)
Edge17 Oct 2025
A Castle in the Sky: The Story of Oracle
Oracle's journey from database innovator to disciplined enterprise backbone, now shaping the AI buildout with a standardized cloud infrastructure.
Rural Funds (RFF) investor relations material
Rural Funds H2 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.H2 2025 earnings summary22 Aug, 2025
Executive summary
Net property income rose 9% year-over-year, driven by new leases and macadamia orchard developments, with results and distributions per unit in line with guidance.
AFFO per unit increased 4.5% year-over-year to 11.5 cents, slightly exceeding guidance.
Distributions totaled 11.73 cents per unit, with a payout ratio of 102%, marking the third consecutive year of improvement.
Independent valuations on 68% of the portfolio resulted in a 1.2% uplift in book values.
Divestments of $89M completed or contracted, including $19M settled post-period.
Financial highlights
Net property income reached $95.1M, up 9.2% year-over-year, mainly from macadamia development capex.
AFFO per unit grew 4.5% to 11.5 cents, surpassing forecasts.
Adjusted NAV per unit declined from $3.14 to $3.08, mainly due to mark-to-market interest rate swaps.
Gearing increased marginally to 39.3%, with pro forma gearing at 38.8% after asset sales.
Payout ratio improved to 102%, third consecutive year of improvement.
Outlook and guidance
FY26 AFFO forecast at 11.7 cents per unit, with distributions expected to remain constant and a 100% payout ratio.
Revenue from macadamia leases projected to rise 18% in FY26, with continued growth as further CapEx is deployed.
Asset sales and debt facilities fully fund FY26 CapEx, maintaining gearing within target range.
Focus areas for FY26 include non-core asset sales and staged development of Rookwood Farms and Kaiuroo.
Distribution yield forecast at 6.0% based on recent unit price.
FY26 CapEx funding and divestment strategy
Strategy to improve FFO growth and close NTA gap
Outlook for agricultural asset values next 12 months
Partial view of Summaries dataset, powered by Quartr API
Research faster. Power your platform.
Next Rural Funds earnings date
H1 202620 Feb, 2026
Next Rural Funds earnings date
H1 202620 Feb, 2026
The essential earnings season companion
The #1 app for live earnings calls, transcripts, analyst estimates, 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.
)
Leroy DaleyApp Store
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.
)
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
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.
Leroy DaleyApp Store
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.
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
I can't remember the last time an app had such a positive impact on my investment process.
)
@ankurshah47_ x.com
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.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
I can't remember the last time an app had such a positive impact on my investment process.
@ankurshah47_ x.com
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.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
Related articles
)
Company Research17 Oct 2025
Beneath the Surface: A Conversation with Epiroc CEO Helena Hedblom
Legacy, innovation, and leading one of Sweden's most influential industrial companies into a new era.
)
Investor Relations14 Oct 2025
Boost Your Earnings Season Strategy With Real‑Time Alerts
Quartr Pro provides real time alerts, trend analysis and live coverage, giving analysts and investors instant insights to act faster in earnings.
Frequently asked questions
Rural Funds Group (RFF) is an Australian agricultural Real Estate Investment Trust (REIT). The company's portfolio is strategically diversified across asset types, climatic zones, and lessees to mitigate risks and optimize returns. The company aims for income growth by enhancing property productivity and transitioning assets to more profitable uses, underpinning its distribution growth strategy. RFF's strategic approach includes a focus on lessee selection, ensuring a significant portion of its income is derived from corporate entities, including those listed on domestic or international exchanges. The company is headquartered in Canberra, ACT, and its shares are listed on the ASX.
Quartr provides global coverage of all investor relation material from public companies.
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.
Yes, the Quartr mobile app is free on both iOS and Android.
Yes. Quartr provides global, industry-leading live coverage of company events such as regular earnings calls, capital markets days, M&A announcements, and investor conferences. Live with zero delays. Just click and listen.
Yes, capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Yes. Follow the companies that matter to you. Get a personalized feed with real-time updates, a tailored earnings calendar, and instant alerts when earnings calls go live.
Yes. Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned, regardless of who's talking.
Explore our global coverage