Perpetual Equity Investment Company
- Short interest
- 0.00%
- 0.00 pp 30d
- as of 13 Aug 2026
- Reported shorts
- 2.5K
- Shares on issue
- 385.264M
Perpetual Equity Investment Company (PIC) financials
Results, ratios and statements
Latest result
Year to 30 Jun 2026 (FY26) vs FY25, figures in AUD, the reporting currency
- Revenue
- $19.7Mvs $30.8M (FY25)
- Yahoo Finance, as at 14 Oct 2026
- NPAT
- $12.1Mvs $21.7M (FY25)
- Yahoo Finance, as at 14 Oct 2026
- EPS (diluted)
- $0.032T (source: Derived: trailing 12 months at year end)vs $0.057 (FY25)
- Derived: trailing 12 months at year end, as at 14 Oct 2026
- Rev YoY
- −35.9%FY
- EPS YoY
- −44.6%TTM
- Derived: trailing 12 months at year end
Summary of 2026 Annual Report to Shareholders, 20 Aug 2026
Perpetual Equity Investment Company reported a net profit after tax of $12.1 million for FY26, down 44.4% from the prior year, reflecting weaker investment performance amid market volatility. The Board declared a fully franked final dividend of 4.0 cents per share, bringing the full-year dividend to 8.0 cents per share, consistent with FY25 and representing a 6.8% annual yield. The company plans to transition to monthly dividend payments starting December 2026, subject to Board approval.
Automated summary of the filing; the filing itself is the record.
Key ratios
Year to 30 Jun 2026 (FY); balance sheet at 30 Jun 2026; prices to 14 Oct 2026
- Gross margin
- n/m
- Operating margin
- n/m
- Net margin
- 61.2%
- FCF margin
- n/m
- ROE
- 2.6%
- ROA
- 2.5%
- FCF conversion
- n/m
- Net debt (excl. leases)
- n/m
- Net debt / EBITDA
- n/m
- Current ratio
- n/m
- Interest cover
- n/m
- Cash dividends paid / net profit
- 231.9%
- Market cap
- $445.0M
- P/E
- 36.7×
- P/B
- 1.0×
n/m: not meaningful for banks, insurers and other financials.
Ratios use the reporting currency (AUD); market cap is in AUD. Source: Yahoo Finance, as at 14 Oct 2026.
Financial statements
Figures in AUD, the reporting currency; Yahoo Finance unless marked
| Line item | FY26 | FY25 | FY24 | FY23 |
|---|---|---|---|---|
| Revenue | $19.7M | $30.8M | $41.6M | $79.3M |
| Pretax income | $14.0M | $25.0M | $35.9M | $73.6M |
| Tax | $1.9M | $3.3M | $7.3M | $18.5M |
| NPAT | $12.1M | $21.7M | $28.6M | $55.0M |
| Net interest income | $693.0K | $1.0M | $724.0K | $809.0K |
| EPS basic | $0.032T (source: Derived: trailing 12 months at year end) | $0.057 | $0.075 | $0.15 |
| EPS diluted | $0.032T (source: Derived: trailing 12 months at year end) | $0.057 | $0.075 | $0.15 |
| Shares | 385.3M | 383.1M | 380.7M | 378.4M |
- Derived: trailing 12 months at year end
Financial reports
The company's own filings, newest first
- 2026 Annual Report to ShareholdersAnnual Report20 Aug 2026via asx_announcements
- FY26 Appendix 4EAnnual Results20 Aug 2026via asx_announcements
- Condensed Interim ReportHalf Year Results23 Feb 2026via asx_announcements
- 2025 Annual Report to ShareholdersAnnual Report25 Aug 2025via asx_announcements
- FY25 Appendix 4EAnnual Results25 Aug 2025via asx_announcements
- Condensed Interim ReportHalf Year Results20 Feb 2025via asx_announcements
- Appendix 4DHalf Year Results20 Feb 2025via asx_announcements
- 2024 Annual Report to ShareholdersAnnual Report26 Aug 2024via asx_announcements
- FY24 Appendix 4EAnnual Results26 Aug 2024via asx_announcements
- Condensed Interim Financial ReportHalf Year Results20 Feb 2024via asx_announcements
Showing 10 of 51 reports