Plato Income Maximiser (PL8) H2 2026 earnings summary

Executive summary

• Achieved net profit after tax of $41.8 million for FY26, down from $83.6 million in FY25, reflecting lower market returns compared to the prior year’s exceptional performance.

• Investment portfolio returned 7.2% (including franking credits), matching the benchmark, and exceeded the benchmark’s income by 2.5%.

• Continued monthly fully-franked dividends of $0.0055 per share, the highest since listing, with further dividends resolved for July–September 2026.

Financial highlights

• Operating profit before tax: $42.4 million (FY25: $102.5 million).

• Earnings per share: 5.6 cents (FY25: 11.2 cents).

• Total dividends paid: $49.4 million, unchanged from prior year.

• Net tangible assets per share: $1.144 (FY25: $1.153).

• Management fees paid: $7.1 million.

Outlook and guidance

• Remains actively positioned for superior income and franking, with expectations for improved dividend environment in FY27, especially in resource stocks.

• Board continues to monitor market conditions and manage capital prudently.