Earnings call transcript: Resimac H2 2026 profit jumps as shares rise 10%

Resimac Group reported a significant jump in profits for the second half of 2026, with normalized net profit after tax rising 26% to AUD 49.9 million and statutory NPAT increasing 42% to AUD 49.2 million. The company's shares jumped 10.06% to $0.93, up from $0.845, following the earnings release. Home loan settlements grew by 20% to AUD 5.9 billion, while loan applications surged 24% to AUD 9.4 billion.

The lender noted that its "back-to-the-core" strategy was beginning to yield results, with home loans being the main driver of growth. Resimac's assets under management reached a record AUD 16.5 billion, and return on equity improved to 13.6%. The company's operating income grew faster than expenses, indicating the emergence of operating leverage.

Resimac expects to focus on several priorities in FY27, including strengthening its home loans business, leveraging technology and AI, deepening relationships with brokers, refining its asset finance product set, and building a high-performance culture.