Smartgroup Corporation Ltd

SIQ.ASX

Industrials

Salary packaging administration and fleet management services.

Market Data

Price

$11.655

+0.0%
Market Cap

$1.6B

P/E Ratio

18.7x

EPS

$0.610

Div. Yield

4.65%

52-Week Change

+0.2%

Latest Earnings

Appendix 4E and 2025 Annual Report

26 February 2026

Revenue
$329.30
+7.7% YoY
NPAT
$80.20
+11.0% YoY
EPS
$0.59
Dividend
$0.53

Smartgroup delivered record customer growth across all segments, with revenue up 8% to $329.3M and EBITDA growing 14% to $135.3M in FY2025. The company made strong progress on its strategic roadmap including digital transformation initiatives, expanded partnerships, and targeted mid-40s EBITDA margins by 2027. Key points: Record customer growth with 491,000 active salary packaging customers (+10% yoy) and 85,300 novated leases under management (+15% yoy); Strong EBITDA margin expansion to 41% driven by operational leverage and digital transformation; Successful launch of smart.com.au attracting ~3M users and enhanced digital customer experience

Recent Announcements

28 May 2026 Sph Neutral

Ceasing to be a substantial holder

controlled entities named in the list of 4 pages annexed to this notice and marked A (Daiichi Controlled Entities) ceased to be a substantial holder.

28 May 2026 Sph Neutral

Ceasing to be a substantial holder from CGF

CGF ceased to be a substantial holder.

19 May 2026 Sph Neutral

Becoming a substantial holder

controlled entities named in the list of 4 pages annexed to this notice and marked A (Daiichi Controlled Entities) became a substantial holder.

7 May 2026 Sph Neutral

Becoming a substantial holder

Pinnacle Investment Management Group Limited became a substantial holder (20%).

16 Apr 2026 Sph Neutral

Ceasing to be a substantial holder

Pinnacle Investment Management Group Limited ceased to be a substantial holder (20%).

1 Apr 2026 Sph Neutral

Becoming a substantial holder

Pinnacle Investment Management Group Limited became a substantial holder (20%).

11 Mar 2026 Sph Neutral

Ceasing to be a substantial holder

Pinnacle Investment Management Group Limited ceased to be a substantial holder (20%).

26 Feb 2026 Sph Neutral

Becoming a substantial holder from MQG

MQG became a substantial holder (5.15%).

26 Feb 2026 Actual Results Positive

Appendix 4E and 2025 Annual Report

Smartgroup delivered record customer growth across all segments, with revenue up 8% to $329.3M and EBITDA growing 14% to $135.3M in FY2025. The company made strong progress on its strategic roadmap including digital transformation initiatives, expanded partnerships, and targeted mid-40s EBITDA margins by 2027. Key points: Record customer growth with 491,000 active salary packaging customers (+10% yoy) and 85,300 novated leases under management (+15% yoy); Strong EBITDA margin expansion to 41% driven by operational leverage and digital transformation; Successful launch of smart.com.au attracting ~3M users and enhanced digital customer experience

12 Feb 2026 Sph Neutral

Becoming a substantial holder

Pinnacle Investment Management Group Limited became a substantial holder (20%).

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