MQG

Industry report (Banks) - November 2025

Australian Banking Industry Report

MQG: Diversified Financial Giant - Peak Margins, Perfect Storm Brewing

Fair value $106.70 vs current $229.00 (-51%). EBITDA margins face 410bps compression. CGM at cyclical peak, MAM fees unsustainable. 65% failure probability across margin/commodity/fee risks. 0.28:1 risk-reward unsuitable.

Macquarie Group Limited (MQG) - Investment Analysis

MQG Analysis: 1H26 Financial Results

Event: 1H26 Financial Results | Date: 2025-11-07 | Source: Macquarie Group Investor Relations Macquarie Posts Stronger 1H26 Profit Growth with Dividend Increase Macquarie Group Limited released its 1H26 financial results on 7 November 2025, reporting a net profit after tax of A$2,187 million, up 10% from 1H25, driven by growth