Centuria Capital Group (CNI) Earnings Dates, Call Summary & Reports

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Earnings Data

Report Date

Aug 13, 2026

TBA (Confirmed)

Period Ending

2026 (Q4)

Consensus EPS Forecast

0.07

Last Year’s EPS

0.06

Same Quarter Last Year

Analyst Consensus

Moderate Buy

Based on 7 Analysts Ratings

Earnings Call Summary

Q2 2026

Earnings Call Date:Feb 24, 2026|

% Change Since:

Earnings Call Sentiment|Positive

The call presents a broadly positive operational and financial update: record AUM, upgraded FY'26 earnings guidance (11.5% uplift), recurring earnings growth (operating EPS +6.5%), strong execution across property and credit platforms, improved funding costs and a deep investor distribution network. The main negatives are a small but visible earnings drag from ResetData while it leases up and modest near-term volatility from performance fees, redemption requests in some open-ended funds and elevated look-through gearing metrics (largely mitigated by non-recourse structures). Overall, management portrays disciplined balance sheet management and measured capital deployment into strategic initiatives, with the positives materially outweighing the negatives.

Company Guidance

Management upgraded FY‑26 operating earnings guidance to $0.136 per security (an 11.5% uplift on FY‑25), driven by improved forward earnings visibility rather than one‑off items; H1 operating EPS was $0.066 (up 6.5% vs prior half) with operating EBITDA of $89.3m and operating NPAT of $54.6m, and a distribution of $0.052 per security was declared. Key supporting metrics include group AUM +6% to $21.8bn (property funds management AUM +5% to $18.3bn; property & development finance AUM ~+9% to $2.5bn), ~ $500m of real estate acquisitions in the half (with management on track to exceed a $1bn FY target and noting ~$700m of acquisitions/divestments activity cited), Centuria Bass executing ~ $1.4bn of loan origination/restructuring/exit activity (and raising $200m of gross unlisted inflows), $133m cash realized from asset recycling, access to $8.3bn of lending facilities across 24 lenders, average lender margins improving to ~1.57%, and a reduction in all‑in funding margin from ~325bps to ~275bps; performance fees are expected to be ~ $20m for the year, while ResetData (50% share $2.8m in H1) is expected to remain a net negative for FY‑26 but with a smaller loss in H2.

Group AUM Growth to Record High

Group assets under management increased 6% to $21.8 billion, achieving a new record AUM for the half and reflecting strong contributions across property funds management and real estate finance.

Upgraded FY'26 Earnings Guidance

Management upgraded FY'26 operating earnings guidance to $0.136 per security, representing an 11.5% uplift on FY'25, citing underlying run-rate momentum rather than one-off items.

Recurring Earnings and Operating Profit Improvement

Operating EBITDA for the half was $89.3 million; operating profit after tax increased to $54.6 million with operating earnings per security of $0.066, up 6.5% on the prior period. A distribution of $0.052 per security was declared.

Property Platform Transaction Execution

Property funds management AUM rose 5% to $18.3 billion. The group executed significant transactions during the half (management commentary detailed ~ $500–$700 million of acquisitions/divestments during the half) and is on track to exceed a $1 billion full-year acquisitions target.

Private Credit Growth and Strategic Consolidation

Centuria Bass Credit executed approximately $1.4 billion of loan origination, restructuring and exit activity during the half, raised $200 million of gross unlisted investor inflows, has grown at ~36% p.a. since 2018 and management exercised the option to increase its stake to 100%.

Balance Sheet and Funding Improvements

Group realized $133 million of cash via sale and recycling of balance sheet assets; average all-in margin on debt reduced from ~325 bps to ~275 bps and average fund margins improved to ~1.57%. The group also reports access to $8.3 billion of diverse lending facilities from 24 lenders.

Distribution and Investor Depth

Distribution capability strengthened via acquisitions: ~460 investors/family offices added through the Arrow transaction and Primewest integration continues to show cross-selling (c.50% of Primewest investors committing to other Centuria products). Centuria now has over 15,500 unlisted investors with ~1,600 invested in 3+ funds and ~10% invested in 10+ funds.

Strategic Optionality in Data Centers and AI

Centuria launched ResetData's first public sovereign AI factory in Australia, scaled internal capability and positioned data centers and sovereign AI as long-dated strategic optionality; capital deployment will be measured and return-driven with customer demand being prioritized.

Selective M&A – Arrow Acquisition

Completed acquisition of the Arrow funds management platform (management cited agriculture AUM addition in the transcript), enhancing agriculture sector exposure and private investor/family office networks and acquired a 26-asset portfolio at an attractive multiple according to management commentary.

Centuria Capital Group (AU:CNI) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

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AU:CNI Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Aug 13, 2026	2026 (Q4)	0.07 / -	0.06	―	―	―
Feb 24, 2026	2026 (Q2)	0.06 / 0.07	0.062	4.84% (<+0.01)	―	―
Aug 18, 2025	2025 (Q4)	0.06 / 0.06	0.06	0.00% (0.00)	―	―
Feb 26, 2025	2025 (Q2)	0.06 / 0.06	0.061	1.64% (<+0.01)	―	―
Aug 21, 2024	2024 (Q4)	0.06 / 0.06	0.072	-16.67% (-0.01)	―	―
Feb 19, 2024	2024 (Q2)	0.06 / 0.06	0.073	-16.44% (-0.01)	―	―
Aug 17, 2023	2023 (Q4)	0.06 / 0.07	0.07	2.86% (<+0.01)	―	―
Feb 06, 2023	2023 (Q2)	0.07 / 0.07	0.074	-1.35% (>-0.01)	―	―
Aug 09, 2022	2022 (Q4)	0.07 / 0.07	0.06	16.67% (+0.01)	―	―
Feb 08, 2022	2022 (Q2)	0.09 / 0.07	0.062	19.35% (+0.01)	―	―

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

AU:CNI Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Feb 24, 2026	AU$1.94	AU$1.92	-0.78%
Aug 18, 2025	AU$1.90	AU$2.10	+10.53%
Feb 26, 2025	AU$1.63	AU$1.56	-4.29%
Aug 21, 2024	AU$1.51	AU$1.54	+1.99%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.

FAQ

When does Centuria Capital Group (AU:CNI) report earnings?

Centuria Capital Group (AU:CNI) is schdueled to report earning on Aug 13, 2026, TBA (Confirmed).

What is Centuria Capital Group (AU:CNI) earnings time?

Centuria Capital Group (AU:CNI) earnings time is at Aug 13, 2026, TBA (Confirmed).

Where can I see when companies are reporting earnings?

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What companies are reporting earnings today?

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What is the P/E ratio of Centuria Capital Group stock?

The P/E ratio of Centuria Capital Group is N/A.

What is AU:CNI EPS forecast?

AU:CNI EPS forecast for the fiscal quarter 2026 (Q4) is 0.07.