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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.
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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