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HomeCo Daily Needs
HomeCo Daily Needs (HDN) investor relations material
HomeCo Daily Needs H2 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.H2 2025 earnings summary13 Aug, 2025
Executive summary
FY 2025 delivered disciplined growth in earnings, with FFO per unit of 8.8 cents (up 2.3% YoY) and DPU of 8.5 cents (up 2.4% YoY), meeting guidance.
Portfolio value reached $4.92 billion, diversified by subsector, tenant, and geography, with over 99% occupancy and rent collection.
Achieved a 6.7% CAGR in FFO per unit since IPO, with strong operational performance and high occupancy and rent collection rates.
Active asset recycling and a $650 million development pipeline support ongoing growth and resilience.
Sustainability initiatives delivered a 32% reduction in emissions (vs FY22 baseline) and 70% of feasible sites with solar installed.
Financial highlights
FY25 property NOI increased to $288.3 million, up from $272.9 million year-over-year.
FFO rose to $182.5 million or 8.8 cents per unit, despite a 17% rise in net interest expense.
Distributions per unit increased to 8.5 cents from 8.3 cents year-over-year.
Net tangible assets at $1.47 per unit as of June 2025, up from $1.45 at December 2024.
Gearing at 35.2% as of June 2025, within the 30-40% target range; liquidity at $108 million.
Outlook and guidance
FY 2026 guidance: FFO per unit of 9.0 cents and DPU of 8.6 cents, with a gradual reduction in payout ratio to align with AFFO.
Targeting 4% comparable NOI growth and $80-120 million in development commencements for FY 2026.
Interest expense expected to stabilize, with ~50% of drawn debt hedged for FY26.
Focus on capital recycling to fund organic growth and increase exposure to defensive daily needs assets.
Expected value uplift from $650M pipeline
Strategic benefit of unlisted fund investments?
Timeline for 100% AFFO payout ratio?
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Next HomeCo Daily Needs earnings date
H1 202610 Feb, 2026
HomeCo Daily Needs
Next HomeCo Daily Needs earnings date
H1 202610 Feb, 2026
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Frequently asked questions
HomeCo Daily Needs REIT (HDN) is an Australian Real Estate Investment Trust (REIT) that specializes in the ownership, development, and management of convenience-based assets. Its investment focus includes neighbourhood retail, large format retail, and health and services sectors. The REIT aims to provide its unitholders with consistent and growing distributions. The company is headquartered in Sydney, New South Wales, and its shares are listed on the Australian Stock Exchange.
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