)
Visual
test
Future Generation Australia
Future Generation Australia (FGX) investor relations material
Future Generation Australia H1 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.H1 2025 earnings summary9 Sep, 2025
Executive summary
Achieved strong investment performance despite challenging market conditions, with a 4.9% portfolio increase in July and 11.3% over 12 months, outperforming key indices.
Reported operating profit before tax of $19.0 million and after tax of $13.3 million for the half year ended 30 June 2025, down from $29.6 million and $23.3 million respectively in HY2024.
Increased fully franked dividend for the 10th consecutive year, with a 5.5% yield (7.9% grossed up), reflecting board confidence in the investment strategy.
Undertook a comprehensive review of philanthropic strategy, shifting focus to support vulnerable children aged 0–14, with 11 new social impact partners selected from 329 applicants.
Social impact investment of $5.7 million to be made in 2025, bringing total since inception to $49.0 million.
Financial highlights
Annualised fully franked interim dividend of 7.2 cents per share for FY2025, with a yield of 5.5% based on the 8 September 2025 share price of $1.315 per share.
Grossed-up dividend yield, including franking credits, stands at 7.9% based on a 30% tax rate.
12-month investment portfolio performance reported at +11.3% before expenses, fees, and taxes as of 31 July 2025.
Profit after tax was $13.3 million (HY2024: $23.3 million); basic and diluted EPS was 3.26 cents (HY2024: 5.73 cents).
NTA before tax at 30 June 2025 was $1.39 per share (Dec 2024: $1.40); after tax, $1.34 per share (Dec 2024: $1.34).
Outlook and guidance
Board declared an increased fully franked interim dividend of 3.6 cents per share, annualized yield of 5.9% (grossed-up 8.4%) on 30 June 2025 share price.
Company maintains 5.8 years of dividend coverage based on profits reserve.
Portfolio is well positioned due to diversification, active management, and a strong investment committee.
Small and mid-cap stocks expected to continue outperforming large caps, with materials and quality industrials highlighted as key sectors.
Focus remains on capital growth and income through semi-annual franked dividends.
What drives small-cap outperformance in current market?
What is the main shift in philanthropic strategy?
What's the new normal for the IPO market?
Partial view of Summaries dataset, powered by Quartr API
Research faster. Power your platform.
Latest summaries
- TimeTickerHeadlineOpen
- STC
Scalable, high-margin IT communications provider for SMBs with strong recurring revenue and growth momentum. - APAM
AUM hit $180B, strong returns and Grandview deal drove growth despite equity outflows. - GM
Disciplined transformation, resilient supply chains, and strategic EV focus drive robust results. - BTBT
Transitioned to a strategic asset model with major stakes in Ethereum and AI infrastructure. - PSX
Q4 2025 earnings hit $2.9B, with record refining yields and strong portfolio transformation. - ARCC
FY 2025 delivered $2.01 Core EPS, $1.86 net income/share, and a $0.48 Q1 2026 dividend. - HMN
Record core earnings, 12.4% ROE, and 10% EPS growth guidance for 2026. - AFG
Record underwriting profit, strong ROE, and over $700M returned to shareholders in 2025. - OXBR
Tokenized reinsurance contracts on Solana open Florida's market to global investors. - PNDORA
2025 organic growth reached 6%, with EBIT margin at 23.9% and cautious 2026 outlook.
Next Future Generation Australia earnings date
H2 202512 Mar, 2026
Future Generation Australia
Next Future Generation Australia earnings date
H2 202512 Mar, 2026
The essential earnings season companion
The #1 app for qualitative research. Live earnings calls, AI chat, transcripts, and more. All for free.
Live calls and transcripts
Listen to earnings calls, CMDs, investor conferences, and more – with a podcast-like experience.
Find what you need faster
Search for any keyword across all transcripts simultaneously.
Easily store key findings
Capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Your watchlist. Your dashboard.
Follow the companies that matter to you. Get a personalized feed with real-time updates.
Be the first to know
Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned.
Consensus estimates
Access analyst consensus estimates, valuation multiples, and revenue segments splits.
All IR material in one place
The easiest way to stay updated during earnings season.
Global coverage
All events from public companies. Live and recorded.
Just click and listen
No webcast links. No manual registrations.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
)
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
)
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
I can't remember the last time an app had such a positive impact on my investment process.
)
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
I can't remember the last time an app had such a positive impact on my investment process.
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
)
)
Frequently asked questions
Future Generation Australia Limited is an Australia-based investment company that provides investors with diversified exposure to Australian equities. The company partners with select fund managers who manage a portfolio of Australian-listed securities across various sectors, aiming to deliver long-term capital growth and income. Future Generation Australia also operates with a philanthropic model, donating a portion of its investment returns to support Australian charities focused on youth mental health, education, and social inclusion. The company is headquartered in Sydney, Australia, and its shares are listed on the ASX.
Quartr provides global coverage of all investor relation material from public companies.
Mobile app: Research anytime, anywhere with the #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.
Desktop (Quartr Pro): The leading platform for qualitative research, used daily by top firms and financial institutions.
Quartr API: Build custom solutions powered by live earnings calls, live transcripts, filings and reports, slide presentations, and more.
Yes, the Quartr mobile app is free on both iOS and Android.
Yes. Quartr provides global, industry-leading live coverage of company events such as regular earnings calls, capital markets days, M&A announcements, and investor conferences. Live with zero delays. Just click and listen.
Yes, capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Yes. Follow the companies that matter to you. Get a personalized feed with real-time updates, a tailored earnings calendar, and instant alerts when earnings calls go live.
Yes. Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned, regardless of who's talking.
Explore our global coverage