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Ingenia Communities Group (AU:INA)
ASX:INA
Australian Market

Ingenia Communities Group (INA) Earnings Dates, Call Summary & Reports

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Earnings Data

Report Date
Aug 25, 2026
TBA (Confirmed)
Period Ending
2026 (Q4)
Consensus EPS Forecast
0.19
Last Year’s EPS
0.14
Same Quarter Last Year
Based on 5 Analysts Ratings

Earnings Call Summary

Q2 2026
Earnings Call Date:Feb 23, 2026|
% Change Since:
|
Earnings Call Sentiment|Positive
The call conveyed predominantly positive operational momentum: strong Holidays performance, stable development margins, improving execution, an expanding pipeline (440 contracts on hand, +23% PCP) and sufficient balance-sheet capacity to fund growth. These positives were tempered by first-half settlement skew, short-term negative development cash profit in H1, rising input and statutory costs (council rates, utilities, OTA/marketing), and modest margin pressure in some segments. Management expects cash generation and improved margins in H2 and remains confident in meeting the 5-year settlements CAGR target.
Company Guidance
Management reiterated guidance to deliver at the top end of FY‑26 expectations and stay on track for the 5‑year settlements CAGR target of 10–15%; key metrics cited include H1 settlements of 248 (29% from the JV), 254 homes completed in H1 (+17% PCP), 301 homes settled as at 20 Feb and 440 deposits/contracts on hand (+23% PCP), with development gross margins around 46% (JV ~53%) and the JV generating net cash >$100k per lot and operating profit up 56% to $12m; group financials included EBIT $85m (‑1%), underlying profit $62m, EPS $0.152, statutory profit $97m (+11%), NTA $4.10 and an interim distribution of $0.048/security; balance sheet and funding metrics were gearing 31%, ~A$200m headroom, A$100m new facilities, weighted average debt maturity 3.3 years, 55% of drawn debt hedged and weighted average cost of debt 5.03% (expected to rise); operationally Holidays revenue was +12% LFL (Holidays EBIT $31.5m, +10%), Lifestyle Rental EBIT $25.7m (+6%), all‑age rental occupancy 99% and a target >14% yield on new homes, and management expects development to move into positive cash generation in H2.
On-track for 5-year plan and settlements CAGR target
Management confirms the business remains on track to deliver the 5-year plan, targeting a 10%–15% compound annual growth rate in settlements and expects the full year result to be at the top end of guidance.
Strong Holidays performance
Holidays revenue rose 12% like-for-like; Holidays EBIT increased 10% to $31.5 million. Digital initiatives drove website revenue +18% and conversion +32%, with direct-booking shift improving booking efficiency.
Development margins stable with JV outperformance
Group development gross margin remained stable at 46% while the development joint venture saw margin gains and operating profit up 56% to $12 million; JV settlements increased and produced net cash generation exceeding $100,000 per lot.
Settlements, inventory and sales in hand
First half settlements totaled 248 homes (29% from the JV). Completed 254 homes in the half (up 17% on PCP). As at 20 Feb the group had settled 301 homes year-to-date and held 440 deposits/contracts on hand, a 23% increase on PCP.
Improving development execution and new project starts
Commenced 5 new projects during the half, maintained stable build times across 16 active projects, and highlighted efficiency/design improvements (e.g., Sunbury) expected to lift yields and cash generation in H2 and into FY27.
Rental portfolio strength and operational metrics
Lifestyle Rental EBIT grew 6% to $25.7 million; all-age rental occupancy strong at 99%; average weekly rent in land lease communities up 4.6% YoY; resales (133) generated $2.1 million in commissions; Ingenia Gardens satisfaction ~85% and tenure at 4.1 years.
Balance sheet capacity and funding headroom
Gearing at 31% (within target), circa $200 million funding headroom, secured an additional $100 million of facilities in December, weighted average debt maturity 3.3 years, 55% of drawn debt hedged and weighted average cost of debt at 5.03%.
Statutory profit uplift and NTA
Statutory profit increased 11% to $97 million driven by positive net revaluations; NTA rose to $4.10 and an interim distribution of $0.048 per security was declared.

Ingenia Communities Group (AU:INA) 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

AU:INA Earnings History

Report Date
Fiscal Quarter
Forecast / EPS
Last Year's EPS
EPS YoY Change
Press Release
Slides
Play Transcript
Aug 25, 2026
2026 (Q4)
0.19 / -
0.14
Feb 23, 2026
2026 (Q2)
0.16 / 0.15
0.212-28.30% (-0.06)
Aug 25, 2025
2025 (Q4)
0.14 / 0.14
0.137.69% (+0.01)
Feb 24, 2025
2025 (Q2)
0.13 / 0.21
0.10798.13% (+0.10)
Aug 20, 2024
2024 (Q4)
0.12 / 0.13
0.1217.44% (<+0.01)
Feb 19, 2024
2024 (Q2)
0.15 / 0.11
0.08525.88% (+0.02)
Aug 22, 2023
2023 (Q4)
0.12 / 0.12
0.146-17.12% (-0.02)
Feb 21, 2023
2023 (Q2)
0.08 / 0.09
0.0814.94% (<+0.01)
Aug 24, 2022
2022 (Q4)
0.13 / 0.15
0.13111.45% (+0.01)
Feb 21, 2022
2022 (Q2)
0.15 / 0.08
0.1-19.00% (-0.02)
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:INA Earnings-Related Price Changes

Report Date
Price 1 Day Before
Price 1 Day After
Percentage Change
Feb 23, 2026
AU$4.46AU$4.30-3.56%
Aug 25, 2025
AU$5.85AU$6.09+4.03%
Feb 24, 2025
AU$5.48AU$5.55+1.24%
Aug 20, 2024
AU$5.17AU$5.11-1.12%
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 Ingenia Communities Group (AU:INA) report earnings?
Ingenia Communities Group (AU:INA) is schdueled to report earning on Aug 25, 2026, TBA (Confirmed).
    What is Ingenia Communities Group (AU:INA) earnings time?
    Ingenia Communities Group (AU:INA) earnings time is at Aug 25, 2026, TBA (Confirmed).
      Where can I see when companies are reporting earnings?
      You can see which companies are reporting today on our designated earnings calendar.
        What companies are reporting earnings today?
        You can see a list of the companies which are reporting today on TipRanks earnings calendar.
          What is the P/E ratio of Ingenia Communities Group stock?
          The P/E ratio of Ingenia Communities Group is N/A.
            What is AU:INA EPS forecast?
            AU:INA EPS forecast for the fiscal quarter 2026 (Q4) is 0.19.