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Edge12 Dec 2025
Running on Clouds: The Story of On
The story of how a Swiss runner's pursuit of a new running sensation became On, aiming to be the most premium global sportswear brand worldwide.
Steadfast Group (SDF) investor relations material
Steadfast Group Investor Update summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Investor Update summary10 Dec, 2025
Strategic Focus, Growth, and Cost Optimisation
Emphasis on organic growth, strategic integration, and realignment of subsidiaries, leveraging data analytics for decision-making and commission management.
Achieved AUD 3.6 million in annualized cost savings through operational rationalization, head office redundancies, and focus on non-critical roles and vendor costs.
Acquisition pipeline remains robust, with AUD 127.7 million completed and AUD 202 million targeted by FY26, supported by increased gearing ratio to 40%.
Maintained confidence in FY25 guidance, with no changes to the split between organic and acquisitive growth for FY26.
Regulatory engagement with ACCC is strong, with 18 of 20 acquisitions approved and faster turnaround times for clearances.
Market and Financial Performance
Commission and fee rates have remained stable or improved, with domestic fee rates rising from 6% to 8.8% and enhanced analytics for market trends.
Premium rate increases are tracking at 2.4% YTD, with some lines up to 7.8%, and guidance remains at 1-2% for the year.
Renewals with rate decrease or no change are rising, reaching 39.86% in Q2 FY26, while over 60% of renewals are increasing in value.
Nearly 80% of broker subsidiaries are achieving year-on-year revenue growth, with key subsidiaries exceeding 15% growth.
Cost-out program and technology investments are expected to skew financial benefits more toward the second half of the year.
Broking, Subsidiary, and Network Performance
Network expanded to 421 brokers, with a 25% rise in broker licence fee revenue and 60% adopting the Insight broking system.
Strategic hubbing and consolidation of subsidiaries are driving margin improvement and operational efficiencies.
Strategic expansion into New Zealand via Folio, adding $20.7m GWP and 19 brokerages.
Broking subsidiaries focus on organic growth, operational efficiency, and enhanced financial reporting.
Broker network member fees increased by 25%, and professional services fees are projected to exceed AUD 80 million for FY26.
How does the 40% gearing ratio impact future acquisitions?
Impact of rising rate decrease/no change renewals
Impact of new ACCC regime on future acquisitions
Prevail's growth drivers and outlook
HWS Specialty's delegated underwriting strategy
ACCC M&A clearance process efficiency
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Next Steadfast Group earnings date
H1 202625 Feb, 2026
Next Steadfast Group earnings date
H1 202625 Feb, 2026
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Frequently asked questions
Steadfast Group Limited is an Australia-based company that operates as a general insurance broker and insurance underwriting agency. teadfast Group offers a broad spectrum of insurance products, including both business and personal insurance. Business insurance covers areas like aviation, corporate travel, cyber, marine, and various forms of liability insurance. Personal insurance products include home and contents, motor, and life insurance. Additionally, Steadfast supports its broker network with services through nine complementary businesses, enhancing its range of coverage and service offerings. The company is headquartered in Sydney, New South Wales, and its shares are listed on the Australian Securities Exchange.
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