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.