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Plenti Group Ltd ASX:PLT

Consumer Finance Fintech Operating Leverage Energy Transition

0 opened or increased4 held0 reduced or exitedlatest position by manager, past 12 months90 days: 0 increased, 0 reduced. 5 managers in total.

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20252026

30 Jun 2024 to today

Commentary Showing 2 of 18

DateManagerActionSummary

31 Jul 2026Tamim Funds ManagementHeldTamim Funds Management continues to hold Plenti Group because the manager notes the 1Q27 trading update for the quarter ended 30 June 2026 showed strong growth and solid credit quality. Tamim highlights record loan originations of $536 million, up 22% year-on-year, with the loan portfolio rising to $3.3 billion and credit metrics remaining robust. The manager also notes Plenti's appointment as an inaugural finance provider for the NSW Government's $480 million Home Energy Saver program, estimating FY27 pre-tax profit of over $40 million and seeing over 60% upside on a cash price-to-earnings multiple of 5 times.

FintechMonthly Report, price recorded $0.76

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31 May 2026Tamim Funds ManagementHeldTamim Funds Management continues to hold Plenti Group because the company reported strong FY26 results for the year ended 31 March 2026, with cash PBT surging 117% to $30.8 million, cash NPAT rising 97% to $27.3 million, revenue growing 20% to $312 million, and loan originations increasing 32% to $1,868 million, lifting the loan portfolio 22% to $3.1 billion. The fund manager notes the operating cost-to-net margin improved to 56.7% from 60.7%, and views the stock as attractively priced at 5x PE with little net corporate debt and one of the better growth profiles among non-bank lenders. Tamim expects sentiment to reverse once the interest rate outlook shifts, with the potential for the stock to more than double.

Consumer Finance FintechMonthly Report, price recorded $0.79

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Price at first mentionThe share price recorded when each of 5 managers first commented on PLT.

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Articles

31 May 2026Plenti Group PLT Fund Manager Commentary and Investment Thesis

About Plenti Group Ltd

Financials, Consumer Finance

Plenti Group (ASX:PLT), a fintech lender, has delivered record growth and rising profitability. In July 2026, Tamim Funds Management highlighted a strong first-quarter FY27 update, with record loan originations of $536 million, up 22%, and solid credit quality. Tamim had earlier reported FY26 cash profit before tax up 117% to $30.8 million. Forager Funds described Plenti as a non-bank lending platform showing strong revenue growth and even better profitability improvements as operating leverage comes through. Plenti operates in the Financials sector within the Consumer Finance industry, and Thesis Tracker has captured 18 comments from 5 fund managers, including Tamim and Forager Funds. Founded in 2014 and headquartered in Sydney, Plenti provides automotive, renewable energy and personal loans to creditworthy borrowers through its technology-led lending platform, funded through warehouse facilities and securitisation, and has partnerships including a lending arrangement with NAB for car loans.

Market cap: $124m
Price to earnings: 11.2x
Return on equity: 21.8%
Dividend yield: 0.0%
Price to book: 1.74x
Net margin: 11.5%
52-week range: $0.66 to $1.52

Company figures as of 15 Oct 2026. For information only.

Questions

Who is investing in Plenti Group Ltd (ASX:PLT)?

Fund managers including Forager Funds, Centennial Asset Management, Wilson Asset Management, Tamim Funds Management and Tyndall Asset Management have invested in Plenti Group Ltd (ASX:PLT).

What opportunities or catalysts do fund managers highlight for Plenti Group Ltd?

Tamim and Forager highlight record loan originations, strong credit quality, more than doubling of cash profit and operating leverage as Plenti scales its lending platform.

What are the key risks to the Plenti Group Ltd investment thesis, according to fund managers?

Forager cautions investors to be careful after a strong year for smaller companies, and as a lender Plenti remains exposed to credit losses and funding costs if conditions deteriorate.

What does Plenti Group Ltd (ASX:PLT) do?

Plenti Group Ltd., founded in 2014 and headquartered in Sydney, Australia, is a fintech company operating a consumer lending and investing platform. The company specializes in creditworthy lending across three primary segments: secured automotive loans, renewable energy loans, and personal loans. Its diversified product suite includes car loans, green loans, personal loans, and legal loans. Plenti focuses on connecting investors with borrowers through its digital platform, providing structured financing solutions in the Australian consumer credit market.

General information only. Thesis Tracker reports what named fund managers have published about ASX companies. It does not take into account your objectives, financial situation or needs, and is not financial product advice or a recommendation to buy, sell or hold any security.

11,356 comments from 164 managers on 761 companies, snapshot 15 Oct 2026.

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