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Centuria Industrial
Centuria Industrial (CIP) investor relations material
Centuria Industrial H1 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.H1 2026 earnings summary11 Feb, 2026
Executive summary
Delivered strong HY26 results with statutory profit of $68.9 million, FFO of $57.3 million, and NTA per unit rising to $3.95, driven by robust leasing, valuation gains, and proactive capital management.
Achieved 144,000 sqm leased (11% of portfolio GLA), with occupancy at 95.7% and high re-leasing spreads, supported by a focus on high-quality, urban infill industrial assets.
Upgraded FY26 FFO guidance to 18.2–18.5 cpu and distribution guidance to 16.8 cpu, reflecting strong portfolio fundamentals and prudent capital management.
Significant progress in data centre exposure, with over $450 million in operating data centres, new acquisitions, and development opportunities identified.
Strategic divestments and buybacks executed at a premium to book value, supporting capital allocation priorities.
Financial highlights
Net property income for HY26 was $101.2 million, up 5.1% like-for-like year-over-year, with total revenue at $123.5 million.
FFO increased to $57.3 million (9.1 cpu), payout ratio at 92%, and statutory net profit rose to $68.9 million.
Portfolio valuation increased by $75 million, marking the fourth consecutive period of gains.
Net tangible assets per unit rose to $3.95; gearing at 35.9%.
Distributions for the half-year totaled 8.4 cpu, up from 8.15 cpu year-over-year.
Outlook and guidance
Upgraded FY26 FFO guidance to 18.2–18.5 cpu and distribution guidance to 16.8 cpu, with medium-term NOI growth projected at 5% p.a.
Significant earnings and valuation upside expected from under-rented leases and development pipeline.
Market vacancy rates forecast to peak in 2026 and decline below 2% by 2030, supporting rental growth.
Management focused on leasing, risk mitigation, and acquiring quality assets.
Exchangeable Notes impact on current liabilities
Property value sensitivity to cap rate changes
Mandatory climate reporting preparation status
Funding strategy for large-scale data center projects?
When will under-renting materially impact FFO?
Balance buyback with rising gearing and asset sales?
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Next Centuria Industrial earnings date
Q3 202611 May, 2026
Centuria Industrial
Next Centuria Industrial earnings date
Q3 202611 May, 2026
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Frequently asked questions
Centuria Industrial REIT (CIP) is Australia's largest domestic pure-play industrial real estate investment trust (A-REIT), focusing exclusively on industrial properties. The trust's portfolio encompasses a wide range of high-quality, fit-for-purpose industrial assets, including distribution centers, manufacturing facilities, and data centers. These assets are strategically located in key metropolitan areas across Australia, including Melbourne, Sydney, Brisbane, Perth, and Adelaide, with Melbourne and Sydney being its largest markets. The company is headquartered in Sydney, New South Wales, and its shares are listed on the ASX.
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