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Summerset Group (SUM) investor relations material

Summerset Group Q3 2025 TU earnings summary

Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
Logotype for Summerset Group Holdings Ltd
Q3 2025 TU earnings summary6 Oct, 2025

Executive summary

  • Achieved a record 420 occupation right sales in Q3 2025, with 244 new sales and 176 resales, continuing strong momentum from the first half of the year.

  • 29% of Q3 sales were Care Occupation Rights Agreements (ORA), with 38% of new sales and 16% of resales in this category.

  • Over 52% of New Zealand sales occurred outside major cities, highlighting portfolio diversity.

Financial highlights

  • Year-to-date (YTD) 2025 occupation right sales reached 1,112, compared to 1,238 for the full year 2024.

  • Q3 2025 new sales (244) and total sales (420) both exceeded Q3 2024 figures (129 new, 289 total).

Outlook and guidance

  • On track to deliver 650-730 homes in FY25, including new village centre buildings in New Zealand and Australia.

  • First residents at Chirnside Park village in Australia expected in Q2 2026.

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Frequently asked questions

Summerset Group Holdings Limited, develops, owns, and operates integrated retirement villages in New Zealand and Australia. It offers independent living villas and apartments, serviced apartments, and assisted living apartments; lifestyle services that include social activities; personal care and support services; transport; meals; maintenance of lawns and gardens; and housekeeping. The company also provides aged-care facilities consisting of rest homes, hospitals, dementia care units, rehabilitation centers, and hospices. As of April 27, 2020, it had 19 retirement villages comprising 4,632 independent living units across Wellington, the Waikato Northland regions in New Zealand; and the Sydney metropolitan area in Australia. The company was formerly known as Capital Retirement Village Limited and changed its name to Summerset Group Holdings Limited in November 2011. The company was founded in 1996 and is based in Wellington Central Business District, New Zealand.

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