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REA Group (REA) investor relations material
REA Group Q1 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q1 2026 earnings summary6 Nov, 2025
Executive summary
Revenue for Q1 rose 4% year-over-year to AUD 429 million, with EBITDA (excluding associates) up 5% to AUD 254 million, supported by double-digit residential yield growth and record audience engagement.
Strategic focus remains on innovation, AI investment, and maintaining leadership in the Australian property portal market.
New CEO Cameron McIntyre affirmed commitment to growth, operational discipline, and leveraging technology for future opportunities.
Free cash flow increased 16% year-over-year to AUD 86 million.
CEO highlighted a clear strategy, strong talent, and a robust product pipeline supporting future growth.
Financial highlights
Australian revenue grew 6% year-over-year to AUD 405 million, while India revenue declined 20% to AUD 24 million.
Group operating expenses increased 3% year-over-year, with Australia up 10% and India down 22%.
Residential revenue in Australia increased 4% year-over-year, driven by a 13% yield increase despite an 8% decline in national listings.
Commercial and New Homes segments both delivered revenue growth, with New Homes outpacing Commercial for the first time in four years.
Financial services saw a 24% increase in submissions and a 16% rise in settlements year-over-year.
Outlook and guidance
National residential buy listing volumes expected to be broadly flat year-over-year.
Double-digit residential buy yield growth targeted, including a 7% Premier Plus price rise.
Group core operating expenses expected to increase mid-single digits, with high single-digit growth in Australia.
EBITDA losses in India expected in the range of AUD 40–45 million due to the exit from Housing Edge.
Associates' losses expected to improve modestly compared to the prior year.
India EBITDA loss post-Housing Edge exit?
Sustain yield growth despite listing declines?
Underlying Australian cost growth outlook?
Commitment to double-digit yield and positive jaws?
REA's AI integration strategy and data protection?
Long-term viability of India business post-changes?
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Q2 20265 Feb, 2026
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Frequently asked questions
REA Group Limited is a leading digital advertising business specialising in property. The Company provides property websites and mobile platforms for consumers to search for properties and real estate professionals to advertise their listed properties. REA Group Limited was founded in 1995 and is headquartered in Richmond, Australia.
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