AYALA LAND INC. PP 1

Ayala Land shares dropped 6.6% to ₱14.84 after the company reported a net profit of ₱11.5 billion for H1 2026 (-19%) and saw consolidated revenue decline 10% to ₱75 billion. Revenue from property development fell sharply from ₱52.3 billion to ₱41 billion. In addition, MSCI announced the company’s exclusion from the Philippine Index, effective August 31. High domestic inflation (6.4%) and a key interest rate of 4.75% particularly burden heavily indebted property developers like Ayala Land. » Mais em de.investing.com

Ayala Land has halted construction and marketing of the 67-story Laurean Residences in Makati, citing rising construction costs and uncertain delivery timelines driven by the Iran war. The developer has contacted buyers to discuss refunds or reallocating payments to other projects; the development had pre-sales exceeding 10 billion pesos. Ayala Land will prioritize projects with clearer execution visibility and recurring-income assets such as malls, hotels and offices while taking a more deliberate capital allocation approach. » Mais em forbes.com

AC Health, a wholly owned unit of Ayala Corp., is selling a 16% stake to Singapore-based ABC Impact, backed by Temasek, which will provide primary capital to support the healthcare group's expansion across the Philippines. The investment marks ABC Impact’s first Philippine venture and follows AC Health’s recent partnership with Indonesia’s Dexa Group; Ayala aims to grow AC Health toward a $2 billion equity valuation by 2035. AC Health reported a 610 million peso net loss in 2024 amid impairment and new cancer center costs but continues aggressive network expansion targets through 2027. » Mais em forbes.com