Key points
- Firm level AUM up 24% to USD104 billion
- Ownership adjusted AUM up 21% to USD34 billion
- Adjusted EBITDA USD102 million, down 10% from FY25
Full summary
Navigator Global Investments Ltd (NGI) reported its financial results for the 12 months ended 30 June 2026 (FY26). The company achieved a 24% increase in firm-level Assets Under Management (AUM) to USD104 billion, with ownership-adjusted AUM up 21% to USD34 billion. The full-year Adjusted EBITDA was USD102 million, down 10% from the prior year, aligning with the guidance range provided in May. The earnings result followed two exceptionally strong years. NGI's portfolio of alternative asset managers delivered strong risk-adjusted investment performance, with aggregate net inflows of USD3.4 billion and continued strong investment performance contributing USD2.8 billion in AUM. The company also completed the acquisition of a portfolio of 17 net revenue shares in asset managers from Stable Asset Management, which is expected to contribute meaningfully to FY27 earnings.
Guidance
FY26 Adjusted EBITDA USD102 million, FY27 earnings contribution from NGI Stable Growth Portfolio
Outlook
Navigator Global Investments Ltd remains confident in the strong risk-adjusted performance of its portfolio and anticipates continued success in FY27, driven by the growth of its partner firms.