Count Limited reported a 20% rise in underlying EBITA to $33.4 million for the year ended June 2026, driven by growth in its wealth management business and the completion of the Oracle Advisory Group acquisition.
Total underlying revenue increased 18% to $165.9 million, while statutory EBITA climbed 39% to $34.5 million. Statutory net profit attributable to shareholders rose 71% to $15.2 million, supported by a 41% increase in net operating cash flow to $31.1 million. The group ended the year with $63.9 million in cash and a net cash position of $26.1 million, while gross debt declined to $37.8 million.
Wealth segment performance strengthened, with revenue up 8% to $45.8 million and EBITA rising 16% to $15.1 million. Funds under management in the segment grew 47% to $6.5 billion, including $889 million added through the October 2025 transition of Count Portfolios. Contribution margin expanded to 33%, up from 31% in the prior year and 14.5% in FY2023. Gross business earnings per adviser increased 11%.
Equity partnerships revenue surged 27% to $87.1 million, with EBITA up 34% to $19.3 million. The segment’s average firm EBITA margin remained steady at 23%, while financial planning revenue grew 15% to represent 25% of segment revenue. Services segment revenue rose 8% to $32.9 million, with EBITA up 21% to $11.1 million and EBITA margin expanding to 34%.
The Oracle Advisory Group acquisition, completed on July 20, 2026, added 22 advisers across 14 offices and contributed $740 million in funds under advice, bringing the combined total to approximately $43 billion. The deal was valued at $65.6 million, including $45.6 million in cash, $3.4 million in scrip, and up to $16.6 million in deferred consideration. Annualized cost synergies are expected to reach at least $1.25 million within 24 months, exceeding the initial $1 million target.
Count declared a final dividend of 3 cents per share, fully franked, a 9% increase from the prior year’s final payment. Total dividends for FY2026 reached 5 cents per share, with the group targeting a payout ratio of 60% to 90% of maintainable net profit after tax.
Chief Executive Officer Hugh Humphrey noted the improved performance reflected a stronger flywheel effect across segments, with wealth strategy and strategic acquisitions driving growth.
