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REA Group Ltd
ASX:REA

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REA Group Ltd
ASX:REA
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Kurs: 174,72 AUD 2,58% Markt geschlossen
Marktkap.: AU$23,00 Mrd.

REA Group Ltd
Investor Relations

REA Group runs Australia’s best-known online property marketplace, led by realestate.com.au. It helps real estate agents, developers, landlords, and home sellers list homes for sale or rent, and it helps buyers and renters search properties, compare listings, and gather market information in one place. The company makes most of its money by charging property professionals and related businesses for advertising and listing packages, premium placement, and access to data and tools. It also earns from services tied to the property journey, such as homeowner and agent products, finance-related leads, and other digital property marketing services. What makes REA Group different is that it sits in the middle of the property transaction process rather than owning property itself. Its websites and tools are most valuable because they attract large numbers of consumers looking for homes, which in turn gives agents and advertisers a strong reason to pay for exposure on the platform.

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Letzter Earnings Call
Geschäftsperiode
Q2 2026
Datum des Calls
5. Feb 2026
KI-Zusammenfassung
Q2 2026

Revenue Growth: REA Group delivered half-year revenue of $916 million, up 5% year-on-year, driven by strong double-digit yield growth in residential and continued product innovation.

Earnings & Profit: EBITDA (excluding associates) rose 6% to $569 million and net profit after tax increased 9% to $341 million, reflecting margin improvement and operational leverage.

Dividend & Buyback: Interim dividend was increased 13% to $1.24 per share, and a new on-market share buyback of up to $200 million was announced, underscoring strong cash generation and confidence in outlook.

Guidance Updated: Guidance now expects national residential buy listing volumes to decline 1% to 3%, primarily due to weakness in Perth and Brisbane, but still anticipates 12% to 14% buyer yield growth.

AI & Product Innovation: Management highlighted extensive AI-led product launches, rapid adoption by employees, and integration into key platforms, aiming to accelerate product delivery and maintain market leadership.

Cost Management: Operating expenses rose 3%, with management reiterating mid-single-digit OpEx growth guidance and confidence in cost flexibility despite ongoing AI investment and tech cost inflation.

Strong Market Demand: Demand and engagement remain robust, with record audience levels and lead volumes, especially in Sydney and Melbourne, supporting growth even as national listings soften.

Wichtige Finanzkennzahlen
Revenue
$916 million
EBITDA (excluding associates)
$569 million
Net Profit After Tax
$341 million
Operating Expenses
$347 million
Interim Dividend Per Share
$1.24 per share
Share Buyback
$200 million
Australian Residential Buyer Listings
down 6% year-on-year for the half
Residential Buyer Yield
up 14% year-on-year
Commercial and New Homes Revenue
$121 million
Financial Services Revenue
$58 million
Operating Cash Flow
$373 million
Closing Cash Balance
$478 million
India (Housing.com) Revenue
$26 million
India (Housing.com) EBITDA Loss
$19 million loss
iGUIDE Revenue
$6 million
Aufzeichnung des Earnings Calls
Weitere Earnings Calls

Geschäftsleitung

Mr. Owen James Wilson A.C.A., B.Com.
CEO & Executive Director
Keine Biografie verfügbar
Mr. Steve Maidment
Chief Technology Officer
Keine Biografie verfügbar
Ms. Alice Bennett
Executive Manager of Investor Relations
Keine Biografie verfügbar
Ms. Tamara Kayser B.Com., L.L.B., L.L.M.
Chief Legal Officer & Company Secretary
Keine Biografie verfügbar
Ms. Natalie Cerny
Head of Corporate Affairs & Communications
Keine Biografie verfügbar
Elisa Nerone
Chief People & Sustainability Officer
Keine Biografie verfügbar
Ms. Val Brown
Chief Consumer Product Officer
Keine Biografie verfügbar
Ms. Melina Cruickshank
Chief Product & Audience Officer
Keine Biografie verfügbar
Mr. Kul Singh
Chief Customer Officer
Keine Biografie verfügbar
Mr. Anthony Waldron
Chief Executive Officer of Financial Services & Mortgage Choice
Keine Biografie verfügbar

Kontakt

Adresse
SOUTH AUSTRALIA
Adelaide
Level 1, 169 Fullarton Road, Dulwich
Kontakt
+61300853440.0
www.rea-group.com
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