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BRM · NZX

Barramundi (BRM)

Investment Companies / Listed investment company•Covered: FY21 - HY26•10 published briefings

Barramundi is an NZX-listed investment companies / listed investment company company with FY21 - HY26 of published result briefings.

Latest briefing

HY26 · Released 16 February 2026

Portfolio swung to unprecedented -5.8%, 11.4pp behind benchmark

Recurring investment income held above its historical range, but a NZ$13.5m portfolio loss pushed NPAT to -NZ$15.4m and NTA per share to NZ$0.63.

Market data

As at close
Close price
NZD 0.56
Market cap
$193.6m
Dividend yield
9.5%

as at close, 16 June 2026. Source: yfinance.

Sections⌄
  1. Snapshot
  2. Valuation
  3. Chat
  4. Longitudinal View
  5. Follow-through
  6. Archive
  7. Related Insights
  1. Snapshot
  2. Valuation
  3. Chat
  4. Longitudinal View
  5. Follow-through
  6. Archive
  7. Related Insights

Snapshot

Latest metrics

HY26, released 16 February 2026

← Swipe to view more
BRM latest metrics
MetricValueChange
Revenue$2.4m↑ +2.2%
NPAT-$15.4m↓ -273.0%
Operating cash flow-$13m↑ +12.2%
ROE %-7.1%Outside range lowOutside range low roe. -7.1%; 3-period range 3.6% to 8.1%. ROE: -7.1%, below normal range; 3-period mean 6.1%, range 3.6%-8.1%.↓ -10.7pp
DPS1.3c↓ -16.3%
PBT-$15m↓ -263.0%
Total assets$221.7m↓ -11.3%

Source: latest published briefing (HY26, released 16 February 2026). Change compares against the prior equivalent period: HY25, released 21 February 2025.

Valuation

Valuation

A compact read on what the market price implies next to the latest filing data. The numbers are a starting point for comparison, not a recommendation.

Prices as at close, 16 June 2026

Price and market cap

The latest close and share count context for the market price.

Market cap

$193.6m

i

End-of-day close multiplied by current shares on issue.

Income and fund shape

Yield and fund-style valuation where the company shape supports it.

Dividend yield

9.5%

i

Trailing dividends compared with the latest close.

Premium / discount

-12.3%

i

For investment companies, price compared with reported NTA.

Total return

Not available

i

Available once dividend and adjustment data are verified.

Profitability multiples

How the market price compares with recent earnings and cash-flow inputs.

P/E

Not available

i

Not meaningful when recent earnings are negative.

EPS

-0.05

i

Recent filing-derived earnings per share.

PEG

Not available

i

Not available for this company right now.

EV/EBITDA

Not available

i

Not useful for this reporting shape.

P/FCF

Not available

i

Not available for this company right now.

Price history

Daily closes use the full available width, with hover and touch readouts against real observations. Expand opens the chart at reading size.

Share price

Five years of daily closes, as at close, 5 June 2026. Weekends, suspensions, and listing gaps stay as natural gaps in the time scale.

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Price vs earnings

Indexed lines compare direction from the first positive comparable filing point. The axis is an index, not dollars or cents.

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Chat

Ask about BRM

Ask follow-up questions about Barramundi's latest result and company history.

Informational only. No buy, sell, hold, price-target, or personal financial advice.

Ask about BRM

Informational only. No buy, sell, hold, price-target, or personal financial advice.

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What changed in the latest result?What is unusual in the historical context?How has cash conversion changed over time?Compare this company with CNU.

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Longitudinal view

Performance over time

The latest period is shown first.

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BRM metric history
MetricHY266 MONTHS16 February 2026FY2512 MONTHS18 August 2025HY256 MONTHS21 February 2025FY2412 MONTHS19 August 2024HY246 MONTHS22 February 2024FY2312 MONTHS22 August 2023HY236 MONTHS17 February 2023FY2212 MONTHS22 August 2022HY226 MONTHS28 February 2022FY2112 MONTHS24 August 2021Trend
Revenue$2.4m$4.8m$2.4m$4.2m$19.7m$4m$15.2m$3.8m$1.9b$57.2m
Chart
Revenue growth %2.2%16.2%12.6%4.4%29.1%5.2%692.0%-93.4%-94.4%n/m
Chart
EBITDA——————$13.6m-$35.2m$15.4m$51.7m
Chart
EBITDA margin %——————89.0%-924.8%0.8%90.4%
Chart
PBT-$15m$8.5m$9.2m$29m$17.8m$39.4m$13.6m-$35.2m$15.4m$51.7m
Chart
PBT growth %—-70.7%-48.3%-26.4%30.9%Outside range highOutside range high pbt growth. 30.9%; 4-period range -263.6% to -11.7%. PBT growth: 30.9%, above normal range; 4-period mean -93.5%, range -263.6%--11.7%.—-11.7%—-50.3%307.1%
Chart
  • HY24 PBT growth %: Outside range high pbt growth. 30.9%; 4-period range -263.6% to -11.7%. PBT growth: 30.9%, above normal range; 4-period mean -93.5%, range -263.6%--11.7%.
NPAT-$15.4m$7.9m$8.9m$28.1m$17m$38.3m$12.2m-$34.6m$14.9m$52.3m
Chart
NPAT growth %—-71.9%-47.6%-26.6%39.3%Outside range highOutside range high npat growth. 39.3%; 4-period range -272.8% to -18.1%. NPAT growth: 39.3%, above normal range; 4-period mean -97.8%, range -272.8%--18.1%.—-18.1%—-52.8%318.4%
Chart
  • HY24 NPAT growth %: Outside range high npat growth. 39.3%; 4-period range -272.8% to -18.1%. NPAT growth: 39.3%, above normal range; 4-period mean -97.8%, range -272.8%--18.1%.
Operating cash flow-$13m-$0.51m-$14.8m$11.3m$9.9m$13.1m$5.9m-$18m-$23.8m$6.7m
Chart
OCF / EBITDA %——————43.4%51.2%-154.2%12.9%
Chart
DPS1.3c—1.5c1.5c1.4c1.4c1.4c1.4c1.7c1.7c
Chart
Payout ratio vs NPAT %——51.3%Outside range highOutside range high payout ratio versus npat. 51.3%; 3-period range 23.6% to 30%. Payout ratio versus NPAT: 51.3%, above normal range; 3-period mean 26.5%, range 23.6%-30.0%.29.6%23.6%Outside range lowOutside range low payout ratio versus npat. 23.6%; 3-period range 25.8% to 51.3%. Payout ratio versus NPAT: 23.6%, below normal range; 3-period mean 35.7%, range 25.8%-51.3%.19.8%30.0%—25.8%24.2%
Chart
  • HY24 Payout ratio vs NPAT %: Outside range low payout ratio versus npat. 23.6%; 3-period range 25.8% to 51.3%. Payout ratio versus NPAT: 23.6%, below normal range; 3-period mean 35.7%, range 25.8%-51.3%.
  • HY25 Payout ratio vs NPAT %: Outside range high payout ratio versus npat. 51.3%; 3-period range 23.6% to 30%. Payout ratio versus NPAT: 51.3%, above normal range; 3-period mean 26.5%, range 23.6%-30.0%.
Annual payout ratio vs EPS %———29.6%—19.8%———24.2%
Chart
ROE %-7.1%Outside range lowOutside range low roe. -7.1%; 3-period range 3.6% to 8.1%. ROE: -7.1%, below normal range; 3-period mean 6.1%, range 3.6%-8.1%.3.3%3.6%13.0%8.1%Outside range highOutside range high roe. 8.1%; 3-period range -7.1% to 6.6%. ROE: 8.1%, above normal range; 3-period mean 1.0%, range -7.1%-6.6%.19.3%6.9%-19.4%Unprecedented lowUnprecedented low roe. -19.4%; 4-period range 3.3% to 28.2%. ROE: -19.4%, unprecedented low; 4-period mean 15.9%, range 3.3%-28.2%.6.6%28.2%Outside range highOutside range high roe. 28.2%; 4-period range -19.5% to 19.3%. ROE: 28.2%, above normal range; 4-period mean 4.0%, range -19.4%-19.3%.
Chart
  • HY24 ROE %: Outside range high roe. 8.1%; 3-period range -7.1% to 6.6%. ROE: 8.1%, above normal range; 3-period mean 1.0%, range -7.1%-6.6%.
  • HY26 ROE %: Outside range low roe. -7.1%; 3-period range 3.6% to 8.1%. ROE: -7.1%, below normal range; 3-period mean 6.1%, range 3.6%-8.1%.
Debtor days——151213100
Chart
Total assets$221.7m$241.7m$249.9m$218.7m$212.3m$201.2m$179.5m$172.3m$227.9m$188.5m
Chart

Reference: annolyse.ai/companies/brm

Note: Figures are shown as reported. Half-year and full-year absolute values are not directly comparable. Growth rates and ratios are the meaningful comparison across mixed periods.

NTA/NAV per share

Net tangible asset or net asset value per share, shown in per-share cents for chart readability.

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  • HY22 BRM: Unprecedented high nta/nav per share. 0.85x; 4-period range 0.63x to 0.75x. NTA/NAV per share: 0.85x, unprecedented high; 4-period mean 0.69x, range 0.63x-0.75x.
  • FY22 BRM: Outside range low nta/nav per share. 0.64x; 4-period range 0.72x to 30x. NTA/NAV per share: 0.64x, below normal range; 4-period mean 8.09x, range 0.72x-30.00x.
  • FY25 BRM: Unprecedented high nta/nav per share. 30x; 4-period range 0.64x to 0.87x. NTA/NAV per share: 30.00x, unprecedented high; 4-period mean 0.75x, range 0.64x-0.87x.
  • HY26 BRM: Outside range low nta/nav per share. 0.63x; 4-period range 0.65x to 0.85x. NTA/NAV per share: 0.63x, below normal range; 4-period mean 0.75x, range 0.65x-0.85x.

Investment income

Recurring investment-income or revenue-return proxy, excluding fair-value movement where disclosed.

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  • FY21 BRM: Unprecedented low investment income. $2.9m; 4-period range $3.8m to $4.8m. Investment income: NZ$2.9m, unprecedented low; 4-period mean NZ$4.2m, range NZ$3.8m-NZ$4.8m.
  • HY22 BRM: Outside range low investment income. $1.9m; 4-period range $2m to $2.4m. Investment income: NZ$1.9m, below normal range; 4-period mean NZ$2.2m, range NZ$2.0m-NZ$2.4m.
  • FY25 BRM: Unprecedented high investment income. $4.8m; 4-period range $2.9m to $4.2m. Investment income: NZ$4.8m, unprecedented high; 4-period mean NZ$3.7m, range NZ$2.9m-NZ$4.2m.
  • HY26 BRM: Outside range high investment income. $2.4m; 4-period range $1.9m to $2.4m. Investment income: NZ$2.4m, above normal range; 4-period mean NZ$2.1m, range NZ$1.9m-NZ$2.4m.

Investment total return

Total income or return including fair-value or capital movement where disclosed.

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  • FY21 BRM: Outside range high investment total return. $57.2m; 4-period range $-32.6m to $43.6m. Investment total return: NZ$57.2m, above normal range; 4-period mean NZ$14.1m, range NZ$-32.6m-NZ$43.6m.
  • FY22 BRM: Unprecedented low investment total return. $-32.6m; 4-period range $12.5m to $57.2m. Investment total return: NZ$-32.6m, unprecedented low; 4-period mean NZ$36.6m, range NZ$12.5m-NZ$57.2m.
  • HY24 BRM: Outside range high investment total return. $19.7m; 4-period range $-13.5m to $17.3m. Investment total return: NZ$19.7m, above normal range; 4-period mean NZ$8.3m, range NZ$-13.5m-NZ$17.3m.
  • HY26 BRM: Unprecedented low investment total return. $-13.5m; 4-period range $14.3m to $19.7m. Investment total return: NZ$-13.5m, unprecedented low; 4-period mean NZ$16.6m, range NZ$14.3m-NZ$19.7m.

Net assets attributable

Net asset base attributable to shareholders or unitholders.

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  • FY22 BRM: Outside range low net assets attributable. $170.7m; 4-period range $185.7m to $240.6m. Net assets attributable: NZ$170.7m, below normal range; 4-period mean NZ$210.4m, range NZ$185.7m-NZ$240.6m.
  • HY23 BRM: Unprecedented low net assets attributable. $178.1m; 4-period range $211.1m to $248.3m. Net assets attributable: NZ$178.1m, unprecedented low; 4-period mean NZ$226.0m, range NZ$211.1m-NZ$248.3m.
  • HY25 BRM: Unprecedented high net assets attributable. $248.3m; 4-period range $178.1m to $225.9m. Net assets attributable: NZ$248.3m, unprecedented high; 4-period mean NZ$208.5m, range NZ$178.1m-NZ$225.9m.
  • FY25 BRM: Unprecedented high net assets attributable. $240.6m; 4-period range $170.7m to $215.9m. Net assets attributable: NZ$240.6m, unprecedented high; 4-period mean NZ$192.9m, range NZ$170.7m-NZ$215.9m.

Distribution coverage

Recurring investment income or revenue-return coverage of cash distributions where source-backed.

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  • HY22 BRM: Unprecedented low distribution coverage. 35%; 4-period range 38.4% to 41.1%. Distribution coverage: 35.0%, unprecedented low; 4-period mean 39.7%, range 38.4%-41.1%.
  • FY22 BRM: Unprecedented low distribution coverage. 34.4%; 4-period range 39.3% to 40.7%. Distribution coverage: 34.4%, unprecedented low; 4-period mean 40.0%, range 39.3%-40.7%.
  • HY23 BRM: Outside range high distribution coverage. 41.1%; 4-period range 35% to 40.3%. Distribution coverage: 41.1%, above normal range; 4-period mean 38.2%, range 35.0%-40.3%.
  • FY23 BRM: Outside range high distribution coverage. 40.7%; 4-period range 34.4% to 40.5%. Distribution coverage: 40.7%, above normal range; 4-period mean 38.4%, range 34.4%-40.5%.

Portfolio/NAV total return vs benchmark

Portfolio or NAV total return compared with the disclosed benchmark or index return.

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  • HY23 Portfolio/NAV total return: Outside range high portfolio/nav total return. 8.9%; 4-period range -5.8% to 8.8%. Portfolio/NAV total return: 8.9%, above normal range; 4-period mean 4.0%, range -5.8%-8.8%.
  • HY26 Portfolio/NAV total return: Unprecedented low portfolio/nav total return. -5.8%; 4-period range 5.3% to 8.9%. Portfolio/NAV total return: -5.8%, unprecedented low; 4-period mean 7.7%, range 5.3%-8.9%.
  • FY21 Benchmark total return: Unprecedented low benchmark total return. 28.1%; 4-period range 70% to 70%. Benchmark total return: 28.1%, unprecedented low; 4-period mean 70.0%, range 70.0%-70.0%.
  • HY22 Benchmark total return: Unprecedented low benchmark total return. 3.7%; 4-period range 5.6% to 10.7%. Benchmark total return: 3.7%, unprecedented low; 4-period mean 7.9%, range 5.6%-10.7%.
  • HY23 Benchmark total return: Unprecedented high benchmark total return. 10.7%; 4-period range 3.7% to 7.7%. Benchmark total return: 10.7%, unprecedented high; 4-period mean 6.1%, range 3.7%-7.7%.

The setup & the reality

FY25 → HY26 Follow-through

The latest result is checked against what the prior briefing said to watch.

Current result now available

HY26 · Released 16 February 2026

Portfolio swung to unprecedented -5.8%, 11.4pp behind benchmark

Recurring investment income held above its historical range, but a NZ$13.5m portfolio loss pushed NPAT to -NZ$15.4m and NTA per share to NZ$0.63.

Read latest briefing→

Historical setup

What FY25 said to watch

From NPAT fell 71.9% as portfolio gains cooled; coverage dropped to 39.4%

No quantitative targets were supplied. Shape context is informative, however: HY25 NPAT was NZ$8.9m, while the full-year NPAT was NZ$7.9m, implying a roughly NZ$1.0m loss in the second half. The H1 share of full-year NPAT therefore exceeded 100%, indicating the portfolio gave back gains between January and June rather than building on the interim result.

That second-half softness, against a still within-range benchmark return, is the most important forward-looking signal in this release. It matters because distribution coverage already sits at 39.4%; another period of muted portfolio return would put further pressure on the capacity to fund distributions without drawing on capital.

Open questions

Open questions from FY25

  • Why did distribution coverage by investment income drop to 39.4%, and is the distribution policy explicitly funded from total return rather than income?
  • What explains the implied second-half NPAT loss of around NZ$1.0m against a full HY25 result of NZ$8.9m?
  • How did the portfolio's gross performance return compare to the 70.0% benchmark, both for the year and over the second half?
  • What drove the effective tax rate to 6.5% versus a four-period mean of 1.5%, and is that level expected to persist?
  • Does management view current investment income of NZ$4.8m as a sustainable run rate given the larger NZ$241.7m asset base?

This briefing cannot assess the manager's stock-level positioning, fee structure, or fund-versus-benchmark performance attribution because expense ratio, portfolio total return percentage and holdings detail were not supplied.

Archive

Briefing archive

Every published Annolyse briefing for this company appears here in reverse chronological order.

HY26 · Released 16 February 2026

Portfolio swung to unprecedented -5.8%, 11.4pp behind benchmark

Recurring investment income held above its historical range, but a NZ$13.5m portfolio loss pushed NPAT to -NZ$15.4m and NTA per share to NZ$0.63.

Read briefing→

FY25 · Released 18 August 2025

NPAT fell 71.9% as portfolio gains cooled; coverage dropped to 39.4%

Record investment income of NZ$4.8m was outpaced by NZ$12.3m in distributions, leaving capital gains to fund the gap.

Read briefing→

HY25 · Released 21 February 2025

Portfolio trailed benchmark by 2.3pp as NPAT halved to $8.9m

Smaller fair-value gains drove NPAT down 47.6%, lifting the payout-to-NPAT ratio to 51.3% versus a 26.5% historical mean.

Read briefing→

FY24 · Released 19 August 2024

NPAT down 26.6% as portfolio gains normalise off a strong FY23

Investment income rose 4.4% to $4.2m, but lower fair-value contribution cut total return 24% and ROE from 19.2% to 13.0%.

Read briefing→

HY24 · Released 22 February 2024

Portfolio return of NZ$19.7m drove PBT up 30.9% and NTA per share up 15.1%

Portfolio total return of 8.8% beat the benchmark by 1.1pp, but a lower effective tax rate flattered the 39.3% NPAT print.

Read briefing→

FY23 · Released 22 August 2023

NTA per share rose 12.5% to $0.72 as portfolio swung to $43.6m total return

Investment income covered only 40.7% of distributions paid, so capital recycling continues to fund shareholder payouts despite the headline profit

Read briefing→

HY23 · Released 17 February 2023

Net assets sank 21.2% to an unprecedented NZ$178.1m low

An 8.9% portfolio return lagged a 10.7% benchmark, and NPAT fell 18.1% on the smaller asset base.

Read briefing→

FY22 · Released 22 August 2022

Portfolio swung to NZ$32.6m loss as NTA fell 26% to 64 cents

Unprecedented portfolio drawdown eroded NAV while distributions of NZ$11.0m were paid against only NZ$3.8m of investment income.

Read briefing→

HY22 · Released 28 February 2022

NTA per share hit record $0.85 on 7.7% portfolio return

The portfolio's 7.7% return beat a weak 3.7% benchmark, but distribution coverage of 35% leaves the payout dependent on capital returns.

Read briefing→

FY21 · Released 24 August 2021

Record $52.3m profit as portfolio returned 37.6%, beating benchmark by 9.5pp

Headline NPAT was dominated by $53.9m of portfolio gains while investment income fell 6.5%, leaving distributions only 40.5% covered.

Read briefing→

Related insights

Compare this company

The latest BRM metrics also appear in these cross-company views.

Insight

Earnings quality and statutory distortions

This result includes a statutory earnings-quality distortion flag.

Open insight→

Insight

ROE and capital efficiency

ROE was -7.1%, -10.7pp versus the prior comparable period.

Open insight→

Insight

Revenue growth context

Revenue growth was 2.2% for this reporting period.

Open insight→

Get notified when BRM publishes

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