)
Visual
test
Navigator Global Investments
Navigator Global Investments (NGI) investor relations material
Navigator Global Investments AGM 2025 summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.AGM 2025 summary13 Nov, 2025
Opening remarks and agenda
Meeting opened with confirmation of quorum, welcome, and addresses from the Chairman and CEO, outlining the agenda and formal business.
Shareholders could participate online or in person, with multiple channels for submitting questions.
Financial performance review
Achieved record earnings and strong growth in FY25, with revenue of $204 million, up 18% year-on-year.
Adjusted EBITDA reached $114 million, a 26% increase, driven by strong investment performance and higher margins.
Net profit after tax was $119.4 million, with earnings per share of $0.21 USD; statutory NPAT increased by 80% and EPS rose 46%.
Ownership-adjusted AUM increased to $27.7 billion, up 6%, and total firm-level AUM reached $87 billion by September 2025.
Revenue composition remains robust, with 67% from base management fees and consistent performance fees; portfolio diversification and higher management fee base contributed to returns.
Board and executive committee updates
Michael Shepherd retired as Chairman after 16 years, with Roger Davis appointed as the new Chair.
Sean McGould retired as Director but remains CEO and CIO of Lighthouse; Ross Zachary to be appointed as Executive Director.
Board reaffirmed commitment to strong governance and regular review of remuneration policies.
Impact of dividend suspension on growth
NGI's competitive edge in affiliate management
Justify high STI/fixed ratio and TSR for LTI
Partial view of Summaries dataset, powered by Quartr API
Research faster. Power your platform.
Latest summaries
- TimeTickerHeadlineOpen
- ADDT
Earnings and margins rose, acquisitions accelerated, and outlook remains positive. - AFRY
Q4 margin and utilization gains, strong backlog, and new strategy offset lower sales. - SVIK
Profitability and cash flow surged in 2025, driven by fuel materials and waste technology growth. - ATT
Adjusted EPS of SEK 6.03 exceeded targets, with strong growth and new goal of SEK 9 by 2028. - A105560
2025 net profit hit KRW 5.84 trillion, with robust capital and record shareholder returns. - ALMA
Revenue up 4.6% to €327.1M, digital share 85.9%, profit and cash flow improved. - GTEC
Net income rose 27.8% to $4.56M and EPS jumped 61% despite a 4.6% revenue decline. - VWS
Record revenue, improved margins, and robust order backlog set the stage for 2026 growth. - FABG
Rental income up, property values down, vacancy at 14%, strong liquidity and green focus. - WONDERLA
Q3 FY26 revenue grew, but profit fell due to labor code costs; Chennai park launched.
Next Navigator Global Investments earnings date
H1 202618 Feb, 2026
Navigator Global Investments
Next Navigator Global Investments earnings date
H1 202618 Feb, 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
Navigator Global Investments Limited is an Australian-based asset management company that provides specialized investment solutions and services to institutional clients worldwide. Through its primary subsidiary, Lighthouse Investment Partners, Navigator offers a range of multi-strategy hedge fund solutions, customized portfolios, and alternative investment management services. The company's expertise spans asset allocation, risk management, and portfolio construction. The company is headquartered in Brisbane, 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