REA Group Investor and Analyst Presentation FY25

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Stock REA Group Ltd (REA.ASX)
Release Time 6 Aug 2025, 8:12 a.m.
Price Sensitive Yes
 REA Group Investor and Analyst Presentation FY25
Key Points
  • REA Group delivers an excellent FY25 performance with 15-23% growth across key metrics
  • Strong property market conditions with buyer demand and house price growth supporting the business
  • Continued audience leadership, customer value, and strategic initiatives driving growth
  • Significant progress in India with expansion into Tier 2 cities
Full Summary

REA Group Ltd has reported an excellent financial performance for the year ended 30 June 2025. The company delivered 15-23% growth across key metrics, including revenue of $1,673 million, EBITDA of $969 million, and net profit after tax of $564 million. The company's statutory reported net profit after tax was $678 million, up 124% year-on-year. The strong results were driven by favorable property market conditions, with new national listings remaining above the 7-year average and buyer demand accelerating, supported by the first interest rate cuts in 4 years. This led to steady national house price growth, with demand outpacing supply.REA Group maintained its audience leadership, with realestate.com.au delivering another record audience in FY25. The company's exclusive monthly audience reached 6.4 million, and it had 4 times more monthly visits compared to the nearest competitor. Personalised experiences and product enhancements drove increased engagement and quality leads for customers.The company continued to deliver superior value to its customers through premium advertising products, an integrated customer platform, and growth in its financial services business. Initiatives like the launch of Unlimited Elite Plus, the Ignite Agency dashboard, and enhanced realestate.com.au integration helped drive strong customer uptake and engagement.Strategically, REA Group made progress in India, expanding its presence to 20 Tier 2 cities and maintaining its leadership position in Tier 1 cities. The large and growing Indian market, with strong property price growth and the shift from offline to online, presents significant long-term value for the company.Overall, REA Group has delivered an excellent performance in FY25, capitalizing on favorable market conditions, maintaining its audience and customer leadership, and making strategic progress, particularly in India.

Guidance

REA Group expects to deliver continued strong growth in FY26, with double-digit increases in revenue, EBITDA, and net profit after tax compared to FY25 levels.

Outlook

The company remains optimistic about the long-term outlook for the Australian property market, with steady demand and price growth expected to continue. In India, REA Group is well-positioned to capitalize on the large and growing market opportunity, with plans to further expand its presence in Tier 2 cities.