AUB Group holds its AGM

In FY25, the company reported a 17% lift in profit and upbeat FY26 guidance.

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Key points
  • AUB Group reported a 17.1% increase in underlying NPAT and a 12.7% rise in revenue, indicating robust growth and financial health.
  • The group completed multiple acquisitions and significantly expanded its UK retail broking, enhancing its global presence.
  • With a focus on portfolio optimisation and international expansion, AUB Group has set a promising NPAT guidance for FY26, aiming for further growth and margin improvement.

The AUB Group Ltd (ASX: AUB) share price is in the spotlight today as the company holds its annual general meeting (AGM). In FY25, the company reported a 17.1% jump in underlying NPAT to $200.2 million and a 12.7% rise in revenue to $1.5 billion for FY25.

A line of people sitting at a long desk in an annual general meeting

Image source: Getty Images

What did AUB Group report in FY25?

  • Revenue rose 12.7% to $1,501.3 million
  • Underlying NPAT increased 17.1% to $200.2 million, beating the top end of guidance
  • Underlying earnings per share lifted 9.5% to 171.8 cents
  • Dividend per share was up 15.2% to 91.0 cents
  • EBIT margin expanded to 34.7% (from 34.0%)
  • Strong growth in Agencies and BizCover, with PBT up 30.0% and 26.8% respectively

What else do investors need to know?

AUB Group continued its momentum in FY25 by completing several acquisitions, including Pacific Indemnity, Momentum, Movo and sixteen smaller bolt-ons. The group expanded its UK retail broking significantly, taking its UK GWP from £110 million in FY24 to £340 million in FY25.

Portfolio optimisation, especially in Australian Broking, helped boost EBIT margins to 37.8%. The company says its scale now stretches across 579 locations and more than 6,000 staff globally. BizCover, its digital SME insurance platform, also delivered strong revenue growth and client retention.

What did AUB Group management say?

CEO and Managing Director Mike Emmett said:

We're pleased with this year's solid performance, highlighted by strong underlying profit growth, margin expansion across key divisions, and successful integration of recent acquisitions.

What's next for AUB Group?

Looking to FY26, AUB Group has set underlying NPAT guidance of $215.0–227.0 million, an expected increase of 7.4%–13.4% on the prior year. The company's main focus areas will be further portfolio optimisation in Australia and New Zealand, scaling up new agencies, and accelerating momentum for BizCover.

Internationally, the group will continue building out its Tysers business in the UK and pursue select bolt-on acquisitions. Margin improvement and technology investments remain central to AUB's strategy.

AUB Group share price snapshot

Over the past 12 months, AUB Group shares have risen 24%, outperforming the S&P/ASX 200 Index (ASX: XJO) which has risen 7% over the same period.

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Motley Fool contributor Laura Stewart has no position in any of the stocks mentioned. The Motley Fool Australia's parent company Motley Fool Holdings Inc. has no position in any of the stocks mentioned. The Motley Fool Australia has recommended Aub Group. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips. This article was prepared with the assistance of Large Language Model (LLM) tools for the initial summary of the company announcement. Any content assisted by AI is subject to our robust human-in-the-loop quality control framework, involving thorough review, substantial editing, and fact-checking by our experienced writers and editors holding appropriate credentials. The Motley Fool Australia stands behind the work of our editorial team and takes ultimate responsibility for the content published by The Motley Fool Australia.

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