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Sequoia Financial Group (SEQ) investor relations material
Sequoia Financial Group H2 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Executive summary
Reported a net statutory loss before tax of $8.7m for FY26, compared to a $5.8m profit before tax in FY25.
Revenue declined 15% year-over-year to $105.4m, primarily due to lower commission revenue and a significant reduction in adviser numbers.
Operating profit (normalised EBITDA) fell to $4.4m from $9.8m in FY25.
Statutory net loss after tax was $8.6m, compared to a $3.2m profit after tax in FY25.
Financial highlights
Revenue: $105.4m, down from $124.1m in FY25.
Operating profit: $4.4m, down from $9.8m in FY25.
Net profit before tax: $(8.7)m, compared to $5.8m in FY25.
Net profit after tax: $(8.6)m, compared to $3.2m in FY25.
Earnings per share: (6.97) cents, down from 2.59 cents in FY25.
Outlook and guidance
Priority for FY27 is resolving legal matters related to InterPrac and pursuing selective growth opportunities.
Focus will shift to leveraging diversified operations for a broader earnings base once legal issues are resolved.
- Operating profit up 75.9% to $4.8m, but non-operating items led to a $0.25m net loss.SEQ
H1 2026 - FY2025 saw strong results, higher-margin growth, and regulatory challenges ahead.SEQ
AGM 2025 - EBITDA up 13.7% to $9.9m, FUA surged, and dividends and buybacks supported growth.SEQ
H2 2025 - Record profit growth and strategic focus on efficiency and shareholder returns.SEQ
AGM 2024 Presentation - FY24 saw record profit growth, margin expansion, and a focus on scalable, high-return services.SEQ
Investor Presentation - Net profit after tax jumped 1,012% to $24.0m, with strong growth and strategic streamlining.SEQ
Investor Presentation - Record profit, 26% revenue growth, and strong capital returns with no debt.SEQ
H2 2024 - NPAT up 137% to $3.6m; cost efficiencies and strong dividend amid revenue decline.SEQ
H1 2025
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