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Perpetual Equity Investment Company
Perpetual Equity Investment Company (PIC) investor relations material
Perpetual Equity Investment Company AGM 2025 summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.AGM 2025 summary30 Oct, 2025
Opening remarks and agenda
The meeting included the Chairman's address, investment manager update, Q&A session, formal business, voting procedures, and closure, with both virtual and in-person participation and clear instructions for voting and questions.
Financial performance review
FY25 net profit after tax was $21.7 million, with a 12-month investment performance of 6.5% and a 5-year annualized return of 12.1%.
Total FY25 fully franked dividend was 8.0 cps, with an annual dividend yield of 6.6% and a grossed-up yield of 9.4%.
Profit reserve stood at $67.8 million, covering 2.2 years of dividends at the current payout rate.
The investment portfolio delivered a 1-year return of 6.1% and a 5-year return of 11.7% p.a., closely tracking its benchmark.
Board and executive committee updates
Michael Clark and Tim Bednall provided detailed backgrounds, governance experience, and outlined their commitments.
Board composition includes a new non-executive director appointed in May 2025 and an executive director since May 2021.
Acknowledgement of retiring board members and transition of committee roles, including audit and risk committee leadership.
How does cash holding align with risk-adjusted returns?
Explain strategy for portfolio turnover and tax.
How do you identify opportunities in fallen blue chips?
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Latest summaries
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Double-digit profit growth in core segments, but banking net profit declined 3.5%. - SANB4
Net profit hit R$4.1B, ROAE 17.6%, with robust loan growth and digital innovation. - BG
Adjusted EPS was $7.57, with strong segment EBIT and stable 2026 guidance. - ATS
Q3 revenue rose 17% to $760.7M, with strong backlog and Q4 revenue guided at $710–$750M. - SWK
Gross margin and net income rose, with CAM divestiture set to reduce debt and boost 2026 outlook. - PMI
FDA-approved artificial heart maker registers 17M shares for resale amid ongoing losses and risks. - ARCC
FY 2025 net income was $1,299M, with a $0.48/share Q1 2026 dividend declared. - SDST
Development-stage lithium refiner registers shares for resale amid high risk and capital needs. - DAC
Q2 2025 saw revenue growth, high charter coverage, and strong liquidity despite rising costs. - OCSL
Net investment income was $36.7M ($0.42/share) as NAV fell to $16.30 and a $0.40 dividend was declared.
Next Perpetual Equity Investment Company earnings date
H1 202618 Feb, 2026
Perpetual Equity Investment Company
Next Perpetual Equity Investment Company earnings date
H1 202618 Feb, 2026
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Frequently asked questions
Perpetual Equity Investment Company Limited is an Australian investment company focused on providing shareholders with long-term capital growth and income through a diversified portfolio. The company invests primarily in Australian-listed equities and selectively in global stocks, aiming to generate returns through a mix of dividend income and capital appreciation. Managed by Perpetual Investment Management Limited, PIC employs a value-oriented approach, focusing on high-quality companies with strong fundamentals. The company is headquartered in Sydney, Australia, and its shares are listed on the ASX.
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