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Summerset Group
Summerset Group (SUM) investor relations material
Summerset Group H2 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.H2 2025 earnings summary26 Feb, 2026
Executive summary
Achieved record underlying profit of $234.2m, up 13% year-over-year, with net profit after tax of $259.7m and total revenue of $361.8m, up 13% from FY24.
Delivered 693 units across New Zealand and Australia, with total settlements up 26% to 1,560, and strong occupancy rates of 95% for retirement villages and 94% for care centres.
Embedded value rose 11% to $1.9b, and net tangible assets per share increased 11% to $13.75.
Maintained a diversified portfolio with 8,673 units and a land bank supporting future growth in both New Zealand and Australia.
Financial highlights
Underlying profit reached $234.2m, up from $206.4m in FY24; net profit after tax was $259.7m, down from $332.0m in FY24 due to lower fair value movements.
Total assets grew 15% to $9.2b, with investment property valued at $8.2b, up 12% year-over-year.
Realised development margin hit a record $154.9m, up 31%, with a development margin of 27.8%.
Cash flow from existing operations was $32.3m, up 18%, while cash outflow from development activity decreased by 20%.
Dividend declared at 13.2 cents per share, representing a 25.3% payout of underlying profit.
Outlook and guidance
FY26 guidance targets 650–700 units delivered in New Zealand and 100–150 in Australia, with a medium-term goal of 650 units in NZ and 300 in Australia annually from 2027.
Gearing ratio expected to decline through FY26 as sales momentum continues and capex moderates.
Care EBITDA projected to rise further as more units convert to Occupation Right Agreements and main buildings are delivered.
Operating margins expected to improve over the medium term as inflationary pressures ease and villages mature.
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Next Summerset Group earnings date
H1 202626 Aug, 2026
Summerset Group
Next Summerset Group earnings date
H1 202626 Aug, 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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