Centuria Capital Group (CNI) Q2 2026 Earnings Call

Investor webinar replay

Replay transcript excerpt

Thank you for standing by and welcome to the Centuria Capital Group HY26 results. All participants are in listen-only mode. There will be a presentation followed by a question and answer session. If you wish to ask a question, you will need to press the star key followed by the number one on your telephone keypad. I would now like to hand the conference over to Mr. John McBain, Centuria Capital Group's Joint CEO. Please go ahead. Good morning, everyone. Thank you for joining us. I'm John McBain, Joint Chief Executive. With me today is my fellow Joint CEO, Jason Hulich, and our Chief Financial Officer, Simon Holt. Also, Tim Mitchell and Peter Ho from our Investor Relations and Corporate Strategy team. Today we'll cover group performance for the half, divisional execution, our financial position, and our strategy and outlook. The group delivered repeatable earnings growth for the half. underpinned by both contracted and recurring revenue streams and conservative balance sheet settings. Execution during the half has improved forward earnings visibility, supporting our decision to upgrade FY26 operating earnings guidance to 13.6 cents for security. I'll begin with an overview of the group's performance and our through cycle approach to growth. Jason will cover divisional performance across property funds management investment, real estate finance and data centres. Simon will cover the financial results before I comment on strategy and outlook. The outcomes for the half are summarised on slide 4. Group assets under management increased by 6% to $21.8 billion, supported by strong contributions across property funds management and real estate finance. Across the property platform, we executed approximately $500 million of real estate acquisitions during the half and are on ...