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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.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.
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