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HomeCo Daily Needs
HomeCo Daily Needs (HDN) investor relations material
HomeCo Daily Needs H1 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.H1 2026 earnings summary10 Feb, 2026
Executive summary
Delivered consistent top-line revenue and earnings growth, with FFO per unit up 2.5% and distributions per unit up 1.2% year-over-year, supported by strong asset revaluations and operational excellence.
Achieved fourth consecutive period of positive net valuation gains, with comparable NOI growth of 4% and occupancy above 99%.
Portfolio is highly defensive, diversified, and strategically located in high-growth metropolitan areas, with no single tenant exceeding 10% of revenue.
Profit for the half-year was $243.5 million, up from $116.8 million year-over-year, driven by higher property income and significant net fair value gains.
Portfolio value rose to $5.1bn, with net assets increasing to $3,229.0 million.
Financial highlights
FFO for the half was $92.4 million, or 4.4 cents per unit, up 2.5% year-over-year; DPU was 4.3 cents, up 1.2%.
NOI grew 4.6% year-over-year, with comparable NOI growth of 4.0%.
NTA per unit increased to $1.55, up from $1.47 at 30 June 2025, reflecting strong asset revaluations.
Weighted average cap rate at 5.5%; weighted average cost of debt steady at 4.8% per annum.
Gearing at 34.6%–35.2% post-asset disposals, within target range.
Outlook and guidance
FY26 FFO per unit guidance reaffirmed at 9.0 cents and DPU at 8.6 cents, with payout ratio targeted to move from 96% to 90% over the next 2–3 years.
Targeting comparable NOI growth of 4.0% in FY26 and planned investments of $100m–$120m.
Development pipeline deployment to be moderated in the near term, reflecting interest rate outlook and prudent capital management.
No significant changes in the state of affairs or material events after the reporting period.
Fair value gain on properties: What's the outlook?
What is the plan for current net liability position?
Explain the increase in related party rental income
Reassess development pipeline deployment strategy
Impact of recent rate rises on tenant sales?
When next debt tranche for margin improvement?
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Next HomeCo Daily Needs earnings date
H2 202612 Aug, 2026
HomeCo Daily Needs
Next HomeCo Daily Needs earnings date
H2 202612 Aug, 2026
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Frequently asked questions
HomeCo Daily Needs REIT (HDN) is an Australian Real Estate Investment Trust (REIT) that specializes in the ownership, development, and management of convenience-based assets. Its investment focus includes neighbourhood retail, large format retail, and health and services sectors. The REIT aims to provide its unitholders with consistent and growing distributions. The company is headquartered in Sydney, New South Wales, and its shares are listed on the Australian Stock Exchange.
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