CNI FY25 Results Presentation

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Stock Centuria Capital Group (CNI.ASX)
Release Time 19 Aug 2025, 9:59 a.m.
Price Sensitive Yes
 CNI FY25 Results Presentation
Key Points
  • Centuria's platform positioned for growth with $20.6bn in assets under management
  • FY25 earnings outperformance with 12.2cps OEPS, +4% over FY24
  • FY26 strong earnings growth guidance of 13.4cps OEPS, +10% over FY25
  • Targeting more than $1 billion of real estate acquisitions in FY26
Full Summary

Centuria Capital Group reported its FY25 results, showcasing a diversified and growing platform with $20.6bn in assets under management. The group's earnings outperformed guidance, with 12.2cps in operating earnings per security (OEPS), a 4% increase over FY24. Looking ahead to FY26, Centuria provided strong earnings growth guidance of 13.4cps OEPS, a 10% increase over FY25. This trajectory is underpinned by favorable market conditions, including stabilizing real estate values, declining deposit rates, and more attractive returns from Centuria's real estate funds. The group also highlighted its plans to target more than $1 billion in real estate acquisitions in FY26. Centuria's diversified platform includes listed and unlisted real estate funds, real estate finance, and the newly launched sovereign AI technology business, ResetData. The group's unlisted real estate portfolio of $13.7bn provides a strong foundation, with 52% of the AUM having no expiry or expiry review dates at or beyond five years. Centuria's industrial and office REITs, CIP and COF, also delivered solid operational and financial performance in FY25. The group's balance sheet remains strong, with ample liquidity to support new opportunities. Overall, Centuria's FY25 results and FY26 outlook demonstrate the resilience and growth potential of its diversified platform.

Guidance

Centuria is targeting more than $1 billion of real estate acquisitions in FY26. The group also provided FY26 earnings guidance of 13.4cps OEPS, a 10% increase over FY25.

Outlook

Centuria's outlook is positive, with the group anticipating favorable market conditions in FY26 including stabilizing real estate values, declining deposit rates, and more attractive returns from its real estate funds. The group also highlighted plans to target more than $1 billion in real estate acquisitions in FY26 to drive further growth.