Mayank Bansal, CFA
Mayank Bansal is a CFA Charterholder and heads the Equity Research team at Kapitales Research, with over 5 years of experience analysing global equity markets. He leads fundamental, data-driven research combining rigorous financial analysis with macro trends.
Centuria Capital FY26 Profit Rises as AUM Hits Record AU$22.2 Billion
Highlights
Centuria Delivers Stronger FY26 Operating Result
Centuria Capital Group (ASX: CNI) announced its FY26 results on 27 August 2026, reporting higher operating earnings and record assets under management as its property platform expanded and investment in AI infrastructure accelerated. Operating net profit after tax attributable to securityholders reached AU$113.8 million, up from AU$100.8 million in FY25, while operating earnings per security increased to 13.6 cents from 12.2 cents.
The result reflected growth across key property operations, although statutory earnings moved in the opposite direction. Statutory NPAT attributable to securityholders declined to AU$56.5 million from AU$82.7 million, influenced by non-operating items including mark-to-market movements.
Record AUM Strengthens Property Platform
Centuria ended FY26 with assets under management of AU$22.2 billion, compared with AU$20.6 billion a year earlier. Property Funds Management AUM stood at AU$18.6 billion, while real estate finance AUM reached AU$2.6 billion.
Key operating developments included:
Centuria also completed a AU$300 million equity raising designed to provide additional flexibility for expansion across property, real estate credit and ResetData.
ResetData Adds New Growth Dimension
AI infrastructure remains an emerging growth avenue. Centuria’s 50%-owned ResetData platform commenced operations at AIF1 during FY26, while the Group continued building its broader digital infrastructure pipeline. However, investment ahead of commercial scaling contributed to a AU$10.9 million operating EBITDA loss for the Sovereign AI Technology segment.
Centuria is also preparing for a leadership transition. Jason Huljich will become sole Group CEO from 27 November 2026, following John McBain’s decision to step down as Joint CEO.
FY27 Outlook Focuses on Earnings Growth
Centuria enters FY27 with lower gearing, greater capital flexibility and multiple growth channels. The Group is targeting approximately AU$130 million in FY27 operating profit after tax, representing 14% growth over FY26, alongside continued expansion in core property funds and AI infrastructure.
Execution across property acquisitions, private credit and ResetData will therefore be central to determining whether Centuria can convert its expanded platform and stronger balance sheet into sustained earnings growth.
Note- All data presented is based on information available at the time of writing.
Disclaimer for Kapitales Research
The materials provided by Kapitales Research, including articles, news, data, reports, opinions, images, charts, and videos ("Content"), are intended for personal, non-commercial use only. The primary goal of this Content is to educate and inform readers. This Content is not meant to offer financial advice, nor does it include any recommendation or opinion that should be relied upon for making financial decisions. Certain Content on this platform may be sponsored or unsponsored, but it does not serve as a solicitation or endorsement to buy, sell, or hold any securities, nor does it encourage any specific investment activities. Kapitales Research is not authorized to provide investment advice, and we strongly advise users to seek guidance from a qualified financial professional, such as a financial advisor or stockbroker, before making any investment choices. Kapitales Research disclaims all liability for any direct, indirect, incidental, or consequential damages arising from the use of the Content, which is provided without any warranties. The opinions expressed by contributors or guests are their own and do not necessarily reflect the views of Kapitales Research. Media such as images or music used on this platform are either owned by Kapitales Research, sourced through paid subscriptions, or believed to be in the public domain. We have made reasonable efforts to credit sources where appropriate. Kapitales Research does not claim ownership of any third-party media unless explicitly stated otherwise.
Customer Notice:
Nextgen Global Services Pty Ltd trading as Kapitales Research (ABN 89 652 632 561) is a Corporate Authorised Representative (CAR No. 1293674) of Enva Australia Pty Ltd (AFSL 424494). The information contained in this website is general information only. Any advice is general advice only. No consideration has been given or will be given to the individual investment objectives, financial situation or needs of any particular person. The decision to invest or trade and the method selected is a personal decision and involves an inherent level of risk, and you must undertake your own investigations and obtain your own advice regarding the suitability of this product for your circumstances. Please be aware that all trading activity is subject to both profit & loss and may not be suitable for you. The past performance of this product is not and should not be taken as an indication of future performance.Disclosure: The information mentioned above has been sourced from the company reports and a third-party database, i.e. Koyfin. Investors are advised to use strict stop-loss to protect their investments in case of any unfavorable/uncertain market events.
Kapitales Research, Level 13, Suite 1A, 465 Victoria Ave, Chatswood, NSW 2067, Australia | 1800 005 780 | info@kapitales.com.au