Buy Or Sell Opportunity • Aug 14
Now 21% undervalued Over the last 90 days, the stock has risen 15% to €7.80. The fair value is estimated to be €9.87, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 14% over the last 3 years. Earnings per share has grown by 13%. For the next 3 years, revenue is forecast to grow by 3.8% per annum. Earnings are also forecast to grow by 5.7% per annum over the same time period. 공고 • Jul 27
Smartgroup Corporation Ltd to Report First Half, 2026 Results on Aug 27, 2026 Smartgroup Corporation Ltd announced that they will report first half, 2026 results on Aug 27, 2026 Buy Or Sell Opportunity • Jul 23
Now 21% undervalued Over the last 90 days, the stock has risen 46% to €7.75. The fair value is estimated to be €9.76, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 14% over the last 3 years. Earnings per share has grown by 13%. For the next 3 years, revenue is forecast to grow by 3.8% per annum. Earnings are also forecast to grow by 5.7% per annum over the same time period. Buy Or Sell Opportunity • Jul 06
Now 20% undervalued Over the last 90 days, the stock has risen 50% to €7.60. The fair value is estimated to be €9.54, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 14% over the last 3 years. Earnings per share has grown by 13%. For the next 3 years, revenue is forecast to grow by 3.8% per annum. Earnings are also forecast to grow by 5.7% per annum over the same time period. New Risk • May 29
New minor risk - Insider selling There has been significant insider selling in the company's shares over the past 3 months. Total value of shares sold: €6.6m This is considered a minor risk. There are several reasons why an insider may be selling, including to cover a tax obligation or pay for some other expense. However, we generally consider it a negative if insiders have been selling, especially if they do so below the current price. It implies that they considered a lower price to be reasonable. This is a weak signal, but if there is a pattern of unexplained selling, it can be a sign the insider believes the company's stock is overpriced. Note: We only include open market transactions and private dispositions of directly owned stock by individuals, not by corporations or trusts. Currently, the following risks have been identified for the company: Minor Risks Dividend is not well covered by cash flows (97% cash payout ratio). Significant insider selling over the past 3 months (€6.6m sold). 공고 • May 21
Smartgroup Corporation Ltd (ASX:SIQ) announces an Equity Buyback for AUD 20 million worth of its shares. Smartgroup Corporation Ltd (ASX:SIQ) announces a share repurchase program. Under the program, the company will repurchase up to A$20 million of ordinary shares. The source of funds is existing cash reserves, including proceeds from the sale of the self-funded fleet portfolio. The program will be executed on June 3, 2027. As of May 20, 2026, the company has 137,398,556 issued shares. 공고 • Mar 09
Smartgroup Corporation Ltd, Annual General Meeting, May 20, 2026 Smartgroup Corporation Ltd, Annual General Meeting, May 20, 2026. 공고 • Feb 17
Smartgroup Corporation Limited Appoints Paul Rogan as Independent Non-Executive Director, Effective March 2, 2026 Smartgroup Corporation Limited announced that it has appointed Mr. Paul Rogan as an independent non-executive director effective from March 2, 2026. Paul is an experienced company director and senior financial services executive. He is currently Chair and Non-Executive Director of HUB24 Limited, and a Non-Executive Director of IDP Education Limited and Raiz Invest Limited. He is also Chair and Non-Executive Director of Household Capital Pty Ltd, a leading provider of equity/wealth release finance to senior Australians. Paul has over 25 years’ leadership experience across finance, strategy, risk and product distribution. His executive career includes senior roles at Challenger, National Australia Bank, and MLC both in Australia and the United Kingdom. He has also founded fintech businesses servicing the retiree consumer segment, bringing deep expertise in digital-first growth and customer-centric platforms. 공고 • Jan 29
Smartgroup Reportedly Mulls Scrip Merger for Rival FleetPartners as PEP Circles Smartgroup Corporation Ltd. (ASX:SIQ) is believed to be assessing a potential scrip merger of rival FleetPartners Group Limited (ASX:FPR), say sources. It comes after the $600 million FleetPartners has been in the crosshairs of private equity firm Pacific Equity Partners, which has not thought to have given up its aspirations of owning the company since last year. PEP bought SG Fleet in 2024 for $1.2bn and for the Sydney-based private equity firm there are major synergies in owning both. But the private-equity interest has prompted Smartgroup to dust off its file on its competitor, and it is believed to be working with investment bank Macquarie Capital to determine if it can put forward a proposal to buy the business with its scrip. The Smartgroup share price is up over 8% in the past year, whereas FleetPartners is down 1.4%. However, some believe it faces an uphill battle trumping PEP if it lobs a cash bid. Smartgroup is run by Scott Wharton, who previously worked as an executive at Star Entertainment, and is known to have been eager to embark on acquisitions. Smartgroup declined to comment on the speculation. 공고 • Jan 21
Smartgroup Corporation Ltd to Report Fiscal Year 2025 Results on Feb 26, 2026 Smartgroup Corporation Ltd announced that they will report fiscal year 2025 results on Feb 26, 2026 공고 • Aug 30
Smartgroup Corporation Ltd Declares Interim Dividend for the Half Year Ended June 30, 2025, Payable on September 23, 2025 On 27 August 2025, the Directors of Smartgroup Corporation Ltd. declared a fully franked dividend of 19.5 cents per ordinary share for the half year ended June 30, 2025. The record date is 9 September 2025 and the dividend will be paid on 23 September 2025. This dividend has not been included as a liability in these half year financial statements. The total estimated dividend to be paid is $26,500,000. 
