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Edge16 Oct 2026
Winner, Winner: The Chicken McNugget Story
How a 1940s breeding contest, a Cornell food scientist, and a hedge by Ray Dalio helped McDonald's turn the Chicken McNugget into a fast-food icon.
Centuria Capital Group
Centuria Capital Group (CNI) investor relations material
Centuria Capital Group H2 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.H2 2026 earnings summary27 Aug, 2026
Executive summary
Achieved record assets under management (AUM) of AUD 22.2 billion as of June 30, 2026, driven by strong real estate acquisitions, capital management, and the Arrow Primary Infrastructure Fund acquisition.
Operating net profit after tax (ONPAT) reached AUD 113.8 million, up 13% year-over-year, with operating EPS of 13.6c and distributions per security of 10.4c, both in line with guidance.
Significant growth in AI infrastructure platform ResetData, with over 250MW+ potential data centre capacity, major GPU orders, and funding secured to support sovereign AI infrastructure.
Secured AUD 300 million in new equity in June 2026, increasing securities on issue by over 20% and strengthening the balance sheet for growth.
Leadership transition to a single CEO structure, with Jason Huljich appointed Group CEO effective November 27, 2026, and John McBain moving to non-executive roles.
Financial highlights
Operating profit after tax increased to AUD 113.8 million, up 11.5% year-over-year; operating earnings per security rebased to 13.6c, 11.5% above FY25; distributions maintained at 10.4c per security.
Operating EBITDA rose to AUD 182.5 million, with 23% growth in Property Funds Management segment.
Statutory profit was AUD 54–56.5 million, down from AUD 82.6 million in FY25, mainly due to listed REIT share price movements and non-operating items.
Net asset value per security at AUD 1.76–1.77 (down from AUD 1.79 year-over-year); cash and undrawn debt totaled AUD 445 million.
Balance sheet gearing reduced to 5.1% from 12.3% in FY25; operating gearing also reduced.
Outlook and guidance
FY27 guidance: ONPAT of AUD 130 million (up 14%), operating earnings per security of 13.0c, and distributions of 10.4c per security.
FY27 EBIT expected to grow around 20%, with full impact of capital base expansion expected in 2H FY27 and FY28.
ResetData expected to narrow its loss in FY27, with positive EBIT contribution anticipated in the second half and into FY28.
Focus on larger acquisitions and growth in core property funds and AI infrastructure.
FY27 is a year of deployment and growth, with benefits expected to build through FY28 and FY29.
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Latest events from Centuria Capital Group
- AUD 300m equity raise accelerates AI and real estate growth, with FY26 guidance reaffirmed.CNI
Investor update - Scaling sovereign AI infrastructure with NVIDIA partnership and robust data centre pipeline.CNIInvestor Day 2026 presentation
- Record AUM, upgraded FY26 guidance, and major acquisitions drove strong growth.CNIH1 2026
- Strong financial results, strategic growth, and key resolutions received broad shareholder backing.CNIAGM 2025
- FY26 targets 10% OEPS growth, $1bn+ acquisitions, and new AI-driven revenue streams.CNIH2 2025
- Steady profits, board renewal, and diversification drive strong AGM outcomes and future growth.CNIAGM 2024
- FY24 profit met guidance, AUM stable at AUD 21.1bn, with strong alternative growth and higher FY25 outlook.CNIH2 2024
- Strategic partnership launches energy-efficient, liquid-cooled Edge Data Centres in key assets.CNIPartnership
- Operating NPAT up 3% to AUD 51.1m, with strong growth in alternatives and AI/data assets.CNIH1 2025
Next Centuria Capital Group earnings date
AGM 202627 Nov, 2026
Centuria Capital Group
Next Centuria Capital Group earnings date
AGM 202627 Nov, 2026
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Frequently asked questions
Centuria Capital Group (CNI) is a Aspecialist investment manager with a significant presence in the real estate sector. The company has established a robust track record in delivering a wide array of products and services to investors, advisers, and security holders. Centuria Capital Group's operations are centered around property funds management and investment bonds, showcasing a diverse and comprehensive approach to investment management. The company is headquartered in Sydney, Australia, and its shares are listed on the ASX.