy With Real‑Time Alerts
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Scottish Mortgage Investment Trust (SMT) investor relations material
Scottish Mortgage Investment Trust H2 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.H2 2025 earnings summary29 May, 2025
Executive summary
NAV total return for the year to 31 March 2025 was 11.2%, outperforming the FTSE All-World Index at 5.5%; share price total return was 6.0%.
Over the last decade, NAV per share increased by 320% versus 182% for the FTSE All-World Index.
Ongoing charges ratio was 0.31%, remaining among the lowest in the sector.
Dividend increased for the 42nd consecutive year, up 3.3% to 4.38p per share.
Gearing increased to 13% (from 11%); average interest rate on debt was 3.1%.
Financial highlights
Shareholders' funds at year-end: £12,082.5m, down from £12,629.8m.
Net asset value per share (fair value): 1,037.0p, up 10.7% year-over-year.
Share price at year-end: 943.4p, up 5.5% year-over-year.
Discount to NAV (fair value) widened to 9.0% from 4.5%.
Revenue earnings per share fell 40% to 1.39p, mainly due to the Northvolt promissory note write-off.
Total dividend for the year: 4.38p per share.
Ongoing charges ratio: 0.31%.
Outlook and guidance
Managers focus on resilience, adaptability, and innovation amid ongoing volatility and geopolitical risks.
Key investment themes include AI, digital platforms, electrification, and personalized medicine.
Board confident in ability to support exceptional growth companies for the long term.
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Next Scottish Mortgage Investment Trust earnings date
H1 20267 Nov, 2025
Next Scottish Mortgage Investment Trust earnings date
H1 20267 Nov, 2025
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anuj283App Store
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
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@ankurshah47_ x.com
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Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
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Frequently asked questions
Scottish Mortgage Investment Trust plc is a publicly traded investment trust focused on long-term investments in global growth companies. The trust invests across a range of industries and geographies, with a particular emphasis on innovative businesses in sectors such as technology, healthcare, and consumer goods. The company is headquartered in Edinburgh, United Kingdom, and its shares are listed on the LSE (London Stock Exchange).
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