Centuria Industrial REIT

The Centuria Capital Group reports an operating profit after tax of AUD 113.8m for fiscal 2026 (+11.5%), driven by record volumes in real estate fund management and lower financing costs. Statutory profit fell to AUD 54m, while AI infrastructure business ResetData reported an operating loss of AUD 10.9m. The share price dropped 13.53% to $1.15 after market reaction to the lower statutory profit, ResetData losses and a capital raising that increased the number of shares by about 20.6%. For 2027 Centuria forecasts an operating profit after tax of around AUD 130m, operating earnings per security of AUD 0.13 and distributions of AUD 0.1040 per security; management views 2027 as a build year with expected earnings growth in later years. » Altro su de.investing.com

Centuria Industrial REIT recorded FFO of AUD 114.1m (AUD 0.182 per unit) for fiscal year 2026, up 4%, and net rental income of AUD 204m (+6.1%). Leased floor area rose to 540,000 m² with average rent increases on reletting of 30% and occupancy of 95.2%. Management expects FY2027 FFO of AUD 0.188–0.192 per unit and a distribution of AUD 0.173, but sees near‑term pressure from higher borrowing costs and regional leasing disparities. The trust is also building a data‑centre strategy with a pipeline of more than 250 MW, yet it continues to trade at around a 25% discount to net tangible asset value. » Altro su de.investing.com

Centuria Industrial REIT reports strong half-year results, raises its 2026 FFO guidance to 18.2–18.5 cents per share and declares a distribution of 16.8 cents. Net rental income and like-for-like NOI grew, occupancy stands at 95.7%, and the portfolio saw valuation gains of $75 million. The REIT is expanding its data-centre activities (assets > $450 million), refinancing liabilities to extend maturities, continuing buybacks, and still trades at about a 20% discount to NTA. » Altro su de.investing.com