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Arvida Group (ARV) investor relations material
Arvida Group H1 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Executive summary
Operates 35 retirement communities in New Zealand, serving 6,750 residents with 5,800 units and care beds, and a development pipeline of 2,000 units.
Completed a major ownership change: Stonepeak Alps BidCo acquired 100% of shares at NZ$1.70 per share, resulting in delisting from NZX and a new board appointment in November 2024.
Financial highlights
Total revenue for six months ended 30 September 2025 was $131.9m, up from $125.5m year-over-year.
Net loss after tax of $8.2m, compared to a profit of $64.0m in the same period last year.
Basic and diluted EPS were both (1.12) cents, down from 8.8 cents year-over-year.
Operating cash inflow was $44.7m, down from $79.5m year-over-year.
Total assets at 30 September 2025 were $4.72bn, with net assets of $1.61bn.
Outlook and guidance
Entered into an agreement to purchase land for $29m, expected to settle before year-end.
$21.8m in capital commitments for construction contracts as of 30 September 2025.
- Shareholders approved the Stonepeak scheme amid strong sales, cost-saving, and ESG focus.ARV
AGM 2024 - Net profit reached $64.0 million, with a major cash payout to shareholders pending.ARV
H1 2025 - Net profit hit $101 million, with strong resale growth and expanded development post-acquisition.ARV
H2 2025
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