Whitefield Income Limited

WHI.ASX

Listed Investment Company focussed on investing in ASX300 listed securities.

Market Data

Price

$1.265

+0.0%
Market Cap

$276.5M

P/E Ratio

20.9x

EPS

$0.060

Div. Yield

5.82%

52-Week Change

-0.1%

Latest Earnings

Quarterly Report to Shareholders - Mar 26 Qtr

16 April 2026

NPAT
$13.00
EPS
$0.07
Dividend
$0.01

Whitefield Income reported gross income of $20.1m (inclusive of franking credits) and net profit after tax of $13.0m for the nine months to 31 March 2026, generating a strong 7.0 cents per share in earnings. The portfolio outperformed its S&P/ASX300 benchmark by 2.3% over the quarter and 0.7% over 12 months, supported by a systematic income-focused investment strategy with fully franked monthly dividends of 0.583 cents determined for the upcoming quarter. Key points: Strong gross income of $20.1m (inclusive of franking credits) for 9-month period demonstrating consistent income generation; Portfolio outperformed S&P/ASX300 benchmark by 2.3% over the quarter and 0.7% over 12 months despite softer equity markets; Inception returns of 7.9% per annum since January 2021 exceed benchmark by 3.6% per annum, demonstrating long-term strategy effectiveness

Recent Announcements

16 Apr 2026 Actual Results Positive

Quarterly Report to Shareholders - Mar 26 Qtr

Whitefield Income reported gross income of $20.1m (inclusive of franking credits) and net profit after tax of $13.0m for the nine months to 31 March 2026, generating a strong 7.0 cents per share in earnings. The portfolio outperformed its S&P/ASX300 benchmark by 2.3% over the quarter and 0.7% over 12 months, supported by a systematic income-focused investment strategy with fully franked monthly dividends of 0.583 cents determined for the upcoming quarter. Key points: Strong gross income of $20.1m (inclusive of franking credits) for 9-month period demonstrating consistent income generation; Portfolio outperformed S&P/ASX300 benchmark by 2.3% over the quarter and 0.7% over 12 months despite softer equity markets; Inception returns of 7.9% per annum since January 2021 exceed benchmark by 3.6% per annum, demonstrating long-term strategy effectiveness

12 Feb 2026 Supplementary Neutral

Half Year Results and Q&A Webinar Invitation

This is a webinar invitation announcement from Whitefield Group for February 18, 2026, covering half-year results for Whitefield Income (WHI) and a Q3 update for Whitefield Industrials (WHF). No specific financial metrics or results are disclosed in this invitation. Key points: WHI described as having 'strong results' following first full year since ASX listing; Company maintaining regular communication with shareholders through webinar format; Live Q&A session planned with investment team members

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