The IVE Group Ltd (ASX: IGL) share price is in focus today after the company delivered a full-year FY26 result in line with guidance. The company raised its dividend above guidance to 18.5 cents per share and reported improved margins, despite softer revenue in challenging market conditions.

What did IVE Group report?

• Revenue fell 1.8% to $937.4 million from $954.8 million in FY25.
• Pre-AASB 16 underlying NPAT increased 3.0% to $52.5 million.
• Post-AASB 16 underlying NPAT slipped 1.7% to $51.2 million.
• IFRS NPAT dropped to $37.4 million from $46.7 million a year ago.
• Final fully franked dividend lifted to 9.0 cents per share, resulting in a full-year dividend of 18.5 cents per share, topping guidance.
• Net debt was $173.2 million, up from $114.4 million, reflecting recent acquisitions and investments in capacity.

What else do investors need to know?

IVE Group continued to roll out its 2030 strategy during the year, integrating three new acquisitions—Impressu, Daily Press, and BMS. The group moved five business units to its new Kemps Creek supersite and opened a NSW packaging plant, aiming to unlock operational efficiencies and expansion opportunities.

The company also focused on commercialising artificial intelligence, combining in-house platforms and strategic partnerships to drive recurring revenue and productivity. Additionally, its third-party logistics footprint grew with a new facility in Dandenong and significant client wins.

What did IVE Group management say?

Managing Director Matt Aitken said:

IVE delivered on guidance with a solid full-year performance underpinned by continued margin resilience, despite an increasingly difficult economic landscape. Over the past year the Group has made good progress against our 2030 strategy including the move to the new Dandenong 3PL site, the relocation of five business units to the Kemps Creek supersite and a number of scale enhancing and/or strategic acquisitions together which provide additional opportunities for operational efficiencies and long-term revenue growth.

What’s next for IVE Group?

Looking ahead to FY27, management expects underlying NPAT before lease accounting impacts to remain broadly stable. Capital expenditure is set to fall sharply to about $26 million as major fit-outs and capacity expansions wrap up.

IVE Group plans to keep net debt below 1.5 times pre-AASB 16 EBITDA, and will return to a dividend payout ratio of 55–65% of underlying earnings. Board renewal will see four directors retire over two years, supporting further evolution as IVE pursues its long-term growth strategy.

IVE Group share price snapshot

Over the past 12 months, IVE Group shares have declined 3%, trailing the All Ordinaries Index (ASX: XAO), which has risen 2% over the same period.

View Original Announcement

The post IVE Group posts FY26 result, beats dividend guidance appeared first on The Motley Fool Australia.

More reading

• Capricorn Metals completes Big Springs divestment, sharpens gold focus
• South32, Woolworths, BHP shares reach 52-week high: Buy, sell or hold?
• Corporate Travel Management secures new funding and updates on FY25 and FY26 earnings
• L1 Gold Fund raises $254.9m in placement and entitlement offers
• Flight Centre shares are sinking 7% after its FY26 results. Here’s why

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 Starpharma Holdings Ltd (ASX: SPL) share price is in focus today as the company reported a 145% jump in full-year revenue to $12 million and reduced its reported loss by 25% to $7.5 million.

What did Starpharma report?

• Revenue rose 145% to $12.0 million (FY25: $4.9 million), mainly from the Genentech licence agreement.
• Reported loss improved to $7.5 million, down from $10.0 million last year.
• Closed FY26 with $11.0 million in cash; post-year-end capital raising added $30 million to strengthen funding.
• Research and product development spending was $11.1 million (FY25: $8.4 million), after R&D tax incentive.

What else do investors need to know?

Starpharma strengthened its balance sheet after the reporting period, raising $30 million through a well-supported entitlement offer. This extends its funding runway into FY28, giving the company greater flexibility to advance its pipeline programs.

The company has continued to invest in its DEP® technology, with particular progress on its lead radiopharmaceutical asset, DEP® HER2-Lutetium, and next-generation oncology candidates. New and existing strategic partnerships further reinforce its commercial and research initiatives.

What did Starpharma management say?

Chief Executive Officer Cheryl Maley said:

During FY26, we significantly advanced our lead radiopharmaceutical asset, DEP® HER2-Lutetium, executed new strategic partnerships and strengthened existing ones, and further validated the broad potential of DEP® with a focus on targeted oncology treatments. We thank our shareholders for their continued support throughout the year. Our focus remains on building long-term shareholder value through the development of a pipeline of targeted oncology therapies enabled by our DEP® technology. The team is committed to executing on the milestones ahead and translating our scientific and commercial progress into meaningful outcomes for patients and shareholders.

What’s next for Starpharma?

Looking ahead, Starpharma is focused on advancing its clinical and preclinical DEP® pipeline, including further development of the DEP® HER2-Lutetium asset in targeted oncology. Management says the recently strengthened cash position supports the group’s research programs and continued progress of its key partnerships.

The company aims to deliver long-term value for shareholders by progressing its innovative dendrimer-based therapies, with a particular emphasis on expanding its presence in oncology and strengthening its commercial relationships.

Starpharma share price snapshot

Over the past 12 months, Starpharma shares have surged more than 500%, significantly outpacing the All Ordinaries Index (ASX: XAO).

View Original Announcement

The post Starpharma: FY26 earnings reveal strong revenue growth and improved loss appeared first on The Motley Fool Australia.

More reading

• Arena REIT faces leasing challenge after Edge Early Learning enters administration
• DUG Technology scores US$9.3m software and HPC contract
• Down 56%: Has the market lost interest in Life360 shares?
• Inflation falls again, but could the RBA still raise interest rates?
• 3 reasons I’d buy the NDQ ETF now

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 Arena REIT (ASX: ARF) share price is likely in focus today after the ASX-listed property group announced its tenant, Edge Early Learning, has entered voluntary administration. Arena is working proactively with the administrator and exploring alternative leasing options to protect long-term shareholder value.

What did Arena REIT report?

• Edge Early Learning, a key tenant, has entered voluntary administration.
• The future of Edge’s leases across Arena-owned properties remains uncertain.
• Arena holds around $4 million in pooled bank guarantees as security over the Edge leases.
• The company is actively progressing discussions with possible replacement tenants.

What else do investors need to know?

Arena previously flagged its exposure to Edge Early Learning, and this latest update confirms that uncertainty for some properties in its portfolio is continuing. Arena’s management is engaging constructively with the administrator to seek the best outcome for its securityholders.

While the leases with Edge remain unresolved, Arena’s diversified tenant base across early learning and healthcare sectors may help to cushion some of the financial impact. The company is proactively seeking new leasing arrangements and will provide further updates as more information becomes available.

What’s next for Arena REIT?

Arena’s immediate focus remains on working with the administrator of Edge Early Learning and seeking to secure alternative tenants for any affected properties. The $4 million held in bank guarantees provides some protection to the REIT, but uncertainty remains until lease arrangements are clarified.

Shareholders can expect further updates from management as the situation evolves and discussions with potential replacement tenants progress.

Arena REIT share price snapshot

Over the past 12 months, Arena REIT shares have declined 41%, significantly trailing the All Ordinaries Index (ASX: XAO), which has risen 1% over the same period.

View Original Announcement

The post Arena REIT faces leasing challenge after Edge Early Learning enters administration appeared first on The Motley Fool Australia.

More reading

• 3 ASX shares Macquarie says will return 23% to 49%
• Arena REIT FY2026 earnings: profit up 8%, distributions higher
• Here are the top 10 ASX 200 shares today
• After falling 33% over two days, a huge 77% rebound for this ASX real estate stock is tipped
• Arena REIT postpones FY2026 earnings result as Edge Early Learning seeks rent relief

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.