Argo Investments Limited · ASX:ARG
Argo Investments — FY2026 Earnings Presentation
13 slides from Argo Investments's earnings presentation, Aug 18, 2026
Slide 1: Presentation slides for full year results webinar
18 August 2026 Company Announcements ASX Limited For personal use only Presentation slides for full year results webinar Following the release of Argo Investments (ASX: ARG) 30 June 2026 full year results on 5 August 2026, please find attached the presentation slides for today’s webinar to discuss t
Slide 2: FY2026 Results & Quarterly Dividends Webinar
ARGO INVESTMENTS For personal use only ASX code: ARG FY2026 Results & Quarterly Dividends Webinar 18 AUGUST 2026
Slide 3: Disclaimer
DISCLAIMER This presentation has been prepared by Argo Service Company Pty Ltd (ASCO) (ACN 603 367 479 ) (Australian Financial Services Licence 470477 ), on behalf of Argo Investments Limited (ACN 007 For personal use only 519 520 ). ASCO’s Financial Services Guide is available on request or at argo
Slide 4: Company Overview
COMPANY OVERVIEW For personal use only 1946 85,600 $8.2b Founded in Adelaide Shareholders Total assets 14 people 86 0.14% Employed across two Total holding s in Management Expense offices portfolio Ratio (MER) Figures are at 30 June 2026 . 3
Slide 5: FY2026 Results
FY2026 RESULTS Summary of financial results FY2026 FY2025 Profit $260.2m $259.8m For personal use only Earnings per share 34.3c 34.1c Final dividend per share (fully franked) 20.0c 20.0c of which LIC capital gain ^ 5.0c 7.0c Full year dividends per share (fully franked) 38.5c 37.0c Management Expens
Slide 6: Our Dividend Track Record
OUR DIVIDEND TRACK RECORD Increase Argo Investments annual dividends ANNUAL DIVIDENDS cents per share Up +37.5% For personal use only Since COVID market lows TRACK RECORD 80 years Continuous dividends FULLY FRANKED SINCE 1995 Paid twice each year 5
Slide 7: Strong Investment Outperformance
STRONG INVESTMENT OUTPERFORMANCE Total returns SINCE COVID +8.3% p.a. For personal use only NTA return vs Index +7.8% FY2026 NTA RETURN +8.7% Versus Index +6.1% H2 OUTPERFORMANCE +4.7% Versus Index Figures to 30 June 2026. 6
Slide 8: Portfolio Movements
PORTFOLIO MOVEMENTS LABEL TWO HOLDINGS IN PORTFOLIO Larger purchases Larger sales 86 For personal use only CSL Reece Up from 85 in 2025 Amcor Rio Tinto TOTAL PURCHASES Firmus Grid * Macquarie Group $267.1m Generation Development Group * Wesfarmers Spent on acquiring investments Megaport QBE Insuranc
Slide 9: NTA Movements
NTA MOVEMENTS Net Tangible Asset (NTA) movements per share for the 2026 financial year For personal use only 8
Slide 10: Share Price Relative to NTA
SHARE PRICE RELATIVE TO NTA 'Tech wreck' Argo Investments share price premium/discount to NTA 30 years to July 2026 Post -GFC ‘hangover’ For personal use only ‘Tech wreck’ Low interest Ultra -low A sian economic rates interest rates cris is COVID -0.6% 30 -year average discount to NTA China mining b
Slide 11: Move to Quarterly Dividends
MOVE TO QUARTERLY DIVIDENDS 40 cents January 2027 10 cents For personal use only FORECAST ANNUAL DIVIDEND PROPOSED START DATE FOR FOR EACH OF FIRST FOUR QUARTERLY DIVIDENDS QUARTERLY DIVIDENDS Proposed quarterly dividend schedule “Argo’s Board continues to focus on PAYMENT DATE DIVIDEND AMOUNT ensur
Slide 12: Questions & Answers
For personal use only ANSWERS QUESTIONS & 11
Slide 13: Investing for our shareholders since 1946
For personal use only Investing for our shareholders since 1946 12