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About the company
Plato Income Maximiser Limited is an Australia-based investment company. The Company’s principal activity is to provide shareholders the opportunity to benefit from an actively managed, well-diversified portfolio of Australian equities and a monthly dividend payment. The Company's investment objectives are to generate annual income (including franking credits) that exceeds the gross income of the Standard and Poor's (S&P)/Australian Securities Exchange (ASX) 200 Franking Credit Adjusted Daily Total Return Index (Tax-Exempt) (Benchmark) and outperform (after fees) the Benchmark in total return terms including franking credits over each full investment cycle (typically three to five years). It invests in various sectors, such as communication services, consumer discretionary, consumer staples, energy, financials, health care, industrials, information technology, materials, real estate, and utilities. The Company's investment manager is Plato Investment Management Limited.
- Revenue in AUD (TTM)93.67m
- Net income in AUD72.31m
- Incorporated2017
- Employees0.00
- LocationPlato Income Maximiser LimitedL 35 60 Margaret StSYDNEY 4000AustraliaAUS
- Phone+61 30001-0311
- Websitehttps://plato.com.au/australian-strategies/plato-income-maximiser-limited-asxpl8/
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Key Information
- Key Information
- Stock Performance
- Per Share Data
- Efficiency
- Management Effectiveness
- Profitability
- Financial Strength
- Growth Rates
| Company | Revenue (TTM) | Net income (TTM) | Market cap | Employees | Price/earnings (TTM) | Price/book value (MRQ) | Price/cash flow (TTM) | Price/sales (TTM) | EPS (excl. extraordinary items, TTM) | EPS (incl. extraordinary items, TTM) | Revenue per share (TTM) | Book value per share (MRQ) | Asset turnover (TTM) | Inventory turnover (TTM) | Receivables turnover (TTM) | Revenues per employee (TTM) | Return on avg assets (TTM) | Return on avg assets (5 yr avg) | Return on investment (TTM) | Return on investment (5 yr avg) | Gross margin (TTM) | Gross margin (5 yr avg) | Net profit margin (TTM) | Net Profit margin (5 yr avg) | Quick ratio (MRQ) | Interest coverage (TTM) | Total debt to capital (MRQ) | Payout ratio (5 yr avg) | Revenue (YOY change %) | Revenue (5 yr growth rate) | Net income (YOY change %) | Net income (5 yr growth rate) | Capital expenditure (5 yr growth rate) | Dividend (5 yr growth rate) |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| SPDR S&P/ASX 50 | 42.30m | 0.00 | 768.55m | 594.00 | -- | -- | -- | 18.17 | -- | -- | -- | -- | 0.0879 | -- | 40.87 | -- | 0.00 | 0.00 | 0.00 | -- | 96.93 | 96.99 | 0.00 | 0.00 | -- | 2.09 | 1.00 | -- | 782.51 | -- | -- | -- | -- | -- |
| Djerriwarrh Investments Ltd | 51.56m | 38.44m | 777.38m | 0.00 | 20.20 | 0.8932 | -- | 15.08 | 0.146 | 0.146 | 0.1959 | 3.30 | 0.0555 | -- | 9.96 | -- | 4.14 | 4.44 | 4.33 | 4.84 | 87.80 | 86.49 | 74.54 | 77.82 | -- | 25.55 | 0.0591 | 91.61 | -0.592 | 7.39 | 0.5647 | 3.54 | -- | 2.06 |
| Perpetual Credit Income Trust | 44.12m | 39.13m | 803.92m | 0.00 | 14.38 | 1.00 | -- | 18.22 | 0.0765 | 0.0765 | 0.0864 | 1.10 | 0.0655 | -- | 5.85 | -- | 5.81 | 6.53 | 5.85 | 6.62 | 90.60 | 89.16 | 88.70 | 87.74 | -- | -- | 0.00 | 91.40 | -8.61 | 52.80 | -11.27 | 125.57 | -- | 14.20 |
| Wam Global Ltd | 38.45m | 17.29m | 846.32m | -- | 48.53 | 0.9738 | -- | 22.01 | 0.0486 | 0.0486 | 0.1077 | 2.42 | 0.0428 | -- | 37.36 | -- | 1.93 | 6.27 | 1.94 | 6.47 | 65.93 | 86.36 | 44.97 | 60.02 | -- | -- | 0.00 | 84.87 | 34.68 | 60.67 | 39.77 | 82.90 | -- | 13.18 |
| Qualitas Ltd | 122.28m | 37.87m | 934.42m | -- | 24.60 | 2.38 | 22.77 | 7.64 | 0.126 | 0.126 | 0.4069 | 1.30 | 0.2657 | 1.78 | 3.99 | -- | 8.23 | 3.21 | 8.90 | 3.69 | 60.48 | 58.57 | 30.97 | 29.34 | -- | -- | 0.1218 | -- | 30.36 | 22.64 | 27.62 | 33.42 | 88.34 | -- |
| Carlton Investments Ltd | 42.20m | 39.46m | 976.06m | 2.00 | 24.75 | 1.00 | -- | 23.13 | 1.49 | 1.49 | 1.60 | 36.92 | 0.0375 | -- | 80.85 | 21,101,000.00 | 3.50 | 3.36 | 3.51 | 3.36 | 99.97 | 99.97 | 93.51 | 94.35 | -- | -- | 0.0002 | 72.91 | 0.0577 | 0.7085 | 0.0929 | 0.3605 | -- | 0.3578 |
| Plato Income Maximiser Ltd | 93.67m | 72.31m | 1.09bn | 0.00 | 15.06 | 1.27 | -- | 11.63 | 0.0966 | 0.0966 | 0.1251 | 1.15 | 0.1097 | -- | 8.67 | -- | 8.46 | 8.29 | 8.47 | 8.30 | 92.49 | 91.95 | 77.20 | 82.07 | -- | -- | 0.00 | 61.73 | 29.94 | -- | 26.75 | -- | -- | 2.98 |
| Diversified United Investment Ltd | 42.18m | 38.68m | 1.11bn | 8.00 | 28.82 | 1.00 | -- | 26.31 | 0.1797 | 0.1797 | 0.196 | 5.17 | 0.0307 | -- | 9.80 | -- | 2.81 | 3.09 | 2.86 | 3.09 | 98.95 | 92.81 | 91.68 | 82.16 | -- | -- | 0.0264 | 88.25 | -6.04 | 3.45 | 5.43 | 4.79 | -- | 0.637 |
| L1 Global Long Short Fund Ltd | 21.48m | 9.70m | 1.13bn | 0.00 | 65.31 | 1.44 | -- | 52.48 | 0.0315 | 0.0315 | 0.0698 | 1.43 | 0.0469 | -- | 10.79 | -- | 2.12 | 4.77 | 2.13 | 4.81 | 76.66 | 86.45 | 45.18 | 57.37 | -- | -- | 0.00 | 83.63 | -14.45 | -- | -24.18 | -- | -- | 0.00 |
| HMC Capital Ltd | 202.40m | -2.60m | 1.15bn | -- | -- | 0.6955 | -- | 5.67 | -0.0063 | -0.0063 | 0.4907 | 4.00 | 0.0682 | -- | 5.01 | -- | -0.118 | 7.02 | -0.1768 | 8.38 | -- | -- | -1.73 | 89.17 | -- | -- | 0.2219 | 83.43 | 188.78 | 30.34 | 123.18 | 89.88 | -- | 0.00 |
| Regal Partners Ltd | 369.03m | 130.55m | 1.20bn | -- | 9.65 | 1.42 | 7.98 | 3.25 | 0.337 | 0.337 | 0.9737 | 2.28 | 0.358 | -- | 2.94 | -- | 12.80 | 8.90 | 14.23 | 9.71 | 96.89 | -- | 35.75 | 28.75 | -- | -- | 0.0348 | 103.60 | 45.75 | 45.10 | 97.08 | 38.18 | 72.04 | -8.38 |
| Gryphon Capital Income Trust | 76.01m | 68.79m | 1.21bn | 0.00 | 12.28 | 1.02 | -- | 15.93 | 0.1669 | 0.1669 | 0.1831 | 2.01 | 0.0874 | -- | 22.40 | -- | 7.91 | 6.95 | 7.97 | 7.01 | 91.73 | 90.53 | 90.51 | 88.95 | -- | -- | 0.00 | 97.86 | 41.65 | 35.73 | 40.75 | 39.04 | -- | 13.87 |
| Navigator Global Investments Ltd | 553.58m | 65.11m | 1.24bn | 286.00 | 21.41 | 1.11 | 15.65 | 2.24 | 0.1182 | 0.1182 | 1.01 | 2.28 | 0.4259 | -- | 6.13 | -- | 5.01 | 8.70 | 5.58 | 9.98 | 36.51 | 47.69 | 11.76 | 26.93 | -- | 3.82 | 0.0699 | 32.22 | 32.40 | 29.22 | 80.02 | 45.75 | -6.67 | -22.72 |
| Australian United Investment Company Ltd | 56.23m | 51.64m | 1.38bn | 0.00 | 26.84 | 1.05 | -- | 24.58 | 0.4162 | 0.4162 | 0.4532 | 10.69 | 0.0343 | -- | 21.92 | -- | 3.15 | 3.72 | 3.30 | 3.77 | 96.17 | 94.11 | 91.84 | 88.55 | -- | -- | 0.0638 | 93.35 | -1.31 | 4.14 | 1.53 | 3.92 | -- | 0.5495 |
| Magellan Financial Group Ltd | 281.89m | 139.96m | 1.42bn | 111.00 | 10.50 | 1.49 | 9.90 | 5.04 | 0.8058 | 0.8058 | 1.62 | 5.68 | 0.2654 | -- | 6.53 | 2,539,523.00 | 13.18 | 21.09 | 13.87 | 24.20 | 93.44 | 96.55 | 49.65 | 51.49 | -- | -- | 0.0038 | 95.37 | -15.76 | -14.40 | -30.88 | -16.07 | 4.26 | -24.62 |
| BKI Investment Company Ltd | 72.36m | 65.01m | 1.43bn | 0.00 | 21.96 | 0.9879 | -- | 19.74 | 0.0806 | 0.0806 | 0.0897 | 1.79 | 0.0467 | -- | 11.20 | -- | 4.19 | 4.94 | 4.20 | 4.95 | 97.79 | 98.12 | 89.84 | 91.32 | -- | -- | 0.00 | 43.60 | 0.6485 | 5.50 | -3.93 | 4.93 | -- | 5.85 |
Data as of Mar 02 2026. Currency figures normalised to Plato Income Maximiser Limited's reporting currency: Australian Dollar AUD
3.28%Per cent of shares held by top holders
| Holder | Shares | % Held |
|---|---|---|
| Netwealth Investments Ltd.as of 20 Aug 2025 | 15.99m | 2.14% |
| Perennial Value Management Ltd.as of 20 Aug 2025 | 8.59m | 1.15% |
Data from 18 Feb 2026 - 20 Feb 2026Source: FactSet Research Systems Inc.
