Logotype for Sequoia Financial Group Limited

Sequoia Financial Group (SEQ) investor relations material

Sequoia Financial Group H2 2025 earnings summary

Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
Logotype for Sequoia Financial Group Limited
H2 2025 earnings summary28 Aug, 2025

Executive summary

  • EBITDA for the full year reached $9.9M, up 13.7% year-over-year, despite divesting five business units and terminating several large advisers.

  • Revenue was stable at $124.1M, with normalized business growing on a like-for-like basis after divestments.

  • Net profit before tax was $5.84M, impacted by a $4.2M goodwill write-down in the Licensee Services division.

  • Transitioned to a simplified two-division structure, driving a strong second-half performance.

  • Dividend of 4¢ per share maintained, fully franked, reflecting a 60% payout ratio.

Financial highlights

  • Normalized EBITDA rose to $9.9M, up from $8.7M in FY24.

  • Net profit after tax was $3.2M, or 2.6¢ EPS, after a $4.2M goodwill impairment.

  • Operating margin improved to 8%, with stronger performance in salary advice and legal document businesses.

  • Net assets totaled $48.5M, or 39¢ per share, with $4.3M in cash and $16M in strategic ASX investments.

  • $17.8M in franking credits available.

Outlook and guidance

  • Targeting 10% organic growth in adviser numbers and revenue per adviser over the next 12 months.

  • Aims to double EBITDA in the salary advice business and increase adviser headcount by 25%.

  • Plans to grow legal document client base by 10% and pursue bolt-on acquisitions to reach 15% market share.

  • Focus on operational efficiency, platform synergies, and disciplined capital management.

  • Intends to use strong balance sheet for strategic acquisitions and continued dividend payments at 60% payout.

Partial view of Summaries dataset, powered by Quartr API
Research faster. Power your platform.

Next Sequoia Financial Group earnings date

Logotype for Sequoia Financial Group Limited
AGM 202519 Nov, 2025
Your earnings 
season toolkit.
Download
Free on both iOS & Android.

Next Sequoia Financial Group earnings date

Logotype for Sequoia Financial Group Limited
AGM 202519 Nov, 2025

The essential earnings season companion

The #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.

Live calls and transcripts

Listen to earnings calls, CMDs, investor conferences, and more – with a podcast-like experience.

Find what you need faster

Search for any keyword across all transcripts simultaneously.

Easily store key findings

Capturing important takeaways is as simple as it gets. Even during your lunch run or commute.

Your watchlist. Your dashboard.

Follow the companies that matter to you. Get a personalized feed with real-time updates.

Be the first to know

Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned.

Consensus estimates

Access analyst consensus estimates, valuation multiples, and revenue segments splits.

All IR material in one place

The easiest way to stay updated during earnings season.

Global coverage

All events from public companies. Live and recorded.

Just click and listen

No webcast links. No manual registrations.

Research anytime, anywhere

Built for professionals. Loved by everyone. Try our free mobile app.

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.
App-store-avatar.png play-store-avatar.png
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.
play-store-avatar
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
App-store-avatar.png play-store-avatar.png
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.
App-store-avatar.png play-store-avatar.png
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.
play-store-avatar
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
App-store-avatar.png play-store-avatar.png
anuj283App Store
I can't remember the last time an app had such a positive impact on my investment process.
x-avatar
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
App-store-avatar.png play-store-avatar.png
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
x-avatar
@theshortbearx.com
I can't remember the last time an app had such a positive impact on my investment process.
x-avatar
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
App-store-avatar.png play-store-avatar.png
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
x-avatar
@theshortbearx.com

Frequently asked questions

Sequoia Financial Group Limited is a diversified financial services company that provides a range of products and services to retail and wholesale clients. Its operations include wealth management, investment advice, insurance services, superannuation administration, and corporate advisory. The company also offers market data, trading platforms, and support services to financial advisers and brokers. Sequoia Financial Group Limited serves individual investors, financial professionals, and institutional clients across Australia. The company is headquartered in Sydney, Australia, and its shares are listed on the ASX.

Quartr provides global coverage of all investor relation material from public companies.

  • Mobile app: Research anytime, anywhere with the #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.

  • Desktop (Quartr Pro): The leading platform for qualitative research, used daily by top firms and financial institutions.

  • Quartr API: Build custom solutions powered by live earnings calls, live transcripts, filings and reports, slide presentations, and more.

Yes, the Quartr mobile app is free on both iOS and Android.

Yes. Quartr provides global, industry-leading live coverage of company events such as regular earnings calls, capital markets days, M&A announcements, and investor conferences. Live with zero delays. Just click and listen.

Yes, capturing important takeaways is as simple as it gets. Even during your lunch run or commute.

Yes. Follow the companies that matter to you. Get a personalized feed with real-time updates, a tailored earnings calendar, and instant alerts when earnings calls go live.

Yes. Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned, regardless of who's talking.

Explore our global coverage