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Australian United Investment Company (AUI) investor relations material
Australian United Investment Company AGM 2025 Presentation summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Opening remarks and agenda
Outlined investment objectives: maintain a diversified ASX-listed portfolio, manage risk, and provide sustainable, fully franked dividends over the long term.
Financial performance review
$10,000 invested in NTA accumulation over 25 years grew to $86,437, outperforming the ASX200 at $72,685.
Profit after tax for FY25 was $56.4M, with underlying profit and special dividends detailed for recent years.
Ordinary dividends have grown at a 4.3% annual rate (excluding specials); a special dividend of 8 cents per share is planned annually for the next four years.
Operating expenses remained at 0.10% of assets; net debt reduced to 0.8% of the portfolio.
Pre-tax NTA accumulation performance over 10 years was 8.7% p.a., exceeding the ASX200's 7.5% p.a.
Strategic initiatives and plans
Largest FY25 acquisitions: Santos, APA Group; increased stakes in Origin Energy, Newmont, NextDC, Challenger.
Largest disposals: SEEK, Ramsay Healthcare; reduced holdings in Woodside, Commonwealth Bank, The Lottery Corporation.
Post-June 2025: new investment in Treasury Wine Estates, added to Northern Star, reduced Commonwealth Bank, and opened options in Commonwealth Bank and Wesfarmers.
On-market share buyback: 132,766 shares bought back in FY25 for $1.4M; total since inception is 2,920,405 shares for $30.1M.
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- WWD
Q1 FY2026 sales up 29%, EPS up 53%, and guidance raised on strong demand and execution. - HMN
Record core EPS, 57.7% net income growth, and strong outlook signal robust performance. - FTV
2025 results beat guidance, with strong EPS growth and $1.6B in share repurchases. - WNC
Q4 2025 revenue was $321.5M with losses, but Parts & Services grew 33% year-over-year. - AAT
2025 FFO and income declined, but 2026 guidance and liquidity remain strong. - BGL
Tokenized gold coin and fintech platform drive growth, backed by mining and regulatory strength. - WAFD
All proposals passed with strong support; focus remains on innovation, competition, and shareholder value. - AVY
FY25 adjusted EPS up 1% to $9.53, $8.9B sales, and $861M returned to shareholders. - LLY
Q4 2025 revenue rose 43% to $19.3B; 2026 guidance set at $80–$83B revenue. - TKR
Q4 2025 outperformed; 2026 targets higher sales, margins, and EPS amid ongoing transformation.
Next Australian United Investment Company earnings date
Next Australian United Investment Company earnings date
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