Carlton Investments reports modest profit growth, increased dividends for 2025

Carlton Investments Limited reported a net profit of $38,807,000 for the year ended June 30, 2025, a marginal 0.1% increase from the prior year's $38,771,000. Basic and diluted earnings per ordinary share also saw a slight rise to $1.468, up from $1.465 in 2024. Dividends and distributions received totaled $40,385,000, slightly down from $40,408,000 in the previous year.

The company declared a final fully franked ordinary dividend of 68 cents per share, payable on September 17, 2025, an increase from 63 cents in 2024. The interim fully franked ordinary dividend also rose to 45 cents from 41 cents. Total ordinary share dividends paid and payable for the year amounted to $1.13 per share, marking an 8.7% increase. The net tangible asset backing per ordinary share increased to $48.39, up from $39.71 in 2024.

Carlton Investments’ equity investment portfolio grew to $1,255,395,000, from $1,021,639,000 at the prior year end. The fair value of the portfolio increased by $218,580,000 or 21.1%. The company maintains its strategy of acquiring equity investments for long-term capital growth and high income through predominantly fully franked dividends.