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Carlton Investments
Carlton Investments (CIN) investor relations material
Carlton Investments H2 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.H2 2025 earnings summary22 Sep, 2025
Executive summary
Net profit for the year ended 30 June 2025 was $38.81 million, up 0.1% from the prior year, with operating revenue of $41.60 million and basic EPS of $1.468 per share.
Total dividends and distributions received were $40.39 million, with special dividends of $346,000; interest income rose to $1.22 million due to higher rates and term deposits.
The market value of the equity investment portfolio increased to $1.26 billion, up 21.1% year-over-year, with a 43.3% increase in the largest holding, EVT.
Total comprehensive income for the year was $193.52 million, driven by a $218.58 million increase in fair value of investments.
Financial highlights
Operating revenue was $41.60 million, nearly flat year-over-year.
Net profit increased marginally to $38.81 million; administration expenses were $919,000, and the management expense ratio (MER) was 0.08%.
Total dividends paid or payable for the year were $1.13 per share, up 8.7% from the prior year.
Net tangible asset backing per share before tax was $48.39 (2024: $39.71); after tax, $39.52 (2024: $33.26).
Cash and term deposits at year-end totaled $20.78 million.
Outlook and guidance
Australian equity markets expected to remain volatile; interest rates anticipated to fall over the next 6–18 months, but benefits may be offset by economic and political factors.
The group will continue a cautious, long-term investment approach, focusing on high-quality, income-generating equities.
What drove the portfolio's fair value increase?
How did the Board address capital management concerns?
What is the risk of deferred tax on unrealized gains?
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Next Carlton Investments earnings date
H1 202616 Feb, 2026
Carlton Investments
Next Carlton Investments earnings date
H1 202616 Feb, 2026
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Frequently asked questions
Carlton Investments Limited is an Australian investment company that manages a diversified portfolio of primarily Australian listed equities. The company invests across a range of sectors, including financials, industrials, and consumer goods, focusing on companies with strong dividends and long-term growth potential. Carlton Investments aims to deliver steady income and capital appreciation to its shareholders through strategic equity investments. The company is headquartered in Sydney, Australia, and its shares are listed on the ASX.
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