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Scentre Group (SCG) investor relations material
Scentre Group Investor presentation summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Customer and community engagement
Annual customer visits 554m, up 17m or 3.1% on pcp; 452m YTD, up 3.2% on pcp.
Customer advocacy NPS 66, up 12 points on pcp; Westfield membership 5.4m, up 10.8% on pcp.
Business performance
Occupancy 99.8%, in line with pcp and at record-high levels; business partner sales MAT $30.5bn, up $1bn on pcp.
For the 9 months to September, total sales rose 3.7% and specialty sales rose 5.1% on a constant-currency basis.
9-month sales growth was strongest in health and beauty at 8.8%, jewellery at 8.6%, and technology and appliances at 5.9%; footwear declined 4.3%.
9-month regional sales growth ranged from 2.6% in QLD to 8.7% in NZ; NSW grew 2.8%, VIC 4.1%, and WA 6.0%.
Completed 2,085 leasing deals; new specialty lease spreads were +3.7%.
Capital and investment management
Issued US$750m of 10-year senior notes and $1.1bn at a margin of 141 bps over BBSW; re-entered the US bond market after six years.
Settled a 50% joint venture of Westfield Mt Gravatt with ART for $882.5m.
Available liquidity was $3.4bn, sufficient to cover all maturities until H2 2029.
- FFO and distributions rose over 4% as profit and visitations hit record levels.SCG
H1 2026 - Record sales, high occupancy, and all resolutions passed amid strong growth and expansion.SCG
AGM 2026 - FFO up 4.9% to $1,188m, record sales and occupancy, with 2026 guidance for 4%+ growth.SCG
H2 2025 - FFO and distributions up, record occupancy, upgraded guidance, and major redevelopments completed.SCG
H1 2025 - FFO up 2.0% to $568m, NOI up 3.5%, occupancy at 99.3%, and 2024 growth outlook reaffirmed.SCG
H1 2024 - Strong financial results, board renewal, and enhanced security initiatives marked the AGM.SCG
AGM 2025 - FFO up 3.5% to $1,132M, record $29bn sales, 99.6% occupancy, and strong 2025 outlook.SCG
H2 2024
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