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3 Australian Growth Stocks With Earnings Growth Over 36%

Simply Wall St·09/26/2026 15:20:36
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US 10 year Treasury yields above 5% are resetting borrowing costs across global markets, which keeps pressure on highly leveraged businesses. Australian fast growing companies where insiders already own a big stake look different. Management is financially aligned and often funds expansion more carefully. This article highlights three stocks from this high growth, high insider ownership group that could help you focus on quality rather than cheap debt.

The three stocks below are just a small sample, with the full screen surfacing 111 more fast growing, high insider ownership companies that carry similarly compelling stories not covered here. To identify and analyze those higher conviction candidates, go straight to the Fast Growing Stocks With High Insider Ownership screener.

PDI Gold (ASX:PDI)

Overview: PDI Gold is a West Africa focused gold producer and developer built around the Kiniéro project in Guinea and related assets.

Market Cap: A$4.6 billion

PDI Gold fits the Fast Growing Stocks With High Insider Ownership theme because Kiniéro offers a clear production growth runway that management is actively building around.

"Kiniero is already running as a low cost operation with an AISC of US$1,043 per ounce and throughput that on strong days reaches between 7 million and 8 million tonnes per year. If sustained, this has the potential to support higher production volumes and improve group margins and earnings."

Future returns for shareholders depend on how one unresolved pressure shapes the balance between ambitious expansion plans and funding discipline.

That funding tension is exactly what the full narrative for PDI Gold unpacks, separating capital discipline from overreach as PDI Gold pushes Kiniéro harder.

ASX:PDI Earnings & Revenue History as at Sep 2026
ASX:PDI Earnings & Revenue History as at Sep 2026

Mesoblast (ASX:MSB)

Overview: Mesoblast develops regenerative-medicine therapies based on mesenchymal lineage cells, with late-stage programs targeting severe inflammatory and cardiovascular diseases.

Operations: Mesoblast currently generates about $120 million from developing and commercializing its allogeneic cellular medicines platform, reflecting its clinical-stage focus.

Market Cap: A$2.8 billion

Mesoblast fits the Fast Growing Stocks With High Insider Ownership theme through a late-stage cell therapy platform where management is backing an ambitious push into large, hard-to-treat disease areas.

"The first and only FDA approved mesenchymal stromal cell product in the U.S., Ryoncil, together with over 1,100 patents and established commercial scale manufacturing, positions Mesoblast to benefit if cell therapies gain wider medical adoption."

What could materially affect the business from here is how any future shift in real-world treatment habits changes the demand curve for these therapies.

That shift in real-world use is exactly what the full narrative for Mesoblast unpacks, showing where Mesoblast could accelerate or stall as treatment habits and approval pathways evolve.

ASX:MSB Earnings & Revenue History as at Sep 2026
ASX:MSB Earnings & Revenue History as at Sep 2026

Telix Pharmaceuticals (ASX:TLX)

Overview: Telix Pharmaceuticals develops and commercialises radiopharmaceutical diagnostics and therapies that use targeted radiation to find and treat various cancers.

Operations: Telix generates about $705 million from Precision Medicine and $277 million from Manufacturing Solutions, with most revenue coming from the United States.

Market Cap: A$5.4 billion

Telix Pharmaceuticals fits directly into the Fast Growing Stocks With High Insider Ownership theme through its precision radiopharmaceuticals pipeline, where commercially active diagnostics sit alongside late-stage therapeutics that management is clearly backing for the next leg of growth.

"Their primary revenue generating imaging agents: 'Illuccix' and 'Gozellix', are utilised in 23+ countries worldwide, including key markets such as the U.S, Europe, China and Japan, with revenue figures of $803.8m (USD) in the 2025 Financial Year (within their already upgraded guidance range) provided for FY25, a cash balance of $141.9m (USD), and the potential growth of Gozellix as its launch into the U.S expands."

Future earnings power increasingly hinges on how one unresolved pressure shapes the balance between rapid pipeline expansion and funding discipline.

That balance is exactly what the full narrative for Telix Pharmaceuticals unpacks, showing where Telix Pharmaceuticals could be accelerating, where risks might be masking upside, and how the funding equation really stacks up.

ASX:TLX Earnings & Revenue History as at Sep 2026
ASX:TLX Earnings & Revenue History as at Sep 2026

Seeking Alternatives Before The Crowd Moves

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.