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Lendlease Group (LLC) investor relations material
Lendlease Group AGM 2025 summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Opening remarks and agenda
Meeting opened with acknowledgment of traditional land custodians and confirmation of quorum.
Hybrid format enabled both in-person and online participation, with voting and Q&A facilitated digitally.
Board members, senior leadership, and auditors were introduced, and meeting procedures explained.
Financial performance review
FY 2025 saw a return to statutory profit after tax of AUD 225 million and operating profit of AUD 386 million.
Over AUD 2.5 billion in capital recycling initiatives were completed or announced, improving the balance sheet.
Full-year distribution and dividend payment of AUD 0.23 per security declared, with a 41% payout ratio.
Cost savings of AUD 141 million per annum achieved, exceeding targets.
Board and executive committee updates
Board renewal underway, reducing to seven non-executive directors by next AGM, with a mix of Australian and international members.
David Craig retired after nine years; Lianne Buck joined as a director and will chair the Audit Committee.
Board and management focused on high-performance culture and strong governance.
- TimeTickerHeadlineOpen
- 7 FebCHEMPLASTS
Net losses widened and revenue fell year-over-year amid regulatory and market headwinds. - 7 FebSBIN
Q3 FY26 net profit reached ₹21,028.15 crore, driven by robust income and strategic divestments. - 6 FebHTOO
Resale registration for 71,429 shares via warrant, with proceeds only on exercise; financial risks persist. - 6 FebVSAT
Q3 revenue up 3% to $1.16B, net income $25M, strong cash flow, Ligado boost, satellite focus. - 6 FebWEC
Targets 7–8% EPS growth, $37.5B capex, and coal exit by 2032 amid surging data center demand. - 6 FebBR
Q2 FY26 recurring revenue grew 8% and adjusted EPS guidance was raised to 9-12%. - 6 FebFFWM
Merger vote includes new non-voting stock class with limited conversion and no voting rights. - 6 FebKKR
Charter amendments seek to modernize governance and establish one share, one vote by 2026. - 6 FebARI
Proposed $9B real estate loan portfolio acquisition highlights disciplined, long-term strategy. - 6 FebSMCI
Q2 revenue jumped 123% to $12.7B, with FY26 guidance raised to at least $40B.
Next Lendlease Group earnings date
Next Lendlease Group earnings date
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