Ingenia Communities Group

INA.ASX

Real Estate

Owns,operates and develops quality affordable seniors living accommodation and holiday communities

Market Data

Price

$3.820

+0.0%
Market Cap

$1.6B

P/E Ratio

11.4x

EPS

$0.335

Div. Yield

2.41%

52-Week Change

-0.2%

Latest Earnings

Appendix 4D and Interim Financial Reports

24 February 2026

Revenue
$257.30
+0.2% YoY
NPAT
$97.40
+11.2% YoY
EPS
$0.24
Dividend
$0.05

Ingenia Communities reported stable half-year revenue of $257.3M (+0.2% yoy) with statutory profit up 11% to $97.4M, though underlying profit declined 10% to $62.1M due to higher finance costs and timing of settlements weighted to the second half. The company delivered 248 new home settlements across its portfolio and maintained strong performance in Lifestyle Rental (+11%) and Holidays (+15%) businesses. Key points: Lifestyle Rental revenue increased 11% to $51.3M driven by new home settlements and rent increases; Ingenia Holidays revenue grew 15% to $79.5M from higher rates, occupancy and new cabin stock; Delivered 248 new home settlements across Ingenia and JV with strong demand continuing

Recent Announcements

26 Mar 2026 Sph Neutral

Becoming a substantial holder

BlackRock Inc., through multiple subsidiary entities, has become a substantial shareholder in Ingenia Communities Group (INA) by acquiring ordinary shares between November 2025 and February 2026 at prices ranging from AUD 4.35 to AUD 5.34 per share, with holdings accumulated through both on-market purchases and in-specie transfers across various investment management and advisory entities.

18 Mar 2026 Sph Neutral

Ceasing to be a substantial holder from MQG

MQG ceased to be a substantial holder.

24 Feb 2026 Guidance Neutral

Guidance Affirmed at Top of Range with Second Half Skew

Ingenia Communities delivered a flat first half result with revenue of $257.3M and EBIT of $85.0M, both slightly down on the prior period, driven by a pronounced second half settlement skew. The company affirmed full year guidance at the top of the range (EBIT $180.5-188.7M) with 440 deposits and contracts supporting strong second half delivery. The 5-year plan targeting 10-15% settlements CAGR remains on track with 13 active projects and strong pipeline of 4,946 development sites. Key points: Guidance affirmed at top of range with clear pathway to growth targets; Strong pipeline of 4,946 development sites with 7 additional sites in due diligence; 440 deposits and contracts on hand (up 20% on pcp) supporting second half skew

24 Feb 2026 Actual Results Neutral

Appendix 4D and Interim Financial Reports

Ingenia Communities reported stable half-year revenue of $257.3M (+0.2% yoy) with statutory profit up 11% to $97.4M, though underlying profit declined 10% to $62.1M due to higher finance costs and timing of settlements weighted to the second half. The company delivered 248 new home settlements across its portfolio and maintained strong performance in Lifestyle Rental (+11%) and Holidays (+15%) businesses. Key points: Lifestyle Rental revenue increased 11% to $51.3M driven by new home settlements and rent increases; Ingenia Holidays revenue grew 15% to $79.5M from higher rates, occupancy and new cabin stock; Delivered 248 new home settlements across Ingenia and JV with strong demand continuing

12 Feb 2026 Sph Neutral

Ceasing to be a substantial holder from MUFG

MUFG ceased to be a substantial holder.

10 Feb 2026 Date Announcement Neutral

Earnings Release - 24 February 2026

Upcoming earnings release expected 24 February 2026 (from Yahoo Finance (confirmed))

10 Feb 2026 Sph Neutral

Ceasing to be a substantial holder

First Sentier Group Limited and its related entities ceased to be a substantial holder in Ingenia Communities Group on February 6, 2026, following extensive share trading activity between August 2025 and February 2026 involving multiple sales and purchases through various First Sentier entities.

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