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Arena REIT (ARF) investor relations material
Arena REIT H1 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Executive summary
Statutory net profit reached AUD 110 million, up 202% year-over-year, driven by revaluation gains, rental income growth, acquisitions, and developments.
Net operating profit rose 9% to AUD 39 million, supported by strong performance in early learning and healthcare assets.
Operating EPS increased 5.4% to AUD 0.097; NAV per security rose 5.2% to AUD 3.64.
Distribution per security guidance for FY26 reaffirmed at 19.25 cents, a 5.5% increase.
Develop-to-own pipeline replenished, securing investment program for the next two years.
Financial highlights
Property income grew 12% to AUD 49.7 million; total assets increased 7% to AUD 1.98 billion since June 2025.
Investment properties valued at AUD 1.89 billion, up 6% from June 2025.
Portfolio value uplift of 3.3% driven by tightening yields and increased rents.
Distribution per security for HY26 was 9.625 cents, up 5.5% year-over-year.
Borrowings increased to AUD 475 million, with gearing at 23.2%.
Outlook and guidance
FY26 distribution guidance is 19.25 cents per security, assuming no material changes in market or operating conditions.
Positive outlook supported by long-term social and economic trends, government policy, and population growth.
Focus remains on disciplined growth, portfolio management, and embedded income growth through inflation-linked leases.
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