Australia · Delayed Price · Currency is AUD Centuria Capital Group Earnings Call Transcripts
Fiscal Year 2026
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Earnings grew with upgraded guidance and AUM up 6% to AUD 21B, driven by property and credit. Gearing remains within target, and ResetData is expected to improve, with strong investor engagement and diversified capital sources.
Fiscal Year 2025
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The AGM highlighted strong financial growth, strategic diversification into real estate credit, agriculture, and technology, and robust governance practices. Key resolutions, including director re-elections and executive incentives, received strong shareholder support.
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Delivered 6.4% growth in operating NPAT to $100.8 million and operating EPS of $0.122, with AUM at $20.6 billion. FY 2026 guidance targets a 10% EPS increase, over $1 billion in acquisitions, and profitability from the new AI technology segment.
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Interim FY25 results show increased operating earnings, robust capital inflows, and strong segment performance across office, industrial, retail, credit, and alternatives. ResetData and AI infrastructure are emerging as scalable growth drivers, with positive market sentiment and improved outlook.
Fiscal Year 2024
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The AGM highlighted steady financial performance with AUD 102.2 million net profit, stable AUM at AUD 21.1 billion, and strong diversification into alternative real estate sectors. Board renewal, enhanced diversity, and sustainability initiatives were emphasized, with all major resolutions passing by large margins.
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AUM held steady at AUD 21.1 billion, with FY 2024 earnings and distributions meeting guidance. Strong growth in alternative assets, private credit, and industrial sectors offset subdued property transactions and office market sentiment. FY 2025 guidance points to higher earnings and distributions.
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A 50% stake in ResetData was acquired to launch sustainable, liquid immersion-cooled data centers, leveraging underutilized real estate and proprietary technology. The initiative is expected to be earnings neutral in FY 2025 and accretive from FY 2026, with expansion plans across multiple properties and a focus on energy efficiency and new revenue streams.