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Plato Income Maximiser Ltd.
(Sydney:PL8)
Plato Income Maximiser Ltd. (PL8) vs. iShares MSCI Australia ETF (EWA)
Plato Income Maximiser Ltd. Business Overview & Revenue Model
Plato Income Maximiser Ltd. Financial Statement Overview
| Breakdown | Dec 2024 | Dec 2023 | Dec 2022 | Dec 2021 | Dec 2020 |
|---|---|---|---|---|---|
Income Statement | |||||
| Total Revenue | 49.70M | 84.86M | 70.88M | -40.93M | 99.26M |
| Gross Profit | 109.71M | 84.40M | 65.75M | -45.52M | 95.62M |
| EBITDA | 102.55M | -376.00K | 0.00 | -290.00K | 0.00 |
| Net Income | 83.58M | 65.94M | 57.36M | -12.86M | 73.02M |
Balance Sheet | |||||
| Total Assets | 865.83M | 823.03M | 681.78M | 578.15M | 488.41M |
| Cash, Cash Equivalents and Short-Term Investments | 170.00K | 803.33M | 307.00K | 207.00K | 866.00K |
| Total Debt | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Total Liabilities | 9.33M | 697.00K | 577.00K | 519.00K | 3.60M |
| Stockholders Equity | 856.50M | 822.33M | 681.20M | 577.63M | 484.81M |
Cash Flow | |||||
| Free Cash Flow | 41.83M | 42.77M | 47.64M | -12.86M | 22.84M |
| Operating Cash Flow | 41.83M | 42.77M | 47.64M | -12.86M | 22.84M |
| Investing Cash Flow | 7.45M | -117.94M | -93.73M | -151.27M | -2.31M |
| Financing Cash Flow | -49.41M | 75.16M | 46.19M | 105.68M | -20.57M |
Plato Income Maximiser Ltd. Technical Analysis
Plato Income Maximiser Ltd. Peers Comparison
Name | Overall Rating | Market Cap | P/E Ratio | ROE | Dividend Yield | Revenue Growth | EPS Growth |
|---|---|---|---|---|---|---|---|
77 Outperform | ― | 13.22 | 9.96% | 4.54% | 6.20% | 15.29% | |
69 Neutral | AU$663.35M | 20.52 | 8.50% | 4.63% | 4.26% | 79.41% | |
68 Neutral | $18.00B | 11.42 | 9.92% | 3.81% | 9.73% | 1.22% | |
64 Neutral | AU$255.58B | 25.27 | 13.34% | 3.00% | 6.39% | 7.78% | |
58 Neutral | AU$128.20B | 18.97 | 10.36% | 4.00% | -4.56% | -1.63% | |
56 Neutral | AU$2.05B | 23.45 | 5.31% | ― | 16.78% | 22.86% | |
52 Neutral | AU$113.68M | 16.24 | 12.72% | ― | -0.51% | ― |
Plato Income Maximiser Ltd. Corporate Events
Plato Income Maximiser Limited has released its estimated net tangible asset backing per share as at 2 January 2026, reporting a pre-tax NTA of $1.163 and a post-tax NTA of $1.150, with figures described as unaudited and approximate. The company also reported a franking account balance of $0.011 per share, providing investors with updated visibility on the fund’s underlying value and potential tax-effective income, which is relevant for income-focused shareholders monitoring the trust’s capital position and distribution capacity.
The most recent analyst rating on (AU:PL8) stock is a Buy with a A$1.50 price target. To see the full list of analyst forecasts on Plato Income Maximiser Ltd. stock, see the AU:PL8 Stock Forecast page.
Plato Income Maximiser Limited has reported its net tangible asset (NTA) backing per share as at 31 December 2025, with pre-tax NTA of $1.161 and post-tax NTA of $1.149. The company also disclosed a franking account balance equivalent to $0.011 per share, highlighting the level of franking credits available to support future distributions, which is a key consideration for income-focused shareholders.
The most recent analyst rating on (AU:PL8) stock is a Buy with a A$1.50 price target. To see the full list of analyst forecasts on Plato Income Maximiser Ltd. stock, see the AU:PL8 Stock Forecast page.
Plato Income Maximiser Limited reported an estimated pre-tax net tangible asset (NTA) backing of $1.169 per share and a post-tax NTA of $1.148 per share as at 24 December 2025, figures which are unaudited and approximate. The NTA values are reported after accounting for the monthly dividend of $0.0055 per share payable on 31 December 2025, and the company also noted additional value not reflected in NTA calculations, including deferred tax assets and a franking account balance per share, information that may be relevant for investors assessing the fund’s underlying value and income capacity.
The most recent analyst rating on (AU:PL8) stock is a Buy with a A$1.50 price target. To see the full list of analyst forecasts on Plato Income Maximiser Ltd. stock, see the AU:PL8 Stock Forecast page.
Plato Income Maximiser Limited has released its estimated net tangible asset (NTA) backing per share as at 19 December 2025, reporting a pre-tax NTA of $1.152 and a post-tax NTA of $1.137, both struck after accounting for the monthly dividend of $0.0055 per share payable on 31 December 2025. The update, which notes that the figures are unaudited and approximate, also highlights that the NTA excludes certain deferred tax assets of $0.003 per share and that the company’s franking account balance stands at $0.008 per share, providing investors with an ongoing indication of portfolio value and franking capacity that underpins its income-focused distribution strategy.
Plato Income Maximiser Limited has reported an estimated pre-tax net tangible asset (NTA) backing of $1.167 per share and a post-tax NTA of $1.148 per share as at 12 December 2025, ahead of its monthly dividend payment. The figures, which are unaudited and approximate, are stated before the December dividend of $0.0055 per share, with the company also highlighting additional tax-related attributes such as deferred tax assets and a franking account balance that are not reflected in the headline NTA, providing investors with further context on underlying value and income capacity.
Plato Income Maximiser Limited reported its investment performance for November 2025, achieving a total return of 10.2% per year since inception, surpassing its benchmark return of 10.0%. Despite a challenging month for Australian equities, the company’s portfolio benefitted from strategic overweight positions in select sectors. It also announced fully-franked monthly dividends, sustaining its commitment to regular shareholder returns. This highlights its capability to deliver competitive income and market performance, reinforcing its appeal to income-focused investors.
Plato Income Maximiser Ltd. announced its estimated Net Tangible Asset (NTA) backing per share as of December 5, 2025, with a pre-tax NTA of $1.159 and a post-tax NTA of $1.143, ahead of a monthly dividend distribution. These figures, which are unaudited and approximate, provide stakeholders with insights into the company’s financial health and its ability to generate returns, potentially impacting investor confidence and market positioning.
Plato Income Maximiser Ltd. announced its Net Tangible Asset (NTA) backing per share as of November 30, 2025, with a pre-tax NTA of $1.155 and a post-tax NTA of $1.142. This announcement provides insights into the company’s financial health and asset management efficiency, which can impact investor confidence and market positioning.
Plato Income Maximiser Ltd. announced a new dividend distribution for its ordinary fully paid securities, with a distribution amount of AUD 0.0055 per share. The ex-date is set for December 16, 2025, with the record date on December 17, 2025, and payment scheduled for December 31, 2025. This announcement reflects the company’s ongoing commitment to providing regular income to its investors, reinforcing its market position as a reliable income-focused investment manager.
Plato Income Maximiser Limited announced its estimated Net Tangible Asset (NTA) backing per share as of November 21, 2025, with a pre-tax NTA of $1.129 and a post-tax NTA of $1.123. These figures, which are unaudited and approximate, reflect the company’s financial position after accounting for a monthly dividend of $0.0055 per share. This update provides stakeholders with insights into the company’s asset valuation and financial health, which are crucial for assessing its market positioning and potential investment appeal.
Plato Income Maximiser Ltd. has released its estimated Net Tangible Asset (NTA) backing per share as of November 14, 2025. The pre-tax NTA stands at $1.166, while the post-tax NTA is $1.150. These figures are provided before the monthly dividend of $0.0055 per share, which is payable on November 28, 2025. This update provides stakeholders with insights into the company’s financial health and asset management efficiency, potentially impacting investor decisions and market perception.
Plato Income Maximiser Limited reported a total investment return of 10.7% per annum since inception, outperforming its benchmark. The company declared three fully-franked dividends for the months of October, November, and December 2025, maintaining its previous dividend levels. The Australian equities market saw a slight rise in October, driven by gains in the resources sector, while the technology sector underperformed due to an investigation into Wisetech. The company’s strategic positions in various stocks contributed positively to its performance, although some positions detracted from relative performance.
Plato Income Maximiser Ltd. held its 2025 Annual General Meeting where key resolutions were passed, including the adoption of the remuneration report and the re-election of directors Chris Meyer and Lorraine Berends. The successful outcomes of these resolutions indicate strong shareholder support and are likely to contribute positively to the company’s governance and strategic direction.
At its 2025 Annual General Meeting, Plato Income Maximiser Limited highlighted its strong financial performance and consistent dividend payments. The company reported an annualized total return of 10.7% including franking credits, and a stable monthly dividend of 0.55 cents per share, despite a declining market yield environment. This performance underscores PL8’s ability to maintain dividend levels above the market average, benefiting its shareholders and reinforcing its position as a leading LIC on the ASX.
Plato Income Maximiser Ltd. has announced its estimated Net Tangible Asset (NTA) per share as of November 7, 2025, with a pre-tax NTA of $1.178 and a post-tax NTA of $1.158. These figures precede the monthly dividend of $0.0055 per share, payable on November 28, 2025. The announcement provides stakeholders with insights into the company’s financial health and dividend strategy, reflecting its commitment to delivering consistent income returns.
Plato Income Maximiser Limited has announced its Net Tangible Asset (NTA) backing per share as of October 31, 2025, with a pre-tax NTA of $1.190 and a post-tax NTA of $1.168. This announcement provides insights into the company’s financial health and asset valuation, which are crucial for stakeholders assessing the company’s market position and potential investment returns.
Plato Income Maximiser Ltd. has announced a new dividend distribution of AUD 0.0055 per share for its ordinary fully paid securities, with the payment scheduled for November 28, 2025. This announcement underscores the company’s commitment to delivering regular income to its shareholders, reinforcing its position in the market as a reliable income provider.
Plato Income Maximiser Ltd. announced its estimated Net Tangible Asset (NTA) backing per share as of 17 October 2025, with pre-tax NTA at $1.207 and post-tax NTA at $1.181. These figures are provided ahead of the monthly dividend payment scheduled for 31 October 2025, indicating the company’s ongoing commitment to delivering shareholder value.
Plato Income Maximiser Limited reported a total return of 10.8% per annum and a yield of 7.6% per annum since its inception, outperforming the S&P/ASX 200 Franking Credit Adjusted Daily Total Return Index. The company announced the continuation of its monthly fully-franked dividends, reflecting its stable dividend policy. The Australian equity market experienced a soft finish in September due to international tariff concerns and domestic inflation pressures, with notable performances in the gold sector. Despite some underperforming positions, the company remains strategically positioned to seek superior income returns.
Plato Income Maximiser Ltd. announced a new dividend distribution of AUD 0.0055 per share, with an ex-date of October 23, 2025, and a payment date of October 31, 2025. This announcement reflects the company’s ongoing commitment to delivering regular income to its shareholders, reinforcing its position in the market as a reliable income-generating investment option.
Plato Income Maximiser Ltd. announced the continuation of its monthly dividends for the December 2025 quarter, maintaining the dividend at $0.0055 per share despite a modest decline in franked dividend yields on Australian shares. The decision reflects the company’s strategy to provide consistent income to shareholders amidst economic uncertainties, supported by a diversified and liquid investment portfolio. The board will review financial conditions again in three months to decide on future dividends.
Plato Income Maximiser Ltd. has released its estimated Net Tangible Asset (NTA) backing per share as of October 10, 2025. The pre-tax NTA is reported at $1.207 per share, while the post-tax NTA stands at $1.181 per share. These figures are unaudited and approximate, reflecting the company’s financial positioning and potential implications for investors.
Plato Income Maximiser Limited has announced its ninth Annual General Meeting (AGM) scheduled for November 18, 2025, to be held both in person and online. The AGM will address key resolutions including the adoption of the Remuneration Report and the re-election of directors Chris Meyer and Lorraine Berends. Shareholders are encouraged to participate and vote on these resolutions, which are pivotal for the company’s governance and strategic direction.