Count Limited Investor Presentation 1H26 Results

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Stock Count Ltd (CUP.ASX)
Release Time 24 Feb 2026, 8:16 a.m.
Price Sensitive Yes
 Count Limited Investor Presentation 1H26 Results
Key Points
  • Continued strong growth in both Statutory and Underlying results
  • Ongoing growth in Wealth Management coupled with strong mergers and acquisitions (M&A) activity
  • Segment performance demonstrates both organic and acquisitive growth
Full Summary

Count Limited reported strong growth in both statutory and underlying results for 1H26. Statutory revenue increased by 12% to $82.8M, while statutory EBITA and NPAT attributable grew by 50% and 91% respectively. Underlying EBITA and NPAT attributable also saw significant increases of 19% and 45% respectively. The company's Wealth Management business continued to perform well, with Funds Under Advice (FUA) growing by 11% and Funds Under Management (FUM) increasing by 49%. The transition of Count Portfolios in October 2025 and the addition of 21 new firms utilizing the CARE investment philosophy contributed to the FUM growth. The Equity Partnerships segment also delivered strong financial planning revenue growth of 12%, while the Services segment saw revenue growth driven by annual price increases and customer growth. The company completed 9 M&A transactions in 1H26, up 50% from the prior corresponding period, further strengthening its market position. Count's corporate costs increased due to technology investment and transaction-related expenditure, but the company maintained cost discipline, with costs increasing at a slower rate than revenue. The company's cash flow generation remained strong, with operating cash flow growing by 75% year-on-year. Count's balance sheet remained healthy, with ample headroom to support continued M&A execution.

Guidance

Count is targeting financial planning revenues to represent 50% of the Equity Partnership revenues within five years, and to accelerate the rollout of the CARE investment philosophy and Count Investment Solutions, targeting $10b of FUM within five years. The company also aims to improve the take-up of Count outsourcing solutions, IT managed services and Education products, targeting 50% take up within the Count network within five years.

Outlook

Count remains focused on driving shareholder value through growing its employed Financial Advisers, continuing the execution of its M&A strategy, accelerating the rollout of the CARE investment philosophy and Count Investment Solutions, and improving the take-up of its corporate services offerings.