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Qantas Airways (QAN) investor relations material
Qantas Airways AGM 2025 summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Opening remarks and agenda
Board Chair welcomed shareholders, introduced directors, and confirmed a quorum for the 2025 AGM in Brisbane, outlining the meeting structure and key participants.
New directors Dion Weisler and Kate Tully were introduced, and the presence of KPMG auditors was noted for audit-related questions.
Financial performance review
Achieved $2.39 billion underlying profit before tax, driven by dual-brand strategy and loyalty business growth.
Resumed dividends, with a total of $800 million fully franked paid for the year.
Strong demand across all segments, with Jetstar carrying 25% more international customers and Qantas maintaining top domestic punctuality.
Ongoing investment in fleet renewal, with 17 new aircraft delivered and over 200 on order for the next decade.
Board and executive committee updates
Significant board renewal: six of eight non-executive directors will be new since 2023, bringing diverse experience.
Alison Watkins announced as incoming non-executive director, joining in early March.
Board and management performance reviews are conducted annually, including external assessments.
- TimeTickerHeadlineOpen
- 6 FebSCW
Record revenue, surging backlog, and major space contracts set the stage for 2025 growth. - 6 FebSCW
Q1 2025 revenue nearly doubled year-over-year, with strong backlog and major new contracts secured. - 6 FebSCW
Record Q2 revenue, major new contracts, and a tripled backlog signal strong growth. - 6 FebSCW
Record backlog and 89% y/y revenue growth highlight strong momentum in space projects. - 6 FebNVDA
AI-driven virtual twins and accelerated computing are revolutionizing design and manufacturing. - 6 FebSPKSJF
Record income, strong growth, and robust capital position despite lower interest income. - 6 FebISCTR
Net profit hit TL 67.4 billion in 2025, with strong NIM, fee growth, and solid 2026 outlook. - 6 FebSCW
73% revenue growth and record backlog driven by new space contracts and strategic investments. - 6 FebCDP
2025 FFO/share rose 5.8% with strong leasing and retention; 2026 guidance signals further growth. - 6 FebPENG
All proposals passed, with no questions raised during the Q&A session.
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