The Centuria Capital Group (ASX: CNI) share price is in focus today after the company posted a HY26 operating profit after tax (OPAT) of $54.6 million and upgrades guidance for FY26, impressing investors with record funds under management.
What did Centuria Capital Group report?
- HY26 operating profit after tax (OPAT): $54.6 million
- Operating earnings per security (OEPS): 6.6 cents, up 6.5% from HY25
- Interim distribution per security (DPS): 5.2 cents
- Record assets under management (AUM): $21.8 billion (up from $20.6 billion at FY25)
- Operating EBITDA: $89.3 million, supported by 49% growth in core Property Funds Management
- FY26 OEPS guidance upgraded to 13.6 cents per security (11.5% above FY25), DPS guidance set at 10.4 cents
What else do investors need to know?
Centuria completed $0.5 billion in real estate acquisitions and has an additional $0.8 billion in due diligence or secured since 31 December 2025. The company also increased its interest in Centuria Bass Credit to 100%, which strengthens its presence in real estate finance.
Notably, Centuria secured management rights for Arrow Funds Management, growing agricultural assets under management to $1.3 billion. The company’s property funds saw a mix of listed and unlisted AUM, with no single unlisted asset exceeding 3% of total AUM, reflecting disciplined diversification.
Centuria’s cash and undrawn debt stood at $288 million as of 31 December 2025. Its balance sheet gearing remained conservative at 12.4% and the group’s fund gearing averaged 45%, well below the weighted average covenant of 57%.
What did Centuria Capital Group management say?
Joint CEO John McBain said:
Today’s earnings upgrade reflects the strength of the underlying Group’s profit drivers and improved earnings visibility into 2H26. Centuria’s platform is positioned to benefit from improving real estate market conditions, supported by rising transactional activity and a growing network of more than 15,500 private investors.
What’s next for Centuria Capital Group?
Centuria has raised its FY26 guidance in light of improving market conditions and the successful acquisition of Arrow Funds Management. The business continues to pursue both organic and inorganic growth, building momentum through ongoing acquisitions and capital raisings.
Looking ahead, Centuria plans to advance its long-term strategy, including expanding its digital infrastructure and agricultural investment platforms, while maintaining a disciplined approach to balance sheet management. The group says it remains nimble amid changing markets and expects to benefit from its broad investor network and diversified portfolio.
Centuria Capital Group share price snapshot
Over the past 12 months, Centuria Capital Group shares have risen 13%, outperforming the S&P/ASX 200 Index (ASX: XJO) which has risen 10% over the same period.
The post Centuria Capital Group lifts profit and upgrades FY26 outlook appeared first on The Motley Fool Australia.
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Motley Fool contributor Laura Stewart has no position in any of the stocks mentioned. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has no position in any of the stocks mentioned. The Motley Fool Australia has no position in any of the stocks mentioned. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips. This article was prepared with the assistance of Large Language Model (LLM) tools for the initial summary of the company announcement. Any content assisted by AI is subject to our robust human-in-the-loop quality control framework, involving thorough review, substantial editing, and fact-checking by our experienced writers and editors holding appropriate credentials. The Motley Fool Australia stands behind the work of our editorial team and takes ultimate responsibility for the content published by The Motley Fool Australia.