REA Group Investor and Analyst Presentation FY26

Open PDF
Stock REA Group Ltd (REA.ASX)
Release Time 6 Aug 2026, 8:06 a.m.
Price Sensitive Yes
 REA Group Investor and Analyst Presentation FY26
Key Points
  • REA Group achieved a 12% growth in revenue for FY26
  • Strong performance in Australia with a 14% growth in revenue excluding India
  • Record audience engagement on realestate.com.au with a 22.7-minute average time spent per visitor
  • AI Assistant sessions convert to high-value actions in 21% of cases
  • International expansion with significant growth in North America
Full Summary

REA Group Ltd (ASX:REA) has released its FY26 results, showing a 12% growth in revenue to $1,793 million. Excluding India, the growth was 14% to $1,121 million. The company achieved a 61% EBITDA margin and $2.97 earnings per share. Australia's performance was strong with a 14% growth in revenue. realestate.com.au saw a record audience engagement with an average of 36.4 minutes per visitor. The AI Assistant had a 21% conversion rate to high-value actions. Internationally, North America saw significant growth with Realtor.com achieving a 33% share of total U.S. real estate portal visits.

Guidance

FY26 revenue: $1,793 million (12% growth, 14% growth excluding India)

Outlook

REA Group expects continued growth driven by AI-led tools, international expansion, and enhanced consumer experiences.