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Generation Development Group (GDG) investor relations material
Generation Development Group Q1 2026 TU earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Executive summary
Delivered strong March quarter performance, partially offset by elevated market volatility in March.
Evidentia, Generation Life, and Lonsec benefited from structural tailwinds in Australia's wealth, retirement, and advice sectors.
Division 296 legislation became law, expected to accelerate demand for tax-effective investment solutions outside superannuation.
Continued investment in scalable growth and platform capability across all business units.
Financial highlights
Evidentia Group funds under management (FUM) increased to $34.8 billion, up 30% year-over-year, despite a $1.1 billion market-driven decline in the quarter.
Evidentia net inflows were $1.4 billion for the quarter, including a $0.3 billion mandate.
Generation Life quarterly sales reached $375 million, up 57% year-over-year; FUM rose to $5.3 billion, up 35%.
Generation Life net inflows were $310 million for the quarter.
Lonsec increased products researched to 1,960 as of March 2026, up from 1,823 a year earlier.
Outlook and guidance
Division 296 tax changes and potential capital gains tax reforms are expected to further drive demand for tax-effective investment solutions.
Xplore/HUB24 portfolio transition underway, expected to add over $1.5 billion in FUM by May 2026.
Continued focus on scalable growth, product innovation, and expanding adviser relationships.
- Underlying NPAT up 63% to AUD 20.1m on 35% revenue growth, driven by FUM and acquisitions.GDG
H1 202610 Apr 2026 - Record FUM and inflows highlight robust growth and strategic execution across all business units.GDG
Q4 2025 TU22 Jan 2026 - Record growth, steady dividends, and all resolutions passed with strong shareholder support.GDG
AGM 202413 Jan 2026 - Share issues for the Evidentia acquisition were overwhelmingly approved by shareholders.GDG
EGM 202523 Dec 2025 - Acquisition forms the market leader in managed accounts with AUD 25B FUM and strong growth outlook.GDG
M&A Announcement23 Dec 2025 - Net profit soared to $78.9m, boosted by Lonsec acquisition and record investment bond sales.GDG
H1 20251 Dec 2025 - Record revenue and profit growth, driven by acquisitions and legislative tailwinds.GDG
H2 202523 Nov 2025 - Record growth in revenue, profit, and FUM, cementing market leadership in managed accounts.GDG
AGM 2025 Presentation19 Nov 2025 - FY25 saw record growth, market leadership, and strategic expansion across all business lines.GDG
Investor Day 2025 Presentation11 Nov 2025
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