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About the company
Whitefield Industrials Limited is an Australia-based investment company holding a diversified portfolio of Australian Securities Exchange (ASX) listed Industrial (non-resource) shares. The Company's principal activity is to invest in companies and trusts listed on the ASX. The Company's return objective includes a reliable stream of franked income; risk-adjusted return higher than the average of peer group, and portfolio return 0-100 basis points above the benchmark (S&P/ASX200 Industrials Accumulation) over rolling five-year periods. Its risk objective is to have a lower degree of variation against the benchmark (target 0.7% - 1.0% tracking error). It invests in various sectors, such as banks, health care, consumer discretionary, non-bank financials, industrials, real estate, consumer staples, communication services, information technology, materials and utilities. The Company's investment manager is Whitefield Capital Management Pty Ltd.
- Revenue in AUD (TTM)25.93m
- Net income in AUD21.96m
- Incorporated1923
- Employees0.00
- LocationWhitefield LtdLevel 16, 68 Pitt StSYDNEY 2000AustraliaAUS
- Phone+61 28215-7900
- Fax+61 28215-7901
- Websitehttps://www.whitefield.com.au/
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Key Information
- Key Information
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- Per Share Data
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| 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) |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Wam Microcap Ltd | 69.36m | 43.58m | 462.33m | -- | 10.51 | 1.17 | -- | 6.67 | 0.157 | 0.157 | 0.2496 | 1.41 | 0.1709 | -- | 84.61 | -- | 10.74 | 8.81 | 11.25 | 9.27 | 86.61 | 81.96 | 62.84 | 59.98 | -- | -- | 0.00 | 85.32 | 20.90 | 25.96 | 27.41 | 30.93 | -- | 12.05 |
| Perpetual Equity Investment Company Ltd | 32.57m | 21.72m | 493.61m | 0.00 | 22.61 | 1.03 | -- | 15.15 | 0.0568 | 0.0568 | 0.0853 | 1.25 | 0.065 | -- | 4.16 | -- | 4.33 | 8.10 | 4.37 | 8.20 | 84.63 | 89.13 | 66.68 | 66.83 | -- | -- | 0.00 | 66.95 | -25.30 | 61.97 | -23.94 | -- | -- | 12.70 |
| Australian Ethical Investment Ltd | 119.38m | 20.20m | 530.45m | 40.00 | 26.27 | 13.07 | 24.58 | 4.44 | 0.1774 | 0.1774 | 1.05 | 0.3567 | 1.97 | -- | 14.87 | -- | 33.39 | 25.43 | 52.86 | 40.31 | 81.21 | 82.78 | 16.92 | 13.69 | -- | 231.34 | 0.0511 | 84.26 | 18.80 | 19.06 | 75.15 | 16.39 | -6.67 | 18.47 |
| Future Generation Australia Ltd | 58.79m | 37.93m | 552.71m | 0.00 | 14.50 | 1.01 | -- | 9.40 | 0.0928 | 0.0928 | 0.1438 | 1.34 | 0.1035 | -- | 1.84 | -- | 6.67 | 5.92 | 6.88 | 5.98 | 99.84 | 99.79 | 64.51 | 69.09 | -- | -- | 0.00 | 77.86 | 6.12 | 17.45 | 4.57 | 16.40 | -- | 6.96 |
| Regal Partners Global Investments Ltd | 6.95m | -17.56m | 572.76m | 0.00 | -- | 1.12 | -- | 82.47 | -0.0563 | -0.0563 | 0.0265 | 2.11 | 0.0093 | -- | 1.61 | -- | -2.34 | 1.11 | -2.42 | 1.26 | -293.53 | 35.57 | -252.88 | 22.66 | -- | -- | 0.00 | 246.20 | -94.87 | -- | -127.38 | -- | -- | 36.85 |
| Future Generation Global Ltd | 124.26m | 80.15m | 613.50m | -- | 7.61 | 0.9695 | -- | 4.94 | 0.2011 | 0.2011 | 0.3116 | 1.58 | 0.1899 | -- | 7.74 | -- | 12.25 | 5.42 | 12.60 | 5.49 | 99.96 | 99.96 | 64.50 | 61.57 | -- | -- | 0.00 | 58.85 | 73.16 | 50.46 | 75.30 | 62.71 | -- | 16.15 |
| EQT Holdings Ltd | 182.17m | 34.24m | 629.34m | 496.00 | 18.44 | 1.56 | 15.28 | 3.45 | 1.27 | 1.24 | 6.78 | 15.09 | 0.3403 | -- | 4.43 | -- | 6.35 | 5.50 | 6.73 | 5.74 | -- | -- | 18.65 | 17.21 | -- | 10.23 | 0.1704 | 96.81 | 6.75 | 13.68 | 19.70 | 12.25 | 9.79 | 4.46 |
| Whitefield Industrials Ltd | 25.93m | 21.96m | 633.25m | 0.00 | 28.57 | 0.8905 | 28.84 | 24.42 | 0.1834 | 0.1834 | 0.2165 | 5.88 | 0.033 | -- | 10.32 | -- | 2.80 | 2.80 | 2.84 | 2.87 | 91.99 | 91.52 | 84.69 | 82.94 | -- | -- | 0.00 | 126.67 | 6.90 | 4.60 | 9.60 | 4.86 | -- | 0.4831 |
| Metrics Income Opportunities Trust | 62.98m | 60.23m | 640.20m | -- | 10.59 | 0.896 | -- | 10.17 | 0.1814 | 0.1814 | 0.1896 | 2.14 | 0.0875 | -- | 9.48 | -- | 8.37 | 8.71 | 8.47 | 8.81 | 88.12 | 88.59 | 95.64 | 88.12 | -- | -- | 0.00 | 87.67 | -1.90 | 16.40 | 6.62 | 19.54 | -- | 3.92 |
| Hearts and Minds Investments Ltd | 165.48m | 106.82m | 668.63m | 4.00 | 6.26 | 0.8499 | -- | 4.04 | 0.4665 | 0.4665 | 0.7227 | 3.44 | 0.2084 | -- | 679.70 | 41,370,800.00 | 13.45 | 2.14 | 13.71 | 2.19 | 100.00 | 99.97 | 64.55 | 46.59 | -- | -- | 0.00 | 187.32 | 98.49 | 103.21 | 109.74 | -- | -- | -- |
| Mirrabooka Investments Ltd | 18.13m | 12.23m | 674.18m | 0.00 | 53.08 | 1.02 | -- | 37.20 | 0.0569 | 0.0569 | 0.0865 | 2.97 | 0.0257 | -- | 40.59 | -- | 1.74 | 1.49 | 1.76 | 1.52 | -- | -- | 67.46 | 66.50 | -- | -- | 0.00 | 260.01 | -21.47 | 5.53 | -26.15 | 4.38 | -- | 2.03 |
| Ophir High Conviction Fund | 168.31m | 154.50m | 674.47m | 0.00 | 4.37 | 0.9169 | -- | 4.01 | 0.6941 | 0.6941 | 0.7561 | 3.30 | 0.2267 | -- | 84,153.00 | -- | 20.81 | 9.30 | 22.44 | 9.98 | 94.43 | 88.16 | 91.80 | 84.23 | -- | -- | 0.00 | 69.44 | 123.02 | 16.00 | 140.85 | 23.11 | -- | -- |
| Kkr Credit Income Fund | 70.29m | 60.12m | 725.70m | 0.00 | 12.07 | 0.9177 | -- | 10.32 | 0.1864 | 0.1864 | 0.2179 | 2.45 | 0.0854 | -- | -- | -- | 7.30 | 7.55 | 7.39 | 7.64 | 88.53 | 86.71 | 85.53 | 82.87 | -- | -- | 0.0355 | 79.87 | -38.15 | -- | -38.67 | -- | -- | -- |
| SPDR S&P/ASX 50 | 42.30m | 0.00 | 738.02m | 594.00 | -- | -- | -- | 17.45 | -- | -- | -- | -- | 0.0879 | -- | 40.87 | -- | 0.00 | 0.00 | 0.00 | -- | 96.93 | 96.99 | 0.00 | 0.00 | -- | 2.09 | 1.00 | -- | 782.51 | -- | -- | -- | -- | -- |
| Regal Investment Fund | 80.73m | 24.54m | 753.16m | 0.00 | 26.01 | 1.11 | -- | 9.33 | 0.1376 | 0.1376 | 0.3956 | 3.23 | 0.0724 | -- | 0.5403 | -- | 2.20 | 5.99 | 2.79 | 7.96 | 40.79 | 59.30 | 30.39 | 48.17 | -- | -- | 0.00 | 95.78 | -53.23 | -2.76 | -78.11 | -10.86 | -- | -5.17 |
| Djerriwarrh Investments Ltd | 51.56m | 38.44m | 778.07m | 0.00 | 20.27 | 0.8962 | -- | 15.09 | 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 |
Data as of Feb 06 2026. Currency figures normalised to Whitefield Ltd's reporting currency: Australian Dollar AUD
3.89%Per cent of shares held by top holders
| Holder | Shares | % Held |
|---|---|---|
| Netwealth Investments Ltd.as of 31 Mar 2025 | 4.69m | 3.89% |
Data from 02 Jan 2026 - 02 Jan 2026Source: FactSet Research Systems Inc.
