Plato Income Maximiser Ltd

Financial Services AU PL8

1.435AUD
-0.005(0.35%)

Last update at 2026-03-13T05:10:00Z

Day Range

1.441.47
LowHigh

52 Week Range

1.051.55
LowHigh

Fundamentals

  • Previous Close 1.44
  • Market Cap1078.04M
  • Volume991600
  • P/E Ratio14.40
  • Dividend Yield4.55%
  • Revenue TTM93.67M
  • Revenue Per Share TTM0.12
  • Gross Profit TTM 93.67M
  • Diluted EPS TTM0.10

Source: TradingView
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Financials

Income Statement

Balance Sheet

Change in Cash

Total Operating Cash

Dividends Paid

Breakdown 2025-06-30 2024-06-30 2023-06-30 2022-06-30 2021-06-30
Type yearly yearly yearly yearly yearly
Date 2025-06-30 2024-06-30 2023-06-30 2022-06-30 2021-06-30
Income before tax 102.55M 78.05M 65.43M -45.82600M 95.30M
Minority interest - - - - -
Net income 83.58M 65.94M 57.36M -12.86200M 73.02M
Selling general administrative 0.13M 6.23M 0.13M 0.12M 0.12M
Selling and marketing expenses - - - - -
Gross profit 109.71M 84.40M 70.88M -40.93400M 99.26M
Reconciled depreciation - - - - -
Ebit - 78.05M 65.43M -45.82600M 95.30M
Ebitda 102.55M -0.37600M 65.43M -45.82600M 95.30M
Depreciation and amortization - -78.43000M -65.73700M 45.54M -95.55500M
Non operating income net other - - - - -
Operating income 102.55M 78.63M 65.43M -45.82600M 95.30M
Other operating expenses 52.84M 6.23M 5.45M 4.89M 3.96M
Interest expense - - - 0.00000M 0.00000M
Tax provision 18.97M 12.11M 8.06M -32.96400M 22.28M
Interest income 0.18M 0.19M 0.10M - -
Net interest income 0.18M 0.19M 0.10M - -
Extraordinary items - - - - -
Non recurring - - - - -
Other items - - - - -
Income tax expense 18.97M 12.11M 8.06M -32.96400M 22.28M
Total revenue 49.70M 84.86M 70.88M -40.93400M 99.26M
Total operating expenses 7.16M 6.23M -5.45200M -4.89200M -3.96100M
Cost of revenue 6.83M 0.46M 5.13M 4.58M 3.65M
Total other income expense net - -0.57500M -0.31000M -0.29000M -0.25300M
Discontinued operations - - - - -
Net income from continuing ops 83.58M 65.94M 57.36M -12.86200M 73.02M
Net income applicable to common shares 83.58M 65.94M 57.36M -12.86200M 73.02M
Preferred stock and other adjustments - - - - -
Breakdown 2025-06-30 2024-06-30 2023-06-30 2022-06-30 2021-06-30
Type yearly yearly yearly yearly yearly
Date 2025-06-30 2024-06-30 2023-06-30 2022-06-30 2021-06-30
Total assets 865.83M 823.03M 681.78M 578.15M 488.41M
Intangible assets - - - - -
Earning assets - - - - -
Other current assets - -7.88400M - - -
Total liab 9.33M 0.70M 0.58M 0.52M 3.60M
Total stockholder equity 856.50M 822.33M 681.20M 577.63M 484.81M
Deferred long term liab - - - - -
Other current liab - - -0.57700M -0.51900M -0.00800M
Common stock - 811.37M 689.98M 604.20M 464.84M
Capital stock 811.37M - 689.98M 604.20M 464.84M
Retained earnings -107.71800M -107.71800M -102.04200M -91.52300M -46.20100M
Other liab - - - - 3.18M
Good will - - - - -
Other assets - 823.03M 24.18M 32.22M 2.43M
Cash 0.17M 0.31M 0.31M 0.21M 0.87M
Cash and equivalents - - - - -
Total current liabilities - - 0.58M 0.52M 0.00800M
Current deferred revenue - - - - -
Net debt - -0.30600M -0.30700M -0.20700M -0.86600M
Short term debt - - 0.00000M 0.00000M 0.00000M
Short long term debt - - - - -
Short long term debt total - - - - -
Other stockholder equity - - - - -
Property plant equipment - - - - -
Total current assets - - 10.56M 20.52M 2.83M
Long term investments 856.14M - 647.04M 525.41M 483.14M
Net tangible assets - - 681.20M 577.63M 484.81M
Short term investments - - - - -
Net receivables 7.64M 7.58M 10.26M 20.31M 1.97M
Long term debt - - - - -
Inventory - - - - -
Accounts payable 0.01M - 0.58M 0.52M 0.00800M
Total permanent equity - - - - -
Noncontrolling interest in consolidated entity - - - - -
Temporary equity redeemable noncontrolling interests - - - - -
Accumulated other comprehensive income - 118.68M 93.26M 64.96M 66.18M
Additional paid in capital - - - - -
Common stock total equity - - - - -
Preferred stock total equity - - - - -
Retained earnings total equity - - - - -
Treasury stock - - - - -
Accumulated amortization - - - - -
Non currrent assets other - -12.08900M -647.04000M -525.41400M -483.14400M
Deferred long term asset charges - - - - -
Non current assets total - - 647.04M 525.41M 483.14M
Capital lease obligations - - - - -
Long term debt total - - 0.00000M 0.00000M 0.00000M
Breakdown 2025-06-30 2024-06-30 2023-06-30 2022-06-30 2021-06-30
Type yearly yearly yearly yearly yearly
Date 2025-06-30 2024-06-30 2023-06-30 2022-06-30 2021-06-30
Investments 7.45M -117.93600M -93.72800M -151.27200M -2.31500M
Change to liabilities - - 8.12M -32.86300M 22.04M
Total cashflows from investing activities 7.45M -117.93600M -93.72800M -151.27200M -2.31500M
Net borrowings - - - - -
Total cash from financing activities -49.41100M 75.16M 46.19M 105.68M -20.56500M
Change to operating activities - - - - -
Net income 83.58M 65.94M 57.36M -12.86200M 73.02M
Change in cash -0.13600M -0.00100M 0.10M -0.65900M -0.04200M
Begin period cash flow 0.31M 0.31M 0.21M 0.87M 0.91M
End period cash flow 0.17M 0.31M 0.31M 0.21M 0.87M
Total cash from operating activities 41.83M 42.77M 47.64M -12.86200M 22.84M
Issuance of capital stock - 121.45M 85.83M 139.36M -
Depreciation - - - - -
Other cashflows from investing activities 7.45M -117.93600M -93.72800M -151.27200M -2.31500M
Dividends paid 49.41M 46.20M 39.58M 33.68M 20.57M
Change to inventory - - - - -
Change to account receivables -0.20300M 2.65M 10.05M -18.34200M 2.17M
Sale purchase of stock 0.00000M -0.08600M -0.07100M 139.36M 0.00000M
Other cashflows from financing activities 0.00000M -117.93600M -93.72800M -151.27200M -2.31500M
Change to netincome - - -27.89700M 109.00M -74.39200M
Capital expenditures 0.00000M 0.00000M 0.00000M 0.00000M 0.00000M
Change receivables - - - - -
Cash flows other operating - - - - -
Exchange rate changes - - - - -
Cash and cash equivalents changes - - - - -
Change in working capital 18.81M 2.65M 47.64M 44.93M 22.84M
Stock based compensation - - - - -
Other non cash items -60.56000M -25.81900M -19.77500M 12.86M -73.01900M
Free cash flow 41.83M 42.77M 47.64M -12.86200M 22.84M

Peer Comparison

Sector: Financial Services Industry: Asset Management

Company Change (AUD) Price (AUD) Trailing PE (x) Forward PE (x) Price Sales TTM (x) Price to Book Value (x) Enterprise Value to Revenue (x)
PL8
Plato Income Maximiser Ltd
-0.005 0.35% 1.44 14.40 - 11.51 1.25 11.67
AFI
Australian Foundation Investment Company Ltd
-0.04 0.59% 6.79 30.86 - 26.10 1.03 26.34
ARG
Argo Investments Ltd
-0.04 0.44% 8.99 25.80 - 22.79 1.01 22.90
GQG
GQG Partners Inc
-0.01 0.57% 1.75 7.63 10.33 6.48 8.57 4.92
PNI
Pinnacle Investment Management Group Ltd
-0.62 4.32% 13.73 25.63 22.47 39.10 3.51 51.52 39.78

Reports Covered

Stock Research & News

Profile

Plato Income Maximiser Limited is a privately owned investment manager. The firm provides its services to SMSF and pension-phase investors. It invests in public equity markets of Australia. The firm invests in diversified portfolio of Australian shares with an income focus. Plato Income Maximiser Limited was founded on April 21, 2017 and is based in New South Wales, Australia.

Plato Income Maximiser Ltd

60 Margaret Street, Sydney, NSW, Australia, 2000

Key Executives

Name Title Year Born
Mr. George Platt Co-Head of Research NA
Mr. Craig Louis Head of Plato Systematic Global Macro NA
Mr. Calvin Kwok Company Sec. NA
Mr. Calvin Kwok Company Secretary NA
Mr. Calvin Kwok Company Secretary NA
Mr. Calvin Kwok Company Secretary NA
Mr. Calvin Kwok Company Secretary NA
Mr. Calvin Kwok Company Secretary NA
Mr. Calvin Kwok Company Secretary NA
Mr. Calvin Kwok Company Secretary NA

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