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Stockland (SGP) investor relations material
Stockland Q3 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Executive summary
Finalised a 50/50 partnership with EdgeConneX to develop, own, and operate Australian data centres.
Established a land lease partnership with M&G Real Estate, seeded with two Victorian communities.
Maintained strong operational performance and positive leasing spreads across all sectors.
Financial highlights
FY26 FFO per security guidance maintained at 36.0–37.0 cents.
FY26 distribution per security expected at 25.2 cents, consistent with FY25 and within payout ratio range.
Gearing at 30 June 2026 expected to move towards the midpoint of the 20–30% target range.
Issued $400m, 7.5-year Medium Term Note in April 2026.
Outlook and guidance
Targeting FY26 Masterplanned Communities settlements of 7,500–8,500 lots with operating profit margin in the low 20% range.
Land Lease Communities settlements targeted at 700–800 homes with similar margin.
All forward-looking statements subject to no material change in market conditions.
- FFO up 29.5% to AUD 325M, with strong residential and logistics growth and positive FY26 outlook.SGP
H1 202616 Feb 2026 - Strong FY 2024 results and robust pipeline support positive FY 2025 outlook, despite profit decline.SGP
H2 202423 Jan 2026 - Strong financials, strategic growth, and all resolutions passed with robust shareholder support.SGP
AGM 202419 Jan 2026 - FFO down 5.6% to AUD 251m; profit doubled, logistics strong, FY25 guidance held.SGP
H1 20258 Jan 2026 - Strong FY 2025 results and new partnerships drive robust outlook and growth from FY 2026.SGP
H2 202523 Nov 2025 - Strong financials, strategic growth, and all resolutions passed with robust shareholder support.SGP
AGM 202516 Oct 2025 - FY26 guidance held as leasing spreads and sales rise across key segments amid market uncertainty.SGP
Q1 2026 TU15 Oct 2025 - Robust leasing, resilient retail, and MPC acquisition progress support FY25 outlook.SGP
Q1 2025 TU13 Jun 2025 - FY25 guidance held as leasing, sales, and capital metrics remain strong across segments.SGP
Q3 20256 Jun 2025
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