REA Group Investor and Analyst Presentation H1 FY26

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Stock REA Group Ltd (REA.ASX)
Release Time 6 Feb 2026, 8:20 a.m.
Price Sensitive Yes
 REA Group Investor and Analyst Presentation H1 FY26
Key Points
  • Record audience and engagement on realestate.com.au
  • Continued growth in Premiere+ and Elite Plus depth penetration
  • AI-led experiences and organization driving innovation and customer value
Full Summary

REA Group reported a strong financial performance for the half-year ended 31 December 2025, with 5% revenue growth to $916 million, 6% EBITDA growth to $569 million, and 9% net profit after tax growth to $341 million. The company saw improving property market conditions, with listings in Melbourne and Sydney driving national improvements, and record buyer demand levels with 20% year-on-year growth in enquiries. Key business highlights included continued audience leadership on realestate.com.au, with a record unique audience and high engagement, as well as strong growth in Premiere+ and Elite Plus depth penetration. The company also made progress on its strategic priorities, including building next-generation marketplaces, enhancing its data and insights capabilities, growing its financial services business, and refocusing its REA India operations on the core Housing.com brand.The company announced an on-market share buy-back of up to $200 million and an interim dividend of $1.24 per share, up 13% on the prior corresponding period.Looking ahead, REA Group is focused on delivering AI-led experiences and organization to drive innovation and customer value, with initiatives such as conversational search, video hub, and AI-powered customer tools and services. The company is also leveraging strategic partnerships and investments to accelerate its technology and data capabilities.

Outlook

REA Group is focused on delivering AI-led experiences and organization to drive innovation and customer value, with initiatives such as conversational search, video hub, and AI-powered customer tools and services. The company is also leveraging strategic partnerships and investments to accelerate its technology and data capabilities.