Earnings call transcript: Soul Patts H2 2026 profit jumps 502% as shares rise

Soul Patts reported a significant rise in statutory profit for the year ending July 31, 2026, reaching AUD 2.191 billion, a 502% increase from AUD 364 million in the previous year. This growth was primarily driven by merger-related accounting gains and portfolio revaluations. The post-tax net asset value per share rose 27.2%, resulting in a stock price increase of 7.14% to AUD 48.76, just below its 52-week high of AUD 48.79.

Net cash flow from investments also increased by 11.5% to AUD 572 million, supporting the company's dividend record. Full-year dividends amounted to AUD 1.11 per share, a 7.8% increase. The company's dividend yield stands at approximately 6.8%, with Soul Patts maintaining dividend payments for 35 consecutive years. The company's total available liquidity is now AUD 3.8 billion, including undrawn facilities.