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Home CompaniesPlato Income Maximiser Ltd

Plato Income Maximiser Ltd

Financial Services Asset Management
PortfolioPortfolio WatchlistWatchlist
Company price
1.39 AUD 0.01 ( 1.09%)
Last update at 2026-11-06T05:10:00Z
VOLUME
345708
Market Cap
1029.37M
P/E
22.92

Momentum Score

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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.

Source: TradingView
The charts and visual representations are sourced from TradingView through embedded widgets. For any issues with chart display, please visit the TradingView website

Day Price Range
1.36
Low
1.39
High
52 Week Price Range
1.23
Low
1.50
High

Momentum Score

…
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A unique technical analysis driven score developed by Kalkine showing momentum in stock prices based on select technical indicators identified.

Score - Rating
>= 1 - Low / > 1 but < 2 - Below Average / > 2 but < 3 - Average / > 3 but < 4 - Above Average / > 4 - High
AI Summary

Plato Income Maximiser Ltd is an Australian listed investment company that invests in domestic equities and uses an options overlay to generate additional income. Long-term growth drivers include dividend receipts, option premium generation and active management that may benefit investors seeking a regular income stream and exposure to Australian equities.
Material risks include equity market volatility that can reduce capital and income, the covered-call overlay capping upside in strong rallies, and manager execution and fee pressure that could affect net returns.

Risk Score
Medium

Note: The summary and risk score provided above is created by AI and should not be construed as a recommendation of Kalkine.

Key Metrics*

Previous Close
1.38
Dividend Yield
4.82%
Revenue TTM
50.56M
Revenue Per Share
0.07
Gross Profit TTM
50.56M
Debt / Equity
-
ROE
4.91%
Net Debt
-0.62M
ROCE
4.95%
Diluted EPS TTM
0.06

Key Financials*

Income Statement

Balance Sheet

Change in Cash

Total Operating Cash

Dividends Paid

Breakdown 2026-06-30 2025-06-30 2024-06-30 2023-06-30 2022-06-30
Type yearly yearly yearly yearly yearly
Date 2026-06-30 2025-06-30 2024-06-30 2023-06-30 2022-06-30
Income before tax 42.45M 102.55M 78.05M 65.43M -45.83M
Net income 41.83M 83.58M 65.94M 57.36M -12.86M
Selling general administrative - 0.13M 6.23M 0.13M 0.12M
Gross profit 44.93M 109.71M 84.40M 70.88M -40.93M
Ebit - - 78.05M 65.43M -45.83M
Ebitda 42.45M 102.55M -0.38M 65.43M -45.83M
Depreciation and amortization - - -78.43M -65.74M 45.54M
Operating income 42.45M 102.55M 78.63M 65.43M -45.83M
Other operating expenses 9.63M 52.84M 6.23M 5.45M 4.89M
Interest expense - - - - 0.00M
Tax provision - 18.97M 12.11M 8.06M -32.96M
Interest income - 0.18M 0.19M 0.10M -
Net interest income - 0.18M 0.19M 0.10M -
Income tax expense 0.61M 18.97M 12.11M 8.06M -32.96M
Total revenue 52.08M 49.70M 84.86M 70.88M -40.93M
Total operating expenses 2.48M 7.16M 6.23M -5.45M -4.89M
Cost of revenue 7.15M 6.83M 0.46M 5.13M 4.58M
Total other income expense net - - -0.57M -0.31M -0.29M
Net income from continuing ops - 83.58M 65.94M 57.36M -12.86M
Net income applicable to common shares - 83.58M 65.94M 57.36M -12.86M
Breakdown 2026-06-30 2025-06-30 2024-06-30 2023-06-30 2022-06-30
Type yearly yearly yearly yearly yearly
Date 2026-06-30 2025-06-30 2024-06-30 2023-06-30 2022-06-30
Total assets 857.71M 865.83M 823.03M 681.78M 578.15M
Other current assets - - -7.88M - -
Total liab 8.79M 9.33M 0.70M 0.58M 0.52M
Total stockholder equity 848.92M 856.50M 822.33M 681.20M 577.63M
Other current liab 0.75M - - -0.58M -0.52M
Common stock 811.37M - 811.37M 689.98M 604.20M
Capital stock - 811.37M - 689.98M 604.20M
Retained earnings -127.97M -107.72M -107.72M -102.04M -91.52M
Other assets - - 823.03M 24.18M 32.22M
Cash 0.62M 0.17M 0.31M 0.31M 0.21M
Total current liabilities 0.75M - - 0.58M 0.52M
Net debt -0.62M - -0.31M -0.31M -0.21M
Short term debt - - - 0.00M 0.00M
Total current assets 8.38M - - 10.56M 20.52M
Long term investments - 856.14M - 647.04M 525.41M
Net tangible assets - - - 681.20M 577.63M
Net receivables 7.76M 7.64M 7.58M 10.26M 20.31M
Accounts payable - 0.01M - 0.58M 0.52M
Accumulated other comprehensive income 165.52M - 118.68M 93.26M 64.96M
Non currrent assets other 0.03M - -12.09M -647.04M -525.41M
Non current assets total 849.33M - - 647.04M 525.41M
Long term debt total - - - 0.00M 0.00M
Breakdown 2026-06-30 2025-06-30 2024-06-30 2023-06-30 2022-06-30
Type yearly yearly yearly yearly yearly
Date 2026-06-30 2025-06-30 2024-06-30 2023-06-30 2022-06-30
Investments - 7.45M -117.94M -93.73M -151.27M
Change to liabilities - - - 8.12M -32.86M
Total cashflows from investing activities 5.87M 7.45M -117.94M -93.73M -151.27M
Total cash from financing activities -49.41M -49.41M 75.16M 46.19M 105.68M
Net income 41.83M 83.58M 65.94M 57.36M -12.86M
Change in cash 0.45M -0.14M -0.00M 0.10M -0.66M
Begin period cash flow 0.17M 0.31M 0.31M 0.21M 0.87M
End period cash flow 0.62M 0.17M 0.31M 0.31M 0.21M
Total cash from operating activities 43.99M 41.83M 42.77M 47.64M -12.86M
Issuance of capital stock - - 121.45M 85.83M 139.36M
Other cashflows from investing activities - 7.45M -117.94M -93.73M -151.27M
Dividends paid 49.41M 49.41M 46.20M 39.58M 33.68M
Change to account receivables 0.02M -0.20M 2.65M 10.05M -18.34M
Sale purchase of stock - 0.00M -0.09M -0.07M 139.36M
Other cashflows from financing activities - 0.00M -117.94M -93.73M -151.27M
Change to netincome - - - -27.90M 109.00M
Capital expenditures 0.00M 0.00M 0.00M 0.00M 0.00M
Change in working capital 0.64M 18.81M 2.65M 47.64M 44.93M
Other non cash items 1.51M -60.56M -25.82M -19.77M 12.86M
Free cash flow 43.99M 41.83M 42.77M 47.64M -12.86M

Peer Comparison*

Sector: Financial Services Industry: Asset Management

Stock Name
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		 0.01
1.09%		 1.39 22.92 - 20.36 1.20 20.46
AFI
Australian Foundation Investment Company Ltd		 -0.07
1.00%		 6.92 30.39 - 25.11 1.03 24.95
ARG
Argo Investments Ltd		 0.01
0.11%		 9.52 27.97 - 24.56 1.01 24.64
L1G
L1 Group Limited		 -0.03
2.35%		 1.25 21.25 19.76 7.36 3.83 3.13
PNI
Pinnacle Investment Management Group Ltd		 -0.57
3.47%		 15.84 21.04 18.83 36.44 3.21 45.93

Profile*

Plato Income Maximiser Ltd

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.

60 Margaret Street, Sydney, NSW, Australia, 2000

1300 010 311

https://www.plato.com.au

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

Disclaimer - (*)This information, including any data, is sourced from Unicorn Data Services SAS, trading as EOD Historical Data (“EODHD”) on an ‘as is’ basis, using their API. We cannot guarantee the completeness or validity of the information and data provided on this page, as well as via the API. In some cases, the data may include analyst ratings or recommendations sourced through the EODHD API, which are intended solely for general information purposes.
This information does not consider your personal objectives, financial situation, or needs. Kalkine is not liable for any errors or omissions in the information provided or for any actions taken in reliance on it. You should seek advice from a financial adviser, stockbroker or other professional adviser (including taxation and legal advice) as necessary before acting on this information.

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