London · Delayed Price · Currency is GBP · Price in GBX Brooks Macdonald Group Earnings Call Transcripts
Fiscal Year 2026
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Record FUMA and revenue growth were achieved, driven by digital and AI investments, strong net inflows, and successful integration of Brooks Financial. Cost discipline and efficiency gains supported improved profitability, with positive momentum and guidance for FY 2027.
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Achieved record FUMA above £20bn, 12% revenue growth, and strong segment expansion, supported by technology-driven efficiency gains and strategic investments. Transformation costs will decline in H2, with continued focus on organic and targeted inorganic growth.
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Positive net flows and double-digit revenue growth marked a strong half, with FUMA exceeding GBP 20 billion and successful integration of acquisitions. Investments in technology, efficiency, and client engagement support continued momentum and robust outlook.
Fiscal Year 2025
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Record FUMA of £19.2bn and 4.6% revenue growth highlight strong execution of a UK-focused strategy, with digital and product innovation driving efficiency. Integration of acquisitions and new retirement products position the business for further growth.
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Funds under management rose to £15.7bn, with strong platform MPS flows and investment performance. Despite a 2.6% revenue decline, profit margins remained robust due to cost control, and the interim dividend increased. Strategic acquisitions and digital initiatives support future growth.
Fiscal Year 2024
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Full-year 2024 saw 7% FUM growth to £18bn, 6.6% higher EPS, and a widened profit margin, supported by cost efficiencies and strong MPS momentum. Strategic divestments and new leadership set the stage for targeted 5% net flows and continued dividend growth.