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Aspen Group
Aspen Group (APZ) investor relations material
Aspen Group H1 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.H1 2026 earnings summary19 Feb, 2026
Executive summary
Focuses on affordable, quality rental accommodation for households earning under AUD 100,000, with rents and prices significantly below national averages.
Upgraded guidance for FY26 and FY27, reflecting strong operational and financial momentum.
Portfolio expansion through disciplined acquisitions, development, and capital recycling to optimize returns.
Statutory net profit rose 15% year-over-year to $35.9 million for the half-year ended 31 December 2025, with underlying operating earnings up 51% to $24.3 million.
The rental pool expanded 5% to 4,359 dwellings/sites, and the development pipeline grew 28% to 2,612 sites.
Financial highlights
Underlying EPS increased by 33% to AUD 0.107 per share for the half; NAV per security rose 6% to $2.70.
Net rental income increased by 22% to $20.9 million; NRI margin expanded 4 points to 55%.
Revenue from ordinary activities increased 37% to $69.97 million year-over-year.
Development profit surged 87% to $10.2 million, with a margin of 32%.
Portfolio expanded 10% to 6,971 dwellings/sites; book value of property and inventory up 13% to $770 million.
Outlook and guidance
Upgraded FY26 EPS guidance by 7% to AUD 0.215, a 20%-28% increase on FY25; initial FY27 guidance at AUD 0.25 EPS, up 16%.
FY26 NRI guidance upgraded by 5% to $41.0 million; development profit guidance up 10% to $21.5 million.
Settlement targets raised to 160 for FY26 and 220 for FY27, with at least 150 lifestyle houses.
Average gross rent per dwelling/site expected to rise 4%-5% per annum; lifestyle leases have fixed 3.5% annual increases and are projected to grow 15%-20% per annum.
Ongoing portfolio growth is anticipated through acquisition and development.
What drives the accelerated development sales?
How is the net current asset deficiency managed?
Explain the rental portfolio optimization strategy.
How Aspen sustains its market price advantage
Future drivers for rental income margin expansion
Explain the FY27 tax rate increase and outlook
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Next Aspen Group earnings date
H2 202620 Aug, 2026
Aspen Group
Next Aspen Group earnings date
H2 202620 Aug, 2026
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Frequently asked questions
Aspen Group Limited is an Australian property investment and management company focused on affordable accommodation and commercial real estate. The company owns, develops, and manages a diversified portfolio of properties, including residential communities, retirement villages, and holiday parks, catering to a range of demographics such as families, retirees, and workers. Aspen Group emphasizes affordability and sustainable living solutions, aiming to provide high-quality, accessible housing options in well-located areas across Australia. The company is headquartered in Sydney, Australia, and its shares are listed on the ASX.
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