Author: openjargon

The TPG Telecom Ltd (ASX: TPG) share price will be in focus today after the telco reported a 1% lift in half-year EBITDA to $821 million and raised its interim dividend to 10 cents per share.

What did TPG Telecom report?

• Service revenue up 0.5% to $2,071 million
• Mobile service revenue up 3.1% driven by 64,000 more mobile subscribers
• EBITDA up 1% to $821 million (up 4.5% pro forma)
• NPAT of $35 million, up from $32 million last year
• Operating free cash flow of $199 million, up 16.4% pro forma
• Interim dividend increased to 10 cents per share, 25% franked

What else do investors need to know?

TPG Telecom highlighted continued growth in its mobile business, propelled by its digital-first brands and network expansion, helping boost average revenue per user to $35.21. Home broadband revenue slipped by 1.9% amid fierce competition, but the business expects further subscriber improvement in the second half of FY26.

The company has realised gains from selling its fibre and enterprise assets to Vocus Group in 2025, allowing for lower borrowing costs and a stronger balance sheet. Its fixed wireless business also returned to growth, supported by new standalone 5G offerings.

What did TPG Telecom management say?

Iñaki Berroeta, CEO and Managing Director, said:

TPG Telecom delivered a strong first-half result, demonstrating the benefits of network sharing and the strength of our multi-brand strategy, along with disciplined delivery, and a continued focus on value for our customers and shareholders. We are executing our strategy with discipline, improving profitability and generating strong cash flows.

The benefits of our simplified operating structure and ongoing network and IT systems enhancements are supporting improving business performance and shareholder returns. With clear strategic foundations in place, we remain focused on delivering sustainable long-term value. TPG Telecom is well-positioned for the years ahead as we deliver ongoing growth in free cash flow, earnings per share and return on capital.

What’s next for TPG Telecom?

The board has reaffirmed its FY26 guidance, targeting EBITDA between $1,665 million and $1,735 million, and capital expenditure of around $750 million. Management expects ongoing improvements in free cash flow as past investments in network and IT start to pay off, along with further momentum from mobile subscriber growth and digital-first strategies.

TPG Telecom says it will keep prioritising sustainable growth and increasing dividends in line with profit and cash flow over time. The company continues with its operational simplification and cost controls to drive long-term shareholder value.

TPG Telecom share price snapshot

The TPG Telecom share price has significantly underperformed the S&P/ASX 200 Index (ASX: XJO) over the past 12 months with a decline of around 33%.

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The post TPG Telecom shares on watch as earnings and dividend edge higher in HY26 appeared first on The Motley Fool Australia.

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• Can TPG Telecom shares rebound from an all-time low?

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.

Two ASX shares enjoyed a strong rise yesterday following the release of earnings results and study results. 

Cuscal Ltd (ASX: CCL) shares rose almost 8% yesterday, while AVITA Medical Inc (ASX: AVH) rose 4%. 

This prompted fresh buy ratings from the team at Bell Potter, as well as upgraded price targets. 

What did the companies announce?

Cuscal shares rose strongly yesterday following the release of full-year results. The company reported a 49% jump in statutory NPAT to $42.7 million for FY26, boosted by acquisitions of Indue and Paymark.

Underlying NPAT was up 20% to $46.2 million, while underlying net operating income rose 20% to $347.7 million. Aggregate transaction volumes grew 12% over the year and the final dividend of 7 cents takes the full-year dividend to 11.5 cents per share. 

Following yesterday’s rise, Cuscal shares are now up 93% over the last year. 

Meanwhile, investors were gobbling up AVITA Medical shares after the announcement of its study results. 

According to the release, it has produced evidence that its PermeaDerm treatment may replace expensive cadaveric skin grafts with a product that works similarly, costs ~70% less, and is far easier to prepare.

The full releases from both companies can be found here: 

• Cuscal full-year results 
• AVITA clinical study announcement.

Upgraded outlook for Cuscal following earnings results 

Following the full-year results, the team at Bell Potter provided upgraded guidance for Cuscal shares. 

The broker said the underlying FY26 NPAT came in at $46.2 million, ahead of expectations. 

Bell Potter also said the balance sheet remains healthy, and noted the final dividend was increased to 7 cents per share fully franked. 

For FY27, management is guiding to mid-20% volume and underlying NPAT growth. Although acquiring growth is expected to be weaker, Bell Potter sees this as implying organic earnings growth of more than 10%, with volumes having picked up since June.

Based on this guidance, the broker retained its buy recommendation and raised its price target to $6.50 (previously $5.80). 

From yesterday’s closing price, this indicates an upside potential of almost 16%. 

Big upside for AVITA Medical

Bell Potter has also raised its outlook for AVITA Medical shares following its study results. 

Bell Potter is more bullish on the company because its products are showing strong cost and clinical benefits. 

PermeaDerm significantly reduced treatment costs and preparation time while achieving similar healing results to cadaver skin, although it is still a small part of AVH’s revenue.

The bigger story is RECELL (AVITA’s main product), where revenue growth is picking up, reimbursement uncertainty is improving, and cash burn is moderating. 

Bell Potter believes the broader product range could also help it sell more products into existing hospitals.

Based on this guidance, the broker retained its buy recommendation on the company and raised its price target to $3.70 (previously $2.10). 

This indicates a 36% upside from current levels. 

The post Broker puts fresh buy ratings and tips 36% upside for these earnings results winners  appeared first on The Motley Fool Australia.

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• Why James Hardie, Avita Medical and ResMed shares are turning heads on Friday

Motley Fool contributor Aaron Bell has no position in any of the stocks mentioned. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has positions in and has recommended Avita Medical. The Motley Fool Australia has recommended Avita Medical. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

The Inghams Group Ltd (ASX: ING) share price is in focus after the company reported FY26 earnings in line with guidance, including a return to core poultry volume growth and strong cash generation.

What did Inghams Group report?

• Revenue rose 2.4% to $3,227.4 million
• Underlying EBITDA pre AASB 16 was $186.4 million, down 21.2% on the prior year
• Net profit after tax (NPAT) dropped 61.5% to $34.6 million
• Core poultry volumes grew 1.9%
• Final fully franked dividend of 6.1 cents per share declared
• Net debt reduced by $27.1 million to $403.3 million

What else do investors need to know?

Inghams delivered $82.3 million in cost savings during the year, hitting the upper end of its target, despite facing $13.2 million in additional costs linked to ongoing Middle East conflict. The company continued to diversify its customer base, particularly in Australia, where retail volumes excluding Woolworths rose 17.2%.

Production inefficiencies earlier in the year and cost pressures from ingredients, freight, and labour weighed on full-year profitability. However, the second half saw operational improvements with inventories and supply chains returning to normal levels.

What did Inghams Group management say?

CEO and Managing Director Ed Alexander said:

We made significant progress strengthening the underlying business during FY26. Encouragingly, our earnings in the second half were materially above the first half, reflecting the improved underlying operating metrics… While the operating environment remains challenging, we enter FY27 with a more balanced network, a stronger and more diversified customer portfolio, a refreshed senior management team, and clear visibility of the opportunities still to unlock.

What’s next for Inghams Group?

Looking ahead, Inghams expects its primary earnings measure to shift to underlying EBIT, with FY27 guidance set at $155–180 million. The company forecasts further core poultry volume growth of 2.5–4.0% but anticipates continued cost pressures—including higher transport, packaging, and feed costs—due to both inflation and ongoing geopolitical disruptions.

Management is focused on ongoing cost control, leveraging procurement and continuous improvement initiatives to offset rising expenses. Capital expenditure for FY27 is expected around $80 million, as the group aims to strengthen its network and support future growth.

Inghams Group share price snapshot

Over the past 12 months, the Inghams Group share price has been among the worst performers on the S&P/ASX 200 index (ASX: XJO) with a decline of around 37%.

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The post Inghams Group FY26 earnings: volume growth, headwinds, and FY27 outlook 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.

Australian investors have spent more than two decades operating under the same capital gains tax rules. Hold an eligible asset for at least 12 months, sell it, and the taxable capital gain is generally reduced by 50%.

That arrangement is changing.

From 1 July 2027, the 50% capital gains tax discount for individuals, partnerships, and trusts will be replaced by inflation-based cost-base indexation. A minimum 30% tax rate will also apply to real capital gains.

The reforms apply to shares and exchange-traded funds, not only investment property. However, they are prospective: gains accruing before 1 July 2027 retain the existing treatment, even if the investment is sold later.

Importantly, the new system will not automatically leave every investor paying more tax. The outcome will depend on the return earned, inflation, and the investor’s marginal tax rate. Treasury modelling suggests indexation could have produced a slightly larger effective discount than the current system for average ASX share returns over some historical periods.

Nevertheless, the changing rules provide a timely reason to examine how investment returns are delivered. That brings a much older strategy back into focus.

Income that gives itself a pay rise

Dividend growth investing focuses on businesses capable of growing their earnings, cash flow, and shareholder distributions over time.

The objective is not simply to find the highest yield available today. It is to own companies that can increase their dividends without weakening their balance sheets or starving the business of necessary investment.

Consider a $10,000 investment yielding 4%. That produces $400 of income in the first year, before tax. If the dividend grows by 5% annually, the payment reaches approximately $620 in year 10 without the investor contributing another dollar.

Reinvesting those dividends could increase the income further by adding more shares, although taxes and changing share prices will affect the eventual result.

Unlike an unrealised capital gain, a dividend delivers part of the shareholder’s return in cash without requiring the shares to be sold. However, dividends are generally taxable in the year they are received, while capital gains remain deferred until an investment is sold.

That means neither approach is automatically more tax-efficient. The better outcome depends on the business, the price paid, and the investor’s circumstances.

Separating a payer from a grower

Not every generous yield is sustainable. A yield approaching 9% may reflect a falling share price and expectations that the dividend will be cut.

Four characteristics can help separate a genuine dividend grower from a potential yield trap.

The first is earnings and free cash flow growth. A dividend cannot keep rising indefinitely unless the business produces more cash to support it.

The second is the payout ratio, which measures how much profit is being distributed. A company paying out almost everything it earns has little room for weaker conditions or further investment.

The third is balance-sheet strength. Heavy debt repayments compete directly with shareholders for the same cash.

Finally, investors can examine capital-allocation discipline and dividend history. A company that has increased its payout through different economic conditions has demonstrated something a forecast cannot.

How Wesfarmers has grown its dividend

Wesfarmers Ltd (ASX: WES) provides a useful recent example.

The conglomerate increased its total dividends from $1.80 per share in FY22 to $1.91 in FY23, $1.98 in FY24 and $2.06 in FY25. Its FY26 interim dividend rose to $1.02 per share, up from 95 cents a year earlier. These dividends were fully franked. That record does not guarantee future increases. Wesfarmers must continue growing its earnings while balancing dividends against investment in businesses such as Bunnings, Kmart and WesCEF.

Washington H. Soul Pattinson and Co. Limited (ASX: SOL) offers a longer example, with FY26 marking its 28th consecutive year of dividend growth. Its record shows why investors may accept a lower starting yield when they believe the payout can compound over decades.

The franking factor

Australia adds another element through dividend imputation.

A 4% fully-franked cash yield equates to approximately 5.7% on a grossed-up basis when the company tax rate is 30%. This accounts for the company tax already paid and attached to the dividend as franking credits.

The investor’s final benefit depends on their tax rate, eligibility for refunds, and compliance with the relevant holding-period rules. Some investors may receive excess franking credits as a refund, while those on higher marginal rates may owe additional tax.

Foolish takeaway

Dividend growth investing is not risk-free. Dividends can be reduced, and an excessive focus on income can leave a portfolio concentrated in mature sectors or cause investors to overlook businesses capable of reinvesting capital at attractive returns.

The CGT reforms do not make dividend growth investing universally superior. Some investors may pay more tax under the new rules, while others could pay less.

However, the calculation is changing. For investors thinking in decades rather than quarters, companies capable of growing both their underlying value and their cash distributions may deserve a closer look.

The post How ASX dividend growth shares can build lasting income appeared first on The Motley Fool Australia.

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Motley Fool contributor Leigh Gant has no position in any of the stocks mentioned. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has positions in and has recommended Washington H. Soul Pattinson and Company Limited and Wesfarmers. The Motley Fool Australia has positions in and has recommended Washington H. Soul Pattinson and Company Limited. The Motley Fool Australia has recommended Wesfarmers. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

The Perenti Ltd (ASX: PRN) share price is in focus today after the diversified mining services group announced an agreement to divest its BTP Group business for $100 million. The sale will see Perenti receive an initial $80 million cash payment and a further $20 million after 12 months, supporting the company’s strategy to focus on higher returning opportunities.

What did Perenti report?

• Perenti will divest its BTP Group equipment rental and parts business for $100 million to Beetle Industries Pty Ltd.
• An initial $80 million cash payment is due upon completion, with a $20 million deferred payment 12 months later.
• The transaction will result in a non-cash loss of approximately $64 million in FY26 accounts.
• Completion is expected by the end of October 2026, subject to usual approvals and conditions.

What else do investors need to know?

The divestment is the result of a strategic review, with Perenti seeking to optimise its portfolio and allocate capital to higher-return areas of its business. The BTP sale frees up funds to support recent contract wins at Bellevue Gold in Australia and Fourmile in the USA, as well as potential growth opportunities.

The new owner, led by a consortium headed by Cratus Group, will fund the acquisition through a combination of debt and equity. The deferred payment has no performance conditions attached, providing Perenti certainty of proceeds.

What did Perenti management say?

Managing Director & CEO Vanessa Torres said:

Following a strategic review of our portfolio, we have agreed to divest our parts and equipment hire business. The transaction reflects our continued focus on actively managing our portfolio and allocating capital to businesses aligned with our competitive strengths in a way that maximises the Group’s total shareholder returns. While BTP’s performance has been impacted by market headwinds in recent years, its team has remained committed and worked diligently to support the profitability of the business. We believe the new ownership structure will provide a strong platform for BTP to pursue future opportunities and long-term success.

What’s next for Perenti?

Looking ahead, Perenti will use the BTP sale proceeds to fund new and existing operations with higher margins and growth potential. Management says this allows them to back recent wins and explore more opportunities aligned with their core strengths.

The company will also continue to focus on its active tender pipeline and consider further organic and inorganic growth moves as part of its evolving portfolio strategy.

Perenti share price snapshot

Over the past 12 months, Perenti shares have risen 18%, outperforming the All Ordinaries Index (ASX: XAO), which is flat over the same period.

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The post Perent to divest BTP Group for $100 million 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 Pro Medicus Ltd (ASX: PME) share price is on watch today after the company announced a new 7-year, A$25 million contract with Valley Health in the United States, covering its full suite of cloud-based medical imaging solutions.

What did Pro Medicus report?

• Signed a 7-year, A$25 million contract with Valley Health in the U.S.
• Valley Health will implement Visage 7 Viewer, Workflow, Open Archive and Cardiology Imaging
• Contract to be delivered using a cloud-based, transaction-based pricing model
• Migrating Valley Health’s legacy PACS archive to Visage 7 Open Archive
• Go-live implementation target set for Q1 of calendar year 2027

What else do investors need to know?

The Valley Health contract continues Pro Medicus’ momentum in the North American market, expanding its reach in the Mid-Atlantic region. This deal showcases the company’s growing reputation for delivering unified, cloud-based imaging solutions.

Importantly, Valley Health chose to adopt the full range of Visage 7 products, including the cardiology module—reflecting ongoing industry trends toward platform consolidation and cloud adoption. With its flexible, transaction-based pricing, Pro Medicus may also see further upside as usage grows.

What did Pro Medicus management say?

Pro Medicus CEO, Dr Sam Hupert, commented:

Valley Health provides award-winning care to their patients and is committed to improving the health of their region. They join our established customers in Virginia and the Mid-Atlantic, reflecting an ever-growing list of Visage 7 clients opting for our fully cloud-based platform, which, as a result of our CloudPACS strategy, is becoming the standard in the North American healthcare IT market.

What’s next for Pro Medicus?

Planning for the Valley Health rollout will commence immediately, with go-live aimed for the first quarter of 2027. The company expects continued growth from its ‘Full Stack +1’ offering, catering to health enterprises looking to modernise and unify their imaging systems.

With a strong pipeline across all segments and growing demand in North America, Pro Medicus appears well placed to build on its position as a leading provider of cloud-based medical imaging software.

Pro Medicus share price snapshot

Over the past 12 months, the Pro Medicus share price has underperformed the S&P/ASX 200 index (ASX: XJO) with a disappointing decline of around 33%.

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The post Pro Medicus signs A$25m US contract: What it means for investors appeared first on The Motley Fool Australia.

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Motley Fool contributor James Mickleboro has positions in Pro Medicus. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has recommended Pro Medicus. The Motley Fool Australia has recommended Pro Medicus. 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 Elevra Lithium Ltd (ASX: ELV) share price is in focus today after the lithium miner announced a binding supply agreement with Mangrove Lithium for long-term spodumene concentrate supply, featuring a price floor above production costs and no ceiling on potential pricing upside.

What did Elevra Lithium report?

• Signed a 7-year binding Spodumene Concentrate Supply Agreement with Mangrove Lithium, with a further 7-year renewal option
• Year 1 contracted volume: 122,000 dry metric tonnes (dmt); Year 2 onwards: 144,000 dmt per annum, take or pay
• Agreement includes a price floor above North American Lithium (NAL) production costs, and no price ceiling
• Performance subject to Mangrove Lithium achieving final investment decision (FID) by 31 December 2028
• Both Elevra and Mangrove have received investment support from the Canada Growth Fund

What else do investors need to know?

The agreement secures Elevra a stable, long-term local customer for its Québec-based NAL production, reducing exposure to volatile seaborne shipping costs and providing more predictable margins. This collaboration also strengthens Elevra’s presence in the North American lithium market, aligning with Canadian government initiatives to build a domestic battery supply chain.

Deliveries to Mangrove’s planned Eastern Canada conversion facility support a regional mine-to-chemicals supply chain. The agreement allows for flexible contracted volumes and further optional purchases before commercial operation, providing additional upside if Mangrove scales faster.

What did Elevra Lithium management say?

Elevra’s Chief Executive Officer and Managing Director, Lucas Dow, said:

This binding agreement with Mangrove Lithium is a significant step forward from the MoU we announced. It provides Elevra with a long-term local customer for NAL production on attractive terms, backed by a price floor set above our expected cost of production and with no price ceiling to limit potential upside. Supplying a customer located close to NAL also allows us to avoid the seaborne freight costs associated with shipping to international customers, which further supports our margins.

We are pleased that both Elevra and Mangrove Lithium have separately attracted the support of the Canada Growth Fund. That shared backing is a strong signal of the Canadian government’s commitment to building a domestic lithium supply chain.

What’s next for Elevra Lithium?

Looking ahead, Elevra Lithium will work with Mangrove as it seeks financing and final approval for the Canadian conversion facility. If all conditions are met, Elevra will benefit from consistent local demand and protection against downside price risk while remaining exposed to upside in global spodumene prices.

This agreement fits Elevra’s strategy of growing its North American presence and supporting the development of regional battery manufacturing infrastructure. Investors can watch for progress updates as Mangrove advances toward final investment decision and commercial operations.

Elevra Lithium share price snapshot

The Elevra Lithium share price has smashed the S&P/ASX 200 index (ASX: ELV) over the past 12 months with a whopping gain of approximately 130%.

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The post Elevra Lithium share price on watch amid new long-term Mangrove supply deal 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 BSP Financial Group Ltd (ASX: BFL) share price is in focus after the bank reported first-half 2026 statutory net profit after tax of K619.9 million, up 8.4%, and revenue of K1.89 billion, an increase of 17.7%.

What did BSP Financial Group report?

• Revenue: K1.89 billion (A$620.2 million), up 17.7% on the prior corresponding period
• Net profit after tax: K619.9 million (A$203.9 million), up 8.4%
• Interim dividend: K0.54 per share, up 8.0%
• Cost to income ratio: 43.8%, within the 42-45% guidance range
• Capital adequacy ratio: 25.3%, comfortably above regulatory requirements
• Return on equity (ROE): 23.9%

What else do investors need to know?

BSP Financial Group highlighted ongoing investment in its ‘Modernising for Growth’ program, resulting in higher employment costs and technology upgrades. The business continues to grow its lending portfolio and enhance digital offerings, while also expanding financial inclusion initiatives like the BSP Wantok Wallet, now used by over 278,000 customers.

During the half, BSP became the exclusive banking partner for the 2026 Rugby League World Cup. The company also announced plans for a new purpose-built headquarters in Port Moresby, aiming to support future growth and establish a significant commercial presence in Papua New Guinea’s capital.

What did BSP Financial Group management say?

Group Chief Executive Officer Mark T. Robinson said:

Our strong first-half performance reflects the success of our diversified business, ongoing investment in our growth strategy, and the dedication of our people.

What’s next for BSP Financial Group?

Management shared an optimistic medium-term outlook, buoyed by a pipeline of major resource projects in Papua New Guinea and the South Pacific. However, BSP noted short-term risks such as the impact of El Niño on agriculture and resources output.

The company is focused on implementing its multi-year Modernising for Growth program, continuing to invest in technology, customer service, and community initiatives, while maintaining prudent capital management to support lending and shareholder returns.

BSP Financial Group share price snapshot

Over the past 12 months, BSP Financial shares have risen 5%, trailing the All Ordinaries Index (ASX: XAO), which has been flat over the same period.

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The post BSP Financial Group earnings: Profit and revenue up for H1 2026 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 Ramelius Resources Ltd (ASX: RMS) share price is in focus after the gold miner reported FY26 revenue of $1,032.8 million, up 1% year on year, and a fully franked final dividend of 3 cents per share.

What did Ramelius Resources report?

• Revenue: $1,032.8 million, up 1% from FY25
• Underlying EBITDA: $765.4 million, down 7%
• Net profit after tax (NPAT): $118.8 million, down 75%
• Dividends: 6.0 cents per share total for FY26 (3.0 cents interim, 3.0 cents final), both fully franked
• Gold produced: 192,182 ounces at an All-in Sustaining Cost (AISC) of A$1,983/oz
• Net tangible asset backing per share: $2.08, up 27%

What else do investors need to know?

Ramelius completed the acquisition of Spartan Resources Limited during the year, adding the high-grade Dalgaranga gold mine to its portfolio. The company’s 2026 acquisition and plant integration program saw a $2.8 billion transaction, boosting resource and reserve estimates and expanding Dalgaranga’s mine life.

During FY26, Ramelius also announced the sale of the Edna May hub for $300 million. A $250 million share buy-back program was launched, with $141.8 million of shares repurchased so far, benefitting existing shareholders. The company continues to run a Dividend Reinvestment Plan, giving eligible shareholders the option to reinvest dividends.

What’s next for Ramelius Resources?

Ramelius expects to update its 4-Year Production Outlook and capital expenditure profile in the September quarter, following the award of the Mt Magnet mill upgrade contract. The company is targeting production of over 500,000 ounces per year by FY30, underpinned by further development of Dalgaranga, Rebecca-Roe, and exploration at existing projects.

With a robust cash and gold position of $649.6 million at year-end, Ramelius is well-placed to fund growth, continue capital returns, and adapt to market conditions. Management notes positive project economics at Rebecca-Roe and ongoing efforts to optimise the Mt Magnet-Dalgaranga integration.

Ramelius Resources share price snapshot

Over the past twelve months, the Ramelius Resources share price has outperformed the S&P/ASX 200 index (ASX: XJO) with a gain of 35%, lifted by robust gold prices and project milestones.

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The post Ramelius Resources reports profit drop, expands growth plans in FY26 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 Regis Resources Ltd (ASX: RRL) share price is in focus as the company posts a record net profit after tax of $715 million and declares fully franked final dividends of 20 cents per share, including a 5 cent special dividend.

What did Regis Resources report?

• Gold sales revenue rose 43% to $2.349 billion in FY26 from 373,879 ounces sold at an average $6,283 per ounce.
• Record net profit after tax (NPAT) of $715 million, up 181% year-on-year.
• EBITDA reached $1.345 billion, an increase of 72%, with an EBITDA margin of 57%.
• Fully franked final dividends of 20 cents per share declared, totalling $151 million, bringing total FY26 dividends to 35 cents per share ($265 million) and a 6.1% yield.
• Cash and bullion increased to $1.184 billion, up $667 million from the previous year.
• FY26 gold production was 379,050 ounces at an all-in sustaining cost (AISC) of $2,945 per ounce.

What else do investors need to know?

The company’s strong earnings performance allowed for record dividend payments, reflecting its updated capital management policy. Along with ongoing investment in production and development, Regis continues to prioritise shareholder returns with a 39% payout ratio this year.

Regis spent $23 million advancing the McPhillamys Gold Project and maintained a healthy balance sheet after $307 million in tax and dividend payments. The company returned to paying regular income tax instalments during FY26, with future tax payments expected to remain strong.

Dividend key dates are: ex-dividend on 10 September 2026, record date on 11 September, and payment on 7 October. The dividend reinvestment plan remains suspended.

What did Regis Resources management say?

Regis Resources CEO and Managing Director Jim Beyer said:

Regis has delivered an outstanding result for FY26, generating record net profit after tax of $715M, record EBITDA of $1.345B and record statutory operating cash flows of $1.247B. This performance reflects the consistency of our operations and the continued strengthening of our balance sheet.

What’s next for Regis Resources?

Looking ahead, Regis has reaffirmed its FY27 guidance, targeting between 360,000 and 400,000 ounces of gold production and group AISC of $2,990–$3,390 per ounce. Growth capital of $250–$270 million is weighted towards the first half, as new open pits are developed and the Rosemont Stage 3 project progresses.

The company’s unhedged position and strong cash balance put it in good shape to invest further in operations and growth opportunities, while keeping shareholder returns front of mind. Management projects a “catch-up” tax payment of $220–$240 million later in the year as part of its ongoing obligations.

Regis Resources share price snapshot

Over the past 12 months, Regis Resources shares have risen 84%, significantly outperforming the S&P/ASX 200 Index (ASX: XJO).

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The post Regis Resources delivers record FY26 profit and dividends 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.