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Djerriwarrh Investments (DJW) investor relations material
Djerriwarrh Investments H2 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.H2 2025 earnings summary29 Jul, 2025
Executive summary
Net operating result increased 1% to $40.8 million, supporting a 2% rise in fully franked dividends to $0.155 per share.
Management expense ratio rose to 0.47% from 0.42% due to lower gearing.
Total portfolio return was 7.8% including franking, underperforming the S&P/ASX 200 Accumulation Index return of 15.1%.
Defensive portfolio positioning led to underperformance in capital growth versus the market, but maintained strong income generation.
Maintained a net cash position for much of the year, investing opportunistically during market sell-offs.
Financial highlights
Dividend income declined 4% to $34.7 million, while option income grew 1% to $16.7 million.
Net tangible assets per share at 30 June 2025 were $3.40; share price was $3.03, trading at a 7% discount to NTA.
Operating earnings per share reached 15.50c, with net profit after tax at $39.2 million.
Portfolio dividend yield at 6.5% (7.3% on share price basis), compared to market yield of 4.2%.
Option income yield reached 2%, with a five-year positive trend.
Outlook and guidance
Market viewed as expensive on valuation metrics, with S&P/ASX 200 near all-time highs; portfolio remains defensively positioned with high option coverage and net cash.
Expect solid fully franked dividend income from major miners, with ability to maintain or grow dividends depending on finding quality investments at attractive prices.
Flexibility in the option book to generate more income while maintaining capital growth exposure.
Focus remains on a diversified portfolio of high-quality companies for long-term income and growth.
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Next Djerriwarrh Investments earnings date
H1 202619 Jan, 2026
Next Djerriwarrh Investments earnings date
H1 202619 Jan, 2026
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Frequently asked questions
Djerriwarrh Investments Limited is an Australian investment company specializing in managing a diversified portfolio of Australian equities. The company focuses on generating income and long-term capital growth for its shareholders by investing primarily in large-cap, high-quality Australian companies across various sectors. Djerriwarrh utilizes options strategies to enhance income and manage risk, providing investors with steady dividends and a balanced approach to equity market exposure. The company is headquartered in Melbourne, Australia, and its shares are listed on the ASX.
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