Perpetual Limited (ASX:PPT)

Perpetual Financials Overview

Financials in millions AUD. Fiscal year is July - June.

Revenue & Profits

Chart

Fiscal Year	TTM	FY 2026	FY 2025	FY 2024	FY 2023	FY 2022
Period Ending	Jun 30, 2026	Jun 30, 2026	Jun 30, 2025	Jun 30, 2024	Jun 30, 2023	Jun 30, 2022
Revenue Revenue Growth	1,156	1,156	1,391	1,358	1,034	749.6
Revenue Growth	-17.17%	-16.84%	2.43%	31.27%	37.95%	14.95%
Gross Profit Gross Profit Growth	158.3	158.3	587.3	550.5	470.1	368.4
Operating Income Operating Income Growth	158.3	158.3	155.8	165.8	138.9	146.7
Net Income Net Income Growth	88.9	88.9	-58.2	-472.2	59	101.2
Earnings Per Share EPS Growth	0.76	0.76	-0.52	-4.21	0.71	1.76
EPS Growth	-	-	-	-	-59.72%	36.19%

Revenue by Segment

Chart

Fiscal Year	TTM	FY 2025	FY 2024	FY 2023	FY 2022	FY 2021
Period Ending	Dec 31, 2025	Jun 30, 2025	Jun 30, 2024	Jun 30, 2023	Jun 30, 2022	Jun 30, 2021
Wealth Management Wealth Management Growth	235.8	235.6	226.8	217.4	211.2	-
Group Support Service Group Support Service Growth	35.3	29.3	32.9	18	10.2	17.3
Asset Management Asset Management Growth	909.3	913.2	894.6	606.5	386	-
Significant Items Significant Items Growth	7.3	8.2	15.5	14.2	-16.3	10.3
Corporate Corporate Growth	-	204.2	187.7	178	158.5	-
Total Total Growth	1,402	1,391	1,358	1,034	749.6	652.1

Cash & Debt

Chart

Fiscal Year	Current	FY 2026	FY 2025	FY 2024	FY 2023	FY 2022
Period Ending	Jun 30, 2026	Jun 30, 2026	Jun 30, 2025	Jun 30, 2024	Jun 30, 2023	Jun 30, 2022
Cash & Investments Cash & Investments Growth	330.2	330.2	343.2	221.3	263.2	175.4
Total Debt Total Debt Growth	740.6	740.6	887.1	833.7	825.3	330.7
Net Cash (Debt) Net Cash Growth	-410.4	-410.4	-543.9	-612.4	-562.1	-155.3
Net Cash Growth	-	-	-	-	-	-
Net Cash Per Share Net Cash Per Share Growth	-3.52	-3.52	-4.87	-5.46	-6.77	-2.71

Cash Flow & CapEx

Chart

Fiscal Year	TTM	FY 2026	FY 2025	FY 2024	FY 2023	FY 2022
Period Ending	Jun 30, 2026	Jun 30, 2026	Jun 30, 2025	Jun 30, 2024	Jun 30, 2023	Jun 30, 2022
Operating Cash Flow Operating Cash Flow Growth	272.3	272.3	217.1	296.4	134.7	170.8
Capital Expenditures CapEx Growth	-15.8	-15.8	-20.7	-31.8	-25.4	-15
Free Cash Flow Free Cash Flow Growth	256.5	256.5	196.4	264.6	109.3	155.8
Free Cash Flow Growth	20.14%	30.60%	-25.77%	142.09%	-29.85%	45.74%

Margins

Chart

Fiscal Year	TTM	FY 2026	FY 2025	FY 2024	FY 2023	FY 2022
Period Ending	Jun 30, 2026	Jun 30, 2026	Jun 30, 2025	Jun 30, 2024	Jun 30, 2023	Jun 30, 2022
Gross Margin	13.69%	13.69%	42.24%	40.55%	45.46%	49.15%
Operating Margin	13.69%	13.69%	11.21%	12.21%	13.43%	19.57%
Pretax Margin	3.86%	3.86%	-3.73%	-33.80%	8.62%	18.32%
Profit Margin	7.69%	7.69%	-4.19%	-34.78%	5.71%	13.50%
FCF Margin	22.18%	22.18%	14.12%	19.49%	10.57%	20.78%

Dividends

Chart

Fiscal Year	Current	FY 2026	FY 2025	FY 2024	FY 2023	FY 2022
Period Ending	Aug 27, 2026	Jun 30, 2026	Jun 30, 2025	Jun 30, 2024	Jun 30, 2023	Jun 30, 2022
Dividend Per Share Dividend Per Share Growth	1.150	-	1.150	1.180	1.200	2.090
Dividend Per Share Growth	-0.88%	-	-2.54%	-1.67%	-42.58%	16.11%
Dividend Yield	5.89%	-	6.77%	6.26%	5.55%	9.31%

Valuation

Chart

Fiscal Year	Current	FY 2026	FY 2025	FY 2024	FY 2023	FY 2022
Period Ending	Aug 27, 2026	Jun 30, 2026	Jun 30, 2025	Jun 30, 2024	Jun 30, 2023	Jun 30, 2022
PE Ratio	38.65	19.78	-	-	48.96	16.00
Forward PE	11.44	9.34	11.20	10.90	11.12	10.79
P/FCF Ratio	8.66	6.86	10.30	9.03	26.43	10.40
PS Ratio	1.92	1.52	1.46	1.76	2.79	2.16

Data Source: S&P Global Market Intelligence Last updated: Dec 31, 2025

Financial data is provided by S&P Global Market Intelligence and updates within hours after each earnings release, which is every six months for this company.

Update frequency:

Semi-annually

Last checked:

Aug 27, 2026

Data Sources Report a data error