Ingenia Communities Group · ASX:INA
Ingenia Communities — Shareholder Meeting (November 2025)
25 slides from Ingenia Communities's shareholder meeting presentation, Nov 13, 2025
Slide 1: 2025 Annual General Meeting of Ingenia Communities Group
ASX / MEDIA RELEASE 13 November 2025 2025 Annual General Meeting of Ingenia Communities Group Enclosed are the speeches and presentation in relation to today’s Annual General Meeting (AGM) of Ingenia Communities Group by: • Mr Shane Gannon, Chairman of today’s meeting; and • Mr John Carfi, CEO and M
Slide 2: Chair Address
ASX/MEDIA RELEASE 13 November 2025 ANNOUNCEMENT Ingenia Communities Group 2025 Annual General Meeting Chair Address Good morning everyone. On behalf of the Board and management I would like to welcome you to Ingenia Communities Group’s Annual General meeting. For personal use only Before inviting ou
Slide 3: Chair Address: Outlook
We are advancing our Scope 1 and 2 target to achieve net zero in 2035. Our Reflect Reconciliation Action Plan (RAP) has seen meaningful progress, and our first Green Star Homes were completed at Springside in Victoria. Our governance processes have been further strengthened, and we continue to inves
Slide 4: CEO Address
ASX/MEDIA RELEASE 13 November 2025 ANNOUNCEMENT Ingenia Communities Group 2025 Annual General Meeting CEO Address Good morning, everyone. I would like to join Shane in welcoming you to the Ingenia Communities Group Annual General Meeting. It is a pleasure to be presenting at my second AGM as CEO of
Slide 5: CEO Address: Segment performance
We have made significant change in this business which will be a key driver of future growth and improved returns. We are cycling out of brownfield projects, with three Queensland projects complete over FY25 and we are seeing the benefit of changes in production and procurement which will be further
Slide 6: Development update
Development update While we are forecasting a pronounced second half skew, year to date our development business has settled 166 homes with a further 418 deposits and contracts on hand to support future settlements. Year to date the average home sale price for Ingenia projects is at $639,400, with t
Slide 7: Outlook
Outlook Finally, I would like to talk about the future. The achievements of FY25 position us to deliver our strategic and scale targets in line with our 3- and 5- year goals. We have a solid foundation underpinning our drive towards our target structure and returns, with exposure to sectors experien
Slide 8: Ingenia Communities 2025 AGM
For personal use only INGENIA COMMUNITIES 2025 AGM 13 NOVEMBER 2025 Ingenia Lifestyle Latitude One, NSW 1
Slide 9: Acknowledgement of Country
ACKNOWLEDGEMENT OF COUNTRY As an owner, operator and developer of real estate across Australia, Ingenia Communities acknowledges the traditional custodians of the For personal use only lands on which we operate We recognise their ongoing connection to land, waters and community, and pay our respects
Slide 10: Chair's Address
For personal use only CHAIR’S ADDRESS Ingenia Holidays Lake Conjola, NSW 3
Slide 11: FY25 Overview
FY25 OVERVIEW Strategy well progressed, all year 1 milestones achieved For personal use only FINANCIAL PERFORMANCE UNDERLYING EARNINGS EBIT PER SECURITY Up 22% 30.9 cents $164.1 million +33% on FY24 DISTRIBUTION PER SECURITY EBIT increased across Lifestyle Development, 9.6 cents Lifestyle Rental and
Slide 12: Sustainability and Social Impact
SUSTAINABILITY AND SOCIAL IMPACT Aligned to Purpose and Values For personal use only OUR PEOPLE OUR RESIDENTS & GUESTS +4% Positive Engagement Engagement and satisfaction NET ZERO TARGET GREEN STAR HOMES Scope 1 & 2 40 Target reaffirmed Homes complete1 RECONCILIATION GOVERNANCE Reflect RAP Technolog
Slide 13: A Solid Foundation
A SOLID FOUNDATION Clear pathway via 5-Year Plan Plantations, NSW Chambers Pines, QLD One Mile Beach, NSW For personal use only LAND LEASE RENTAL HOLIDAYS 37 Communities1 19 Gardens and 9 Rental 35 Holiday Parks > 5,000 home pipeline communities • Targeting growing ageing population • Seniors (Garde
Slide 14: CEO's Address
For personal use only CEO’S ADDRESS Ingenia Holidays Inverloch, VIC 7
Slide 15: Clear Strategy in Place; Year 1 Goals Achieved
CLEAR STRATEGY IN PLACE; YEAR 1 GOALS ACHIEVED Our track to deliver 3-and 5-Year Plan goals For personal use only SIMPLIFY BUILD CAPACITY IN DRIVE OPERATIONAL BUSINESS DEVELOPMENT GROWTH ENGINE EFFICIENCY • Streamline executive and business • Deliver pipeline of current projects, • Reduce cost base
Slide 16: FY25 Result
FY25 RESULT Upgraded FY25 Guidance delivered Financial discipline embedded, aligned to targeted returns For personal use only UNDERLYING EPS1 UP 33% EBIT1 UP 22% 30.9 cents $164.1m Above guidance range Guidance $162-$165 million REVENUE2 UP 8% UNDERLYING PROFIT1 UP 33% $512.0m $126.1m OPERATING CASH
Slide 17: Segment Results
SEGMENT RESULTS FY25 EBIT For personal use only $73.9m $46.2m $10.7m $57.8m Up 25% Up 2% Down 8% Up 2% Lifestyle Development Lifestyle Rental Gardens Holidays • Total Group settlements • Growth in rent base as • High occupancy • Increased rate and occupancy (520), up 13% on FY24 Lifestyle developmen
Slide 18: Year to Date Performance: Residential communities
YEAR TO DATE PERFORMANCE Residential communities For personal use only Ongoing demand supporting high occupancy • Gardens 96% occupancy (31 October) • All-age Rental occupancy over 99% (31 October) • Ingenia Lifestyle growing revenue base as settlements complete Elevation of customer focus driving s
Slide 19: Year to Date Performance: Holidays
YEAR TO DATE PERFORMANCE Holidays For personal use only Forward bookings Customer focus – up 12% on prior year new accommodation (at 31 October) and website Image: Ingenia Lifestyle Kinka Beach, Capricorn Coast, QLD Website purchases up 26% and conversion rate up 34% vs PCP (FY26 year to date) 12
Slide 20: Development Update
Image: Ingenia Lifestyle Latitude One, NSW For personal use only DEVELOPMENT UPDATE 166 homes settled year to date • 128 homes Ingenia (average price $639,400) • 38 homes Joint Venture (average price $885,000) • 418 deposits and contracts on hand Diverse price points and locations 13
Slide 21: Development Update
For personal use only DEVELOPMENT UPDATE New Clubhouse at Ingenia Lifestyle Natura 14
Slide 22: Creating Sustainable Communities
CREATING SUSTAINABLE COMMUNITIES First Green Star Homes complete at For personal use only Ingenia Lifestyle Springside, Beveridge, VIC 15
Slide 23: Outlook
OUTLOOK Image: Ingenia Holidays Cairns Coconut, QLD. On track to deliver guidance For personal use only INVESTMENT PROPERTY1 Owned/Managed $2.7b COMMUNITIES & SITES1 Established, under development 100 and planned FY26 Guidance2: Targeting EBIT of $180.5 to $188.7 million (growth of 10% to 15% on FY2
Slide 24: Thank You
For personal use only THANK YOU Ingenia Holidays Cape Paterson, VIC 17
Slide 25: Disclaimer
DISCLAIMER This presentation was prepared by Ingenia Communities Holdings Limited (ACN 154 444 925) The forward-looking statements included in this presentation involve subjective judgment and and Ingenia Communities RE Limited (ACN 154 464 990) as responsible entity for Ingenia analysis and are sub
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