Computershare Ltd (ASX:CPU)

Full Year 2025 Computershare Ltd Earnings Call Transcript

Aug 12, 2025 / 10:59 AM GMT

Release Date Price: A$41.31 (-0.46%)

Transcript

Key Points

Positve

Computershare Ltd (CMSQF) reported a 15% increase in management EPS to $1.35 per share, consistent with upgraded guidance.
The company achieved a 4.4% increase in management revenue, driven by a 4.3% growth in core fees and a 13.6% rise in transactional and event revenue.
Corporate trust revenues increased by over 4%, with EBIT up 7.3% and margins expanding by 140 basis points to almost 53%.
Employee share plans delivered impressive results with 9% growth in revenues, 15% growth in EBIT, and 25% growth in EBIT XMI.
The company completed a $750 million share buyback, increasing total returns to shareholders by 17% to $613 million.

Negative

Margin income decreased by 2.8% due to lower interest rates, and is expected to decline by another 5% in FY26.
Corporate action volumes were down 2% for the year, impacting revenue despite higher average fees per deal.
The UK mortgage servicing business is experiencing a decline in revenues and loan values, with the company looking to exit this market.
The non-exposed book yield is expected to decrease to 76 basis points in FY26, down from 101 basis points in FY25.
The company anticipates a step-up in costs to implement additional cost savings, with restructuring programs expected to continue until FY27.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

CPU.AX - Computershare Ltd
Full Year 2025 Computershare Ltd Earnings Call
Aug 12, 2025 / NTS GMT

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Presentation
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Unidentified_1 [1]
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Good morning and thank you for joining us for the Computer Share FY25 results conference call.

Nick Oldfield, our CFO, is with me along with Michael Brown from our investor relations team. And as usual, we have released a presentation pack on our website, and Nick and I will take you through the highlights and then open up for Q&A. And just to remind you, we will be talking in US dollars, constant currency, unless we state otherwise.

So just reflecting on the past financial year, I'd say today's results really validate our strategy.

We made key strategic decisions to build a simpler, higher quality capitalli computer share, a group that can deliver consistent results and increased returns to shareholders,

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