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.
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.
