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REA Group
REA Group (REA) investor relations material
REA Group H1 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.H1 2026 earnings summary5 Feb, 2026
Executive summary
Revenue for H1 FY26 grew 5% year-over-year to AUD 916 million, with EBITDA (ex-associates) up 6% to AUD 569 million and NPAT up 9% to AUD 341 million.
Announced a fully franked interim dividend of AUD 1.24 per share (up 13%) and an on-market share buyback of up to AUD 200 million commencing from 23 February 2026.
Achieved double-digit residential yield growth, record audience engagement, and expanded AI-led product offerings.
Consolidated iGUIDE acquisition, divested PropTiger, and exited Housing Edge in India.
Maintained a strong cash position with AUD 478 million at period end.
Financial highlights
Revenue increased 5% to AUD 916 million; operating expenses rose 3% to AUD 347 million.
EBITDA (ex-associates) reached AUD 569 million, up 6%; NPAT was AUD 341 million, up 9%.
Free cash flow was AUD 303 million; operating cash flow was AUD 373 million; closing cash balance at AUD 478 million.
CapEx to revenue was 7% in H1, expected to remain within 7%-9% for FY 2026.
Group EBITDA margin before associates was 62%.
Outlook and guidance
National residential buyer listing volumes expected to decline 1%-3% for FY 2026.
Residential buyer yield growth anticipated at 12%-14%, with geo mix as a key variable.
Targeting positive group operating jaws and mid-single-digit OpEx growth.
India EBITDA losses guided at AUD 40-45 million; associate losses to improve slightly.
Focus on audience growth, product innovation, and leveraging data insights for future growth.
India strategy: Outlook for regional profitability
iGUIDE acquisition: AI strategy alignment
Australian residential yield growth sustainability
AI's direct monetization pathways
AI search strategy and consumer evolution
Maintaining open jaws with AI investment
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REA Group
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Frequently asked questions
REA Group Limited is a leading digital advertising business specialising in property. The Company provides property websites and mobile platforms for consumers to search for properties and real estate professionals to advertise their listed properties. REA Group Limited was founded in 1995 and is headquartered in Richmond, Australia.
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