Mff Capital Investments Ltd. · ASX:MFF
Mff Capital Investments — Investor Presentation (March 2026)
10 slides from Mff Capital Investments's investor presentation, Mar 18, 2026
Slide 1: MFF Capital Investments Shareholder Webinar
MFF Capital Investments Shareholder Webinar 18 March 2026
Slide 2: Important Information
Important Information This presentation has been prepared by MFF Capital Investments Limited ABN 32 121 977 884 (“MFF”) for informational purposes only. It does not constitute an offer, invitation, solicitation or recommendation to subscribe for or purchase securities in MFF or any other financial p
Slide 3: Business Overview
Business Overview MFF aims to build lasting wealth for shareholders primarily through long-term ownership of advantaged businesses • One of Australia’s largest listed investment companies - $2.7 billion market capitalisation1 • Long-term track record of compounding shareholder capital – net assets (
Slide 4: Objectives & Approach
Objectives & Approach OBJECTIVES Maximise compound risk adjusted Minimise risk of permanent capital loss after-tax returns APPROACH UNCONSTRAINED DISCIPLINED LONG TERM Analytical focus on Flexible capital allocation, opportunity cost, quality and An investment mindset that adaptive to evolving marke
Slide 5: 1H26 Overview
1H26 Overview Half year ended 31 December 2025 $297m $210m $89.7m Net profit before tax Net profit after tax Cash tax paid (down 46% on pcp) (down 45% on pcp) (up 150% on pcp) $3,117m $2,614m $484m Investment assets Net assets Net deferred tax liabilities (up 6% since 30 June) (up 7% since 30 June)
Slide 6: Dividends
Dividends As at 31 December 2025 MFF intends to increase the rate of the six-monthly 10.0 cents per share 11cps dividend to 11 cents per share for the period ending 30 June 20261. FY26 declared interim dividend 27% Annual fully franked dividends (cents per share) Five-year dividend compound annual 2
Slide 7: Capabilities & Growth
Capabilities & Growth • FY26 focus on building internal capabilities for prudent risk management and long-term growth Transition to an in-house operational services model now complete Global equities research capabilities extended via Montaka Global Investments Senior leadership now in place •
Slide 8: Portfolio Holdings
Portfolio MasterCard % 8.6 Oversea – Chinese Banking % 1.7 Holdings Alphabet Class A Visa 8.4 8.0 United Overseas Bank US Bancorp 1.6 1.4 As at 13 March 2026 Meta Platforms 7.0 CVS Health 1.4 Bank of America 7.0 Alphabet Class C 0.9 Amazon 6.7 Montaka Global Fund – Active ETF (ASX:MOGL) 0.9 American
Slide 9: Q&A
1Q&A e i I I Capital Investments
Slide 10: Thank you for your attendance
SUBSCRIBE FOR COMPANY UPDATES Thank you for your attendance
MFF Capital Investments — Investor Presentation (March 2026) on 6ix