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The latest announcement is out from Salter Brothers Emerging Companies Ltd. ( (AU:SB2) ).
Salter Brothers Emerging Companies reported a pre-tax net tangible asset (NTA) of $1.046 per share and post-tax NTA of $1.071 as at 31 December 2025, with total dividends of 4 cents per share and an annualised yield of 5.44%. Despite the small-cap segment being driven largely by a booming resources sector in 2025, SB2’s portfolio finished the calendar year down 2.01%, consolidating prior strong gains from 2024, and its shares continue to trade at a steep 31.37% discount to NTA, implying potential value for investors. The manager highlighted a higher-conviction portfolio tilt, with 81.2% in listed securities and 16.9% in unlisted positions, and pointed to specific stock dynamics including a sharp re-rating in Symal Group following accretive acquisitions and new funding, operational improvements and a strategic investment in Camplify Holdings, and a contract win and expected cash flow improvement at telematics group Eroad despite recent share price weakness. Portfolio valuation metrics suggest improving growth and profitability across FY26–FY27, with forecast rising revenue, expanding margins and lower earnings multiples across the listed portfolio.
The most recent analyst rating on (AU:SB2) stock is a Hold with a A$0.76 price target. To see the full list of analyst forecasts on Salter Brothers Emerging Companies Ltd. stock, see the AU:SB2 Stock Forecast page.
More about Salter Brothers Emerging Companies Ltd.
Salter Brothers Emerging Companies Ltd (ASX: SB2) is a listed investment company focused on emerging Australian small-cap businesses, running a diversified portfolio of 32 holdings with a weighted average market capitalisation of $295 million. The portfolio is predominantly invested in listed industrials, information technology and healthcare stocks, with smaller exposures to consumer, financials and energy, and is structured to comply with the emerging companies investment requirements of the Australian Significant Investor Visa regime.
Average Trading Volume: 176,325
Technical Sentiment Signal: Strong Buy
Current Market Cap: A$63.9M
For an in-depth examination of SB2 stock, go to TipRanks’ Overview page.