Mirrabooka Investments Ltd · ASX:MIR
Mirrabooka Investments — FY2025 Earnings Presentation
13 slides from Mirrabooka Investments's earnings presentation, Jul 17, 2025
Slide 1: Full-Year Results Presentation ASX cover letter
17 July 2025 The Manager ASX Market Announcements Australian Securities Exchange Exchange Centre Level 4 20 Bridge Street Sydney NSW 2000 Electronic Lodgement For personal use only Mirrabooka Investments Limited Full-Year Results Presentation Please find attached the presentation to be given at the
Slide 2: Full-Year Results Presentation July 2025
For personal use only Full-Year Results Presentation July 2025
Slide 3: Disclaimer
Disclaimer For personal use only Mirrabooka Investments Limited and Australian Investment Company Services Limited (AFSL: 303209), its related entities and each of their respective directors, officers and agents (together the Disclosers) have prepared the information contained in these materials in
Slide 4: About Mirrabooka
About Mirrabooka For personal use only Full Year Results – July 2025 3
Slide 5: Full-Year Result Summary
Full-Year Result Summary For personal use only Full Year Results – July 2025 4
Slide 6: Mirrabooka Portfolio Performance – Per Annum Returns to June 2025
Mirrabooka Portfolio Performance – Per Annum Returns to 30 June 2025* For personal use only * Assumes an investor can take full advantage of the franking credits. Mirrabooka's portfolio return is also calculate after management fees, income tax and capital gains tax on realised sales of investments.
Slide 7: Rationale for Raising Additional Capital
Rationale for Raising Additional Capital For personal use only Market volatility – we have seen greater opportunities arise in early 2025, positioning for more Replenishing capital – since our first special dividend in 2013, $81 mil paid out in cash dividends and Capital Gains Tax, net of capital ra
Slide 8: Outcome of the Capital Raising
Outcome of the Capital Raising For personal use only Successfully raised $85.1 million Total take up for New Shares under the Entitlement Offer and Top Up Facility was approximately 119% Scale back was completed based on a multiple relative to existing entitlement and a minimum for those who had sma
Slide 9: Material Contributors to Mirrabooka’s Recent Performance
Material Contributors to Mirrabooka’s Recent Performance For personal use only Contributors – FY25 Detractors – FY25 Temple & Webster +127% IDP Education -75% Hub 24 +93% Macquarie Technology -30% Life360 +97% Reece -42% Pinnacle Investment Mgmt. +47% OFX -67% ResMed +36% (exited) EVT +48% Objective
Slide 10: Financial Year Investment Portfolio Activity
Financial Year Investment Portfolio Activity Purchases $5m and above For personal use only Sales $5m and above New to the Portfolio Exiting the Portfolio Additions to Existing Holding Reductions in Ongoing Holdings Full Year Results – July 2025 9
Slide 11: Mirrabooka Top Holdings – June 2025
Mirrabooka Top 20 Holdings – 30 June 2025 % of % of For personal use only Company Portfolio Ownership Period Company Portfolio Ownership Period 1 5.6% 8 yrs 11* 2.5% 9.5 yrs 2* 4.1% 5 yrs 12* 2.2% 7.5 yrs 3 4.0% 14.5 yrs 13 2.2% 7.5 yrs 4 3.6% 3 yrs 14 2.2% 2 yrs 5 3.4% 13.5 yrs 15* 2.1% 1.5 years 6
Slide 12: Outlook
Outlook For personal use only We enter the new financial year with a continued focus on patience and discipline in our investment approach. While the additional capital raised in recent months leaves us with a significant cash holding of 11% of the portfolio value, this is not unprecedented for Mirr
Slide 13: For personal use only
For personal use only
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