Bell Financial Group Limited · ASX:BFG
Bell Financial — Shareholder Meeting (May 2025)
16 slides from Bell Financial's shareholder meeting presentation, May 21, 2025
Slide 1: 2025 AGM – Co-Chief Executive Officers' Presentation
ASX RELEASE. 21 May 2025 ASX Market Announcements Office ASX Limited 20 Bridge Street Sydney NSW 2000 2025 AGM – CO-CHIEF EXECUTIVE OFFICERS’ PRESENTATION Please find attached a copy of the presentation to be given by the Co-Chief Executive Officers at Bell Financial Group Limited’s Annual General M
Slide 2: 2025 Annual General Meeting
2025 Annual General Meeting Wednesday 21 May 2025
Slide 3: Agenda
AGENDA 2024 Overview and 2025 Market Update 1 Reports for 2024 2 Remuneration Report 3 Re-election of Director 2
Slide 4: 2024 Overview and 2025 Market Update
2024 Overview and 2025 Market Update
Slide 5: FY2024 Group Highlights
FY2024 Group Highlights Revenue Profit After Tax Funds Under Advice Return on Equity $276.4m $30.7m $85.8bn 18.3% 11.9% increase on 2023 26.4% increase on 2023 7.5% increase on 2023 21.7% increase on 2023 Technology & Platforms And Earnings Per Share Dividend Per Share Balance Sheet Products & Servi
Slide 6: Building recurring revenues
Building recurring revenues Our investment in Technology & Platforms and Products & Services creates the foundations for ongoing growth • Our Technology & Platforms and Products & Services businesses have delivered record revenue and earnings for more than 10 consecutive years. • Their combined cont
Slide 7: Unlocking growth potential by focusing on people, technology and products
Unlocking growth potential by focusing on people, technology and products People • Evaluating opportunities to grow our team through both internal and external channels. • Developing our next generation of Advisers and Managers. • Building on relationships across our broad client base, that includes
Slide 8: FY2024 Group Results
FY2024 Group Results Solid results in improved market conditions Solid earnings underpinned by recurring revenues • 2024 revenue grew 9.8% on 2023 with contributions from all three business divisions: Broking (Retail & Institutional), Products & Services, and Technology & Platforms. • Profit after t
Slide 9: Strong balance sheet with no core debt
Strong balance sheet with no core debt The Group is in a strong financial position. We have a solid $130 million cash-backed balance sheet. Balance Sheet $M Market capitalisation $430m 1. Based on 12 month EBITDA to 31 December 2024, At 31 December 2024 and BFG share price at 31 December 2024. Cash
Slide 10: Funds under Advice continue to grow
Funds under Advice continue to grow Funds under Advice, including Portfolio Administration Services (PAS), superannuation assets, sponsored holdings and the Bell Potter Capital margin loan book, all achieved record highs in 2024. 9
Slide 11: Broking (Retail & Institutional)
Broking (Retail & Institutional) Leveraged to markets • Our Institutional, Retail, and FX desks benefited from improved market sentiment and a return in investor confidence. They generated $102.4 million in revenue, a 7.8% increase on 2023. • The Equity Capital Markets (ECM) team had another excelle
Slide 12: Products & Services
Products & Services REVENUE ($M) Leveraged to distribution Products & Services revenue and earnings have grown consistently over an extended period. • $47.3 million in revenue (6.1% increase on 2023). • $13.3 million profit after tax (10.8% increase on 2023). • $588 million loan book (7.9% increase
Slide 13: Technology & Platforms
Technology & Platforms Leveraged to scale Our Technology & Platforms business continues to deliver consistent growth in revenue, profit and sponsored holdings. We expect growth in this business will continue. • $38.5 million in revenue (9.7% increase on 2023 revenues). • $8.2 million profit after ta
Slide 14: Market Update – Four months to April 2025
Market Update – Four months to 30 April 2025 • It’s been a challenging start to the year, with Broking and Equity Capital Markets revenues adversely impacted by volatility across global markets. • Group revenue was $80.0m (unaudited) for the four months ended 30 April, a 10.3% Revenue decrease on th
Slide 15: Important Disclaimer
Important Disclaimer The material contained in this presentation has been prepared by Bell Financial Group Limited ABN 59 083 194 763 (Bell Financial Group) and is general background information about the businesses, operations and activities of Bell Financial Group and its subsidiaries, current as
Slide 16: Bell Financial Group
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Bell Financial Group — Shareholder Meeting (May 2025) on 6ix