The Centuria Capital Group (ASX: CNI) share price is in focus today as the company delivered an operating net profit after tax (ONPAT) of $113.8 million and set a new all-time Group assets under management (AUM) record of $22.2 billion for FY26.

What did Centuria Capital Group report?

• FY26 ONPAT: $113.8 million, up from $100.8 million in FY25
• Operating earnings per security (OEPS): 13.6 cents, up 11.5% year on year
• Distribution per security (DPS): 10.4 cents
• Operating EBITDA: $182.5 million
• Group AUM: $22.2 billion, following $1.2 billion in property acquisitions
• Cash and undrawn debt: $445 million; balance sheet gearing at 5.1%

What else do investors need to know?

Centuria strengthened its platform during FY26 by acquiring the Arrow Primary Infrastructure Fund and completing Australia’s largest single-asset industrial fund, as well as its first Sydney CBD office asset in a decade. The Group’s diversification aims to align investments with evolving investor preferences.

ResetData, Centuria’s AI infrastructure joint venture, accelerated its deployment of GPU capacity, signing a deal with CDC Data Centres and securing $165 million in project financing. Management highlighted a 250MW+ pipeline for future data centre expansion, laying groundwork for expected revenue growth from AI and digital services.

A sizeable $300 million equity raise in the second half boosted liquidity, supporting both growth in real estate and scaling the ResetData JV. Centuria’s sustainability focus continued, aiming for 100% renewable electricity and strong employee engagement.

What did Centuria Capital Group management say?

John McBain, Centuria Joint CEO, said:

Centuria’s strong FY26 results are underpinned by the Group’s increased real estate activity over the period. Despite the prevailing economic and geopolitical conditions, these results were delivered through both organic acquisition growth and inorganic growth with the acquisition of the Arrow Primary Infrastructure Fund (“Arrow”), strengthening the diversification and capability of our platform.

What’s next for Centuria Capital Group?

Looking ahead, Centuria has provided FY27 guidance for ONPAT of $130 million, a 14% increase over FY26, and maintains a DPS forecast of 10.4 cents per security. The company expects EBIT to grow around 20%, powered by further real estate acquisitions and expansion of its AI infrastructure operations.

Management believes that the enlarged capital base and continued rollout of ResetData’s powered AI services will drive new customer revenue, with the growth impact expected to be most visible in the latter half of FY27 and into FY28.

Centuria Capital Group share price snapshot

The Centuria Capital share price has been among the worst performers on the S&P/ASX 200 index (ASX: XJO) over the past 12 months with a decline of 45%.

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The post Centuria Capital Group posts profit growth and record AUM in FY26 appeared first on The Motley Fool Australia.

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Motley Fool contributor James Mickleboro 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.

The Tasmea Ltd (ASX: TEA) share price is in focus after the company reported FY26 results that comfortably beat guidance, with underlying EBIT of $118.1 million and underlying NPAT up 42% to $73.7 million.

What did Tasmea report?

• Revenue surged 136% year over year to $1,293.3 million
• Underlying EBIT jumped 54% to $118.1 million, exceeding the $117 million forecast
• Underlying NPAT rose 42% to $73.7 million
• Final fully franked dividend of 8.5 cents per share; full year dividends up 32% (excluding specials)
• Operating cash flow climbed 126% to $147.1 million, representing 125% conversion of EBIT
• Strong organic EBIT growth of 18% across all segments

What else do investors need to know?

Tasmea’s programmatic acquisition strategy continues to drive its expansion, with further specialist acquisitions in the pipeline. The company completed the WorkPac, Maxim Group, and JPS Group transactions, increasing exposure to key growth thematics such as data centres and energy infrastructure.

Segment results were robust, with electrical EBIT up 33% to $50.2 million, civil rising 81% to $32 million, and workforce solutions contributing after the December 2025 WorkPac acquisition. Tasmea remains highly cash generative, with a disciplined capital allocation—46.6% effective dividend payout, and net debt to pro-forma EBITDA sitting at just 0.4x at year-end.

The group’s recurring maintenance services and customer diversification underpin a resilient, low-risk business model. Demand from industries like mining, resources, and infrastructure continued to support growth, and a strong contract win rate further de-risked FY27 earnings.

What did Tasmea management say?

Managing Director & Founder Stephen Young said:

Demand for our specialist services is as high as we have ever experienced.

What’s next for Tasmea?

Looking ahead, Tasmea has upgraded its FY27 underlying EBITA guidance to a range of $205 million to $210 million, with NPATA forecast between $130 million and $133 million. The revenue pipeline is at a record level of visibility, with approximately 90% already secured, recurring, or under tender.

Management will continue its “twin pillar” strategy—organic growth and targeted acquisitions—to build scale across diversified segments. The company is focused on further contract wins in high-growth sectors including data centres, mining, and infrastructure, and aims to maintain strong returns on capital.

Tasmea Limited share price snapshot

Over the past 12 months, Tasmea shares have risen 124%, outperforming the All Ordinaries Index (ASX: XAO) by a significant margin.

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The post Tasmea posts strong FY26 earnings, upgrades FY27 guidance 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.

The Cromwell Property Group (ASX: CMW) share price is in focus today after the company posted a 5% lift in Funds from Operations (FFO) to $110.3 million and an 11.4% increase in assets under management to $4.7 billion for FY26.

What did Cromwell Property Group report?

• Funds from Operations (FFO) of $110.3 million, up 5% on FY25
• Statutory profit of $135.8 million, equivalent to 5.2 cents per security
• Assets under management increased by 11.4% to $4.7 billion
• Portfolio occupancy high at 95.6% and weighted average lease expiry of 4.6 years
• Low gearing of 31.6% and liquidity of $370.8 million at year-end
• FY27 distribution guidance of 3.1 cents per security

What else do investors need to know?

Cromwell expanded its investment management platform by launching the Cromwell Industrial Partnership and a new Brisbane office venture, together bringing in $748 million of new institutional mandates. Steady leasing activity kept the investment portfolio strong, with 28,607 sqm of leases secured during the year and an uplift in asset valuations, including a notable $98 million increase for 400 George Street, Brisbane.

The business made further headway in sustainability, achieving top-five star ratings in key responsible investment benchmarks and reducing carbon emissions significantly over four years. Cromwell also completed three sizeable asset sales from its Direct Property Fund above book value, supporting investor returns.

What did Cromwell Property Group management say?

Jonathan Callaghan, Managing Director and Chief Executive Officer, said:

We delivered on our strategic priorities in FY26, growing our investment management platform, expanding institutional capital partnerships and maintaining resilient investment portfolio performance. Together, these achievements strengthen Cromwell’s earnings base and support long-term value for securityholders.

What’s next for Cromwell Property Group?

Looking ahead to FY27, Cromwell plans to continue scaling up its investment management operations and deepen relationships with institutional and wholesale investors. The group is also pushing ahead with the Barton1 office project in Canberra, which is fully pre-leased and on track for completion by late FY27.

Cromwell aims for disciplined capital deployment to support ongoing earnings growth, with a focus on attracting new tenants, managing lease expiries, and maximising rental returns. The company expects to pay higher distributions in the coming year.

Cromwell Property Group share price snapshot

The Cromwell Property Group share price has underperformed the S&P/ASX 200 index (ASX: XJO) on a 12-month basis with a decline of around 5%.

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The post Cromwell Property Group lifts FFO and expands assets under management in FY26 appeared first on The Motley Fool Australia.

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Motley Fool contributor James Mickleboro 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.