Pacific Current Group Ltd · ASX:PAC
Pacific Current — Shareholder Meeting (November 2026)
11 slides from Pacific Current's shareholder meeting presentation, Nov 12, 2026
Slide 1: 2026 Annual General Meeting Presentation (ASX announcement)
ASX ANNOUNCEMENT Page 1 of 1 ASX ANNOUNCEMENT For personal use only 12 November 2026 2026 ANNUAL GENERAL MEETING PRESENTATION Pacific Current Group Limited (ASX:PAC), a global multi-boutique asset management firm, is pleased to provide its 2026 Annual General Meeting Presentation for release to the
Slide 2: Full Year 2026 Annual General Meeting Presentation
rsonal use only FULL YEAR 2026 ANNUAL GENERAL MEETING PRESENTATION 12 November 2026 Pacific Current Group Limited (ASX: PAC) ABN: 39 006 708 792
Slide 3: Disclaimer
DISCLAIMER The information in this presentation is general rsonal use only information about Pacific Current Group (‘Pacific Current’ or ‘PAC’) and is current only at the date of this presentation. In particular, this presentation • is not an offer or recommendation to purchase or subscribe for secu
Slide 4: FY26 at a Glance
FY26 AT A GLANCE § Underlying NPAT of A$14.8m (FY25: A$26.0m), down 43%, reflecting the reshaped earnings base following the sale of boutique interests and return of surplus capital to shareholders rsonal use only § Underlying earnings per share of 50.2 cents (FY25: 55.8 cents) declined by a lesser
Slide 5: FY26 Underlying Results
FY26 FY26 ( A$m ) FY25 ( A$m ) Change UNDERLYING Total interest income Total boutique income 16.8 7.1 22.8 25.4 −26% −72% RESULTS rsonal use only Other corporate revenue 1.2 — n/a Total underlying income 25.1 48.3 −48% Underlying NPAT of A$14.8m ; EPS Total overheads (9.4) (15.9) −41% 50.2 cents (FY
Slide 6: Shareholder Value
SHAREHOLDER Shareholder Value VALUE 18 16.18 Total return: PAC vs ASX200 1 year and 5 years (annualised) to 30 June 16 15.51 14.75 2026 13.96 rsonal use only 14 13.47 Fair value increased due to 11.92 18.4% 12 11.15 11.48 mark - to- market gains on financial AUD Per Share 10.26 9.88 11.46 assets, wi
Slide 7: FY26 Portfolio Movement
FY26 PORTFOLIO MOVEMENT • Partial sale of Victory Park Capital (VPC): Sep 2025 - sold 2% of VPC equity and 0.8% of VPC - Holdco future carry to CNO Financial Group (NYSE: CNO) for US$5.5m (A$8.1m); US$5.2m (A$7.7m) net received rsonal use only in October. Residual interests: 9.2% equity, 18.6% Holdc
Slide 8: FY27 Progress Since FY26 Year-End
FY27 PROGRESS SINCE FY26 YEAR - END • Strategic review: the review announced on 27 August 2026 remains ongoing; due diligence in respect of the River Capital proposal is progressing well - refer to the following slide rsonal use only • Final dividend paid: FY26 final dividend of 28.0 cents per share
Slide 9: Strategic Review – Update
STRATEGIC REVIEW – UPDATE • Review ongoing: the strategic review announced on 27 August 2026 remains ongoing. The Board continues to assess actionable alternatives available to optimise value for all shareholders. No option has been determined as rsonal use only preferred at this stage • Alternative
Slide 10: Outlook
rsonal use only OUTLOOK 05 9
Slide 11: FY27 Priorities
FY27 1 Preserve capital optionality 2 Return capital to shareholders PRIORITIES Maintain balance sheet strength, with deployment opportunities assessed in light Fund dividends from underlying cash earnings, with the buy - back and further of the ongoing strategic review returns assessed alongside th
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