Helia Group Limited (HLI) Earnings Call Transcripts

Helia Group Limited's Latest Earnings Call - May 7, 2026

In the May 7, 2026 earnings call, Helia Group Limited reported a 12% increase in underlying net profit after tax to $247 million for the fiscal year 2025. Despite losing its largest customer, the Commonwealth Bank, Helia maintained a strong financial position with a prescribed capital coverage ratio of 2.3x. Management provided guidance for FY2026, expecting insurance revenue between $320 million and $370 million, unchanged from previous forecasts, indicating stability despite market challenges.

Reported metrics

Guidance from management

Management maintained FY2026 guidance for insurance revenue between $320 million and $370 million, indicating stability in expectations despite market challenges.

What management said

Thanks, Michael. At this time, I'd like to give shareholders an opportunity to ask any general questions that they may have. There will be an opportunity for shareholders to ask questions that relate to each of the items of business as we get to that. And I can confirm that no general questions were received by shareholders prior to the meeting. So shareholders who wish to ask a general question online can start subm...

Yes. I might answer that, and then I'll get Michael to talk in a little bit more detail around the work that we are doing with government and also our perspectives. What I would like to say it's probably not appropriate for me to opine on how well or otherwise the government has consulted. So that's for them to think about. It's up for us to continue to engage with government proactively, which we do and to talk thro...

What analysts pressed on

Analysts expressed concerns regarding the impact of the loss of the Commonwealth Bank contract on future growth and the potential increase in delinquencies due to economic pressures, including the rise of AI and inflation impacting employment.

Main topics on the call

• Strong Financial Performance — Helia reported an underlying net profit after tax of $247 million, reflecting a 12% increase year-over-year. Interim CEO Michael Cant stated, "despite a number of challenges in 2025, we delivered another strong financial...
• Loss of Commonwealth Bank Contract — Management acknowledged the loss of the Commonwealth Bank contract as significant but emphasized their market leadership with a 51% share of the total in-force market. CEO Cant remarked, "the loss of the Commonwealth Ban...
• Dividend Returns — Helia returned $343.4 million to shareholders through dividends, totaling $1.26 per share. This reflects the company's commitment to shareholder value despite operational challenges.
• Guidance for FY2026 — Management maintained guidance for FY2026, projecting insurance revenue between $320 million and $370 million. CEO Cant stated, "there is no change from our earlier guidance for financial year 2026," indicating stability...

Read the full Helia Group Limited transcript (May 7, 2026) → Summary generated from the call transcript; every figure above is stated by management on the record.

Earnings Call History

EarningsCalls.dev has 59 Helia Group Limited earnings call transcripts on record, spanning February 3, 2020 to August 11, 2026. Based on this history, Helia Group Limited reports quarterly. The most recent call on file is dated August 11, 2026. The full list is below — each row opens the complete, free-to-read transcript.

Ticker

HLI

Exchange

ASX

Country

AU

Sector

Financials

Industry

Financial Services

Calls on record

59

First call

February 3, 2020

Most recent

August 11, 2026

Reporting cadence

quarterly