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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.
HomeCo Daily Needs
HomeCo Daily Needs (HDN) investor relations material
HomeCo Daily Needs H2 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.H2 2026 earnings summary13 Aug, 2026
Executive summary
FY26 results delivered in line with guidance, with FFO per unit at 9.0 cents (AUD 0.09) and DPU at 8.6 cents (AUD 0.086), reflecting strong operational performance and portfolio resilience.
Portfolio value increased to AUD 5.2 billion ($5.2bn), with occupancy and rent collection rates above 99%, supported by a diversified tenant base and focus on daily needs retail assets.
Comparable NOI grew 4% year-over-year, driven by strong leasing spreads and low incentives.
Strategic focus on defensive, daily needs community hubs and disciplined capital allocation, with asset recycling reinforcing balance sheet flexibility.
Financial highlights
FFO totaled AUD 187.1 million, up 2% year-over-year; property NOI increased 3.6% to AUD 298.7 million.
NTA per unit rose 6.1% to AUD 1.56, mainly from income-driven valuation gains.
Gearing at 35.7%, within the 30%-40% target range.
Statutory profit increased to AUD 361.6 million, up from AUD 250.3 million in FY25.
Interest rate hedging at 68.4% as of June 2026, rising to 75% by June 2027.
Outlook and guidance
FY27 guidance: FFO per unit of 8.8 cents (AUD 0.088) and DPU of 8.6 cents (AUD 0.086), with comparable NOI growth of 4% expected but higher financing costs anticipated to reduce FFO.
No divestments or acquisitions assumed in FY27 guidance; continued focus on selective asset sales and capital recycling to support gearing reduction.
Flexible balance sheet and liquid assets position the business to navigate a volatile interest rate environment.
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Latest events from HomeCo Daily Needs
- FFO per unit rose to 4.4c, profit doubled, and FY26 guidance was reaffirmed.HDN
H1 2026 - FY25 guidance achieved with strong growth, high occupancy, and robust outlook for FY26.HDNH2 2025
- FY24 saw 4% NOI growth, high occupancy, and a robust FY25 outlook with 2.3% FFO growth.HDNH2 2024
- FFO and DPU rose to 4.3c, with >99% occupancy and robust development pipeline in 1H FY25.HDNH1 2025
Next HomeCo Daily Needs earnings date
H1 202710 Feb, 2027
HomeCo Daily Needs
Next HomeCo Daily Needs earnings date
H1 202710 Feb, 2027
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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.