The Nickel Industries Ltd (ASX: NIC) share price is pushing higher today after the company delivered a sharp improvement in profit and significant growth in revenue for the half-year ended 30 June 2026.

What did Nickel Industries report?

• Sales revenue increased 13% to US$938.4 million from US$829.7 million a year ago
• Adjusted EBITDA rose 46% to US$247.6 million
• Net profit after tax surged 191% to US$74.3 million
• Profit attributable to shareholders soared 366% to US$52.5 million
• No interim dividend declared
• Net tangible assets per share steady at US$0.565

What else do investors need to know?

The company produced a total of 62,019 tonnes of finished nickel metal across its rotary-kiln electric furnace (RKEF) and high-pressure acid leach (HPAL) operations. It mined over 8.1 million tonnes of nickel ore at the Hengjaya Mine, including both saprolite and limonite.

During the half, Nickel Industries secured important project milestones, including completion of the final equity acquisition in the Excelsior Nickel Cobalt (ENC) project, increasing its stake to 46%. The business also announced investments in new Indonesian HPAL projects, including Teluk Metal Industry (TMI) and Chengsheng New Energy (CNE), aimed at supporting future growth in the electric vehicle battery market.

Safety also remained a highlight, with no lost time injuries recorded during the period, and the Hengjaya Mine achieving a fourth consecutive Green PROPER award for environmental compliance.

What’s next for Nickel Industries?

Nickel Industries plans to capitalise on growing demand for nickel in the global battery sector by ramping up production from both RKEF and new HPAL projects. Commissioning at the ENC HPAL plant has commenced, with maiden mixed hydroxide precipitate (MHP) production delivered in July and first nickel cathode produced in August.

Further investments in TMI and CNE HPAL projects are expected to underpin long-term growth, with supply agreements in place to support downstream processing and product diversification. The company is also advancing its Indonesian mine resource base, while keeping a focus on operating safety and sustainability.

Nickel Industries share price snapshot

The Nickel Industries share price is outperforming the S&P/ASX 200 index (ASX: XJO) on a 12-month basis with a gain of over 20%.

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The post Strong profit growth shines in Nickel Industries half-year 2026 earnings appeared first on The Motley Fool Australia.

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Motley Fool contributor James Mickleboro has no position in any of the stocks mentioned. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has no position in any of the stocks mentioned. The Motley Fool Australia has no position in any of the stocks mentioned. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips. This article was prepared with the assistance of Large Language Model (LLM) tools for the initial summary of the company announcement. Any content assisted by AI is subject to our robust human-in-the-loop quality control framework, involving thorough review, substantial editing, and fact-checking by our experienced writers and editors holding appropriate credentials. The Motley Fool Australia stands behind the work of our editorial team and takes ultimate responsibility for the content published by The Motley Fool Australia.

The Resimac Group Ltd (ASX: RMC) share price is in focus after the lender reported an 18% rise in normalised operating profit and a 26% lift in normalised NPAT for FY26.

What did Resimac Group report?

• Normalised operating profit before impairment expense and tax grew 18% to $92.9 million.
• Normalised NPAT rose 26% to $49.9 million; statutory NPAT climbed 42% to $49.2 million.
• Assets under management (AUM) increased 4% to $16.5 billion, with home loans up 10% to $14.7 billion and asset finance up 7% to $1.5 billion.
• Origination volumes rose 16% to $6.7 billion, while application volumes jumped 17% to $10.5 billion.
• Cost to income ratio improved by 60 basis points to 53.0%.
• Fully franked final dividend of 6.0 cents per share, bringing total FY26 dividends (including a special) to 19.0 cents.

What else do investors need to know?

Resimac’s group net interest margin increased 5 basis points to 1.59%, helped by improved funding economics and stronger asset finance margins. The home loan margin remained steady despite a competitive lending environment.

The company’s disciplined management reduced impairment expenses by 5% to $21.4 million, reflecting stable credit quality and improved recoveries. Strategic investments in people and technology supported higher operating income as the Group focused on scalable foundations for long-term growth.

The board declared a fully franked final dividend of 6.0 cents per share, up 2.5 cents on the prior year. Together with the interim and special dividends, the total payout rose 43% year-on-year, reflecting Resimac’s commitment to balanced capital returns and growth.

What did Resimac Group management say?

Pete Lirantzis, Chief Executive Officer, said:

FY26 was a year of stronger earnings, disciplined growth and improved returns. We grew operating profit, expanded margins, maintained strong credit quality and increased shareholder returns while continuing to invest in the foundations of future growth.

What’s next for Resimac Group?

Looking ahead to FY27, Resimac is aiming to cement its position as the ‘Home of Intelligent Lending’ by deepening customer engagement, leveraging technology, and supporting brokers to deliver better outcomes for borrowers.

The company is focused on sustainable home loan growth and higher risk-adjusted returns in asset finance. Management believes recent operational and technology investments will drive resilience, scalability, and long-term value for shareholders.

Resimac Group share price snapshot

Over the past 12 months, Resmiac Group shares have declined 13%, trailing the All Ordinaries Index (ASX: XAO), which has risen 1% over the same period.

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The post Resimac Group FY26 earnings: Profit grows and dividends increase appeared first on The Motley Fool Australia.

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Motley Fool contributor Laura Stewart has no position in any of the stocks mentioned. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has no position in any of the stocks mentioned. The Motley Fool Australia has no position in any of the stocks mentioned. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips. This article was prepared with the assistance of Large Language Model (LLM) tools for the initial summary of the company announcement. Any content assisted by AI is subject to our robust human-in-the-loop quality control framework, involving thorough review, substantial editing, and fact-checking by our experienced writers and editors holding appropriate credentials. The Motley Fool Australia stands behind the work of our editorial team and takes ultimate responsibility for the content published by The Motley Fool Australia.

The Neuren Pharmaceuticals Ltd (ASX: NEU) share price may be on watch today after the company delivered an 8% increase in revenue to $42.7 million for the half-year ended 30 June 2026, and announced its first ever dividend.

What did Neuren Pharmaceuticals report?

• Revenue rose 8% to $42.7 million (H1 2025: $39.7 million)
• Net profit after tax dropped 68% to $4.9 million (H1 2025: $15.0 million)
• Basic earnings per share was 3.83 cents (H1 2025: 11.88 cents)
• Fully franked interim dividend of 15 cents per share declared
• Royalty income from DAYBUE (trofinetide) up 29% in US dollars to US$23.3 million
• Research and development costs increased to $27.4 million, up $12.5 million

What else do investors need to know?

Neuren’s royalty income is primarily from DAYBUE sales by Acadia Pharmaceuticals, which posted US$226 million net sales in H1 2026, up 25% on last year. Growth was buoyed by the launch of DAYBUE STIX, a new powder formulation, in the US.

The company’s research spend climbed as it advanced its Phase 3 study of NNZ-2591 in Phelan-McDermid syndrome. Neuren also implemented an on-market share buy-back, repurchasing $3.9 million in shares.

Importantly for shareholders, Neuren’s new dividend policy has resulted in a fully franked interim dividend, to be paid in October. This marks the company’s first ever payout and reflects its confidence in ongoing royalty streams.

What did Neuren Pharmaceuticals management say?

Neuren’s CEO, Jonathan Pilcher, commented:

Neuren’s substantial income from trofinetide means that we are in the enviable position of being able to fund all development programs for NNZ-2591 aiming for significant capital appreciation, as well as optimise total shareholder return through ongoing fully franked dividends.

What’s next for Neuren Pharmaceuticals?

Looking ahead, Neuren expects continued growth in global DAYBUE sales, with Acadia guiding for 2026 net sales of US$480–510 million. The first commercial launch in Europe is targeted for Q4 2026, following a positive opinion from the European Medicines Agency.

Neuren will also focus on progressing its NNZ-2591 clinical programs, with key FDA meetings scheduled and trial sites ramping up for rare neurodevelopmental disorders. Management aims to leverage these investments into further royalty income and milestone payments.

Neuren Pharmaceuticals share price snapshot

The Neuren Pharmaceuticals share price has outperformed the S&P/ASX 200 index (ASX: XJO) over the past 12 months with a gain of over 25%.

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The post Neuren Pharmaceuticals reports lower profit but launches first dividend appeared first on The Motley Fool Australia.

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Motley Fool contributor James Mickleboro has no position in any of the stocks mentioned. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has no position in any of the stocks mentioned. The Motley Fool Australia has no position in any of the stocks mentioned. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips. This article was prepared with the assistance of Large Language Model (LLM) tools for the initial summary of the company announcement. Any content assisted by AI is subject to our robust human-in-the-loop quality control framework, involving thorough review, substantial editing, and fact-checking by our experienced writers and editors holding appropriate credentials. The Motley Fool Australia stands behind the work of our editorial team and takes ultimate responsibility for the content published by The Motley Fool Australia.