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Vicinity Centres (VCX) investor relations material
Vicinity Centres H2 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.H2 2025 earnings summary20 Aug, 2025
Executive summary
Statutory net profit after tax rose to $1,004.6m, up 83.6% year-over-year, driven by property valuation gains, strong operating performance, and strategic asset acquisitions and divestments.
FFO increased 1.4% to $674M, with adjusted FFO up 3.6% after one-off items and development-related rent loss.
Portfolio repositioning continued, including the acquisition of 50% of Lakeside Joondalup for $420M and divestment of $457M in non-strategic assets.
Major developments completed at Chadstone (Market Pavilion, 1 Middle Road) and pre-leasing for Chatswood Chase largely finished, supporting future income growth.
Employee engagement improved, with a survey score of 7.8, up 0.4 from the prior year.
Financial highlights
Statutory net profit after tax was $1,004.6m, including $674M FFO and $331M from property valuation gains.
FFO per security reached 14.79c, at the top end of guidance.
Comparable NPI rose 3.7% year-over-year, led by premium assets.
Distribution per security was 12.00c, payout ratio 95.4% of AFFO.
Net tangible assets per security increased 10c to $2.40 over the year.
Outlook and guidance
FY26 FFO per security guidance: 15.0–15.2c, representing 2–3.5% growth after adjusting for one-off items and lower development-related rent loss.
Comparable NPI growth forecast at ~3% (3.5% excluding new taxes/levies); lost rent from development to decrease to $25M.
Distribution payout ratio to remain at 95–100% of AFFO.
Continued focus on premium asset development, portfolio quality, and execution of strategic priorities.
How will luxury sales pullback impact ambitions?
When will mixed-use developments start spending?
Stabilization period for Chatswood redevelopment?
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Next Vicinity Centres earnings date
AGM 20255 Nov, 2025
Next Vicinity Centres earnings date
AGM 20255 Nov, 2025
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Frequently asked questions
Vicinity Centres is an Australian real estate investment trust (REIT) specializing in the ownership, management, and development of retail properties. The company’s portfolio includes shopping centers across Australia, ranging from regional malls to urban retail complexes. Vicinity Centres focuses on enhancing the retail experience through property upgrades, tenant mix optimization, and the integration of digital services. The company is headquartered in Melbourne, Victoria, and its shares are listed on the Australian Securities Exchange.
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