)
Rural Funds Group (RFF) investor relations material
Rural Funds Group Investor Presentation summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Business overview and strategy
Specialist agricultural asset manager with $2.6b in assets under management across six key commodities and 739,000+ hectares of Australian farmland.
28 years of sector experience, 260+ staff, and an average management team tenure of over 12 years.
Strategy focuses on generating capital growth and income by developing and leasing diversified agricultural assets, with 63 properties across five sectors and multiple climatic zones.
84% of the portfolio is leased, with a 13.9-year WALE and a mix of lease indexation mechanisms and market rent reviews.
Major lessees include Olam, JBS, Select Harvests, and Treasury Wine Estates, with c.80% of FY26f income from corporate and institutional lessees.
Portfolio and sector performance
Portfolio value stands at $1.96b, diversified across almonds, macadamias, cattle, cropping, vineyards, and water assets.
Almonds and macadamias each represent 21% of forecast FY26 revenue, with cattle at 36%, and the remainder from cropping, vineyards, and other assets.
Active management strategy develops assets for improved productivity and higher value use, generating income during development phases.
Investment criteria prioritize sectors with low-cost production and where Australia has a comparative advantage.
Case studies and development updates
Macadamia orchards converted from sugarcane farms show modelled yields 50% above industry average, supported by advanced irrigation and data capture technology.
Cattle property improvements increased carrying capacity by 58%, leveraging water and land development.
Cotton property productivity improvements led to a 300% increase in bales produced and a 92% increase in farmable hectares.
Recent cropping property transactions included a 50% sale and 10-year lease to a global investor, with profit-share mechanisms and capital released for debt reduction.
Macadamia orchard developments (TRG JV) are materially complete, with 3,000 ha leased on a 40-year term and 122% revenue growth forecast.
Next Rural Funds Group earnings date
Next Rural Funds Group earnings date
The essential earnings season companion
The #1 app for qualitative research. Live earnings calls, AI chat, transcripts, and more. All for free.
Live calls and transcripts
Listen to earnings calls, CMDs, investor conferences, and more – with a podcast-like experience.
Find what you need faster
Search for any keyword across all transcripts simultaneously.
Easily store key findings
Capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Your watchlist. Your dashboard.
Follow the companies that matter to you. Get a personalized feed with real-time updates.
Be the first to know
Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned.
Consensus estimates
Access analyst consensus estimates, valuation multiples, and revenue segments splits.
All IR material in one place
The easiest way to stay updated during earnings season.
Global coverage
All events from public companies. Live and recorded.
Just click and listen
No webcast links. No manual registrations.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
I can't remember the last time an app had such a positive impact on my investment process.
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
I can't remember the last time an app had such a positive impact on my investment process.
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
Frequently asked questions
Mobile app: Research anytime, anywhere with the #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.
Desktop (Quartr Pro): The leading platform for qualitative research, used daily by top firms and financial institutions.
Quartr API: Build custom solutions powered by live earnings calls, live transcripts, filings and reports, slide presentations, and more.
Explore our global coverage
)
)