REA Group Posts 15% Revenue Growth and 31% Dividend Increase in FY25

Strong Financial Performance

REA Group Ltd (ASX, REA) has released its full-year results for the financial year ended 30 June 2025, showcasing a solid performance driven by growth across its core digital property platforms and financial services. Revenue climbed 15% year-on-year to A$1,672.8 million, while net profit after tax from core operations rose 23% to A$564.4 million. This strong financial footing enabled the Board to declare a fully franked final dividend of 138 cents per share, bringing the total dividend for FY25 to 248 cents per share, a notable 31% increase from the prior year.

Audience and Product Growth

The company’s flagship site, realestate.com.au, attracted a record average monthly audience of 12.1 million Australians, extending its leadership position with a 5.4 million visitor lead over its nearest competitor. Complementary platforms such as realcommercial.com.au and property.com.au also achieved record audience numbers, while flatmates.com.au maintained its dominance in the share accommodation market. REA India, with a 78% stake in the business, delivered 25% revenue growth, driven by its app-first strategy focusing on Housing.com, which saw a 19% increase in app traffic year-on-year.

Strategic Investments and Divestments

REA continued to expand its financial services footprint, notably acquiring a 19.99% stake in Athena Home Loans, a fast-growing digital non-bank lender. This investment complements Mortgage Choice, the Group’s mortgage broking franchise, which experienced increased submission and settlement volumes amid improving market conditions. In a strategic move, REA divested its 17.2% stake in PropertyGuru Group in December 2024, exiting the Southeast Asian market to sharpen its focus on core growth areas.

Leadership Transition and Culture

After more than a decade with REA, including six years as CEO, Owen Wilson announced his retirement in February 2025. Under his leadership, REA cemented its position as a leading Australian technology company with consistent shareholder returns. The company praised Wilson’s contribution and highlighted its strong leadership bench, including the recent appointment of Chief Strategy Officer Jane Cohen, to support the transition. Employee engagement remains high, with an 89% engagement score in Australia and Great Place to Work certifications in both Australia and India.

Sustainability and Innovation

REA has embedded sustainability into its strategic agenda, achieving an upgraded MSCI ESG rating of AAA and inclusion in the Dow Jones Sustainability Indices and FTSE4Good Index. The Group has set ambitious emissions reduction targets aligned with the Science Based Targets initiative, aiming for net zero across scopes 1, 2, and 3 by 2050. Technological innovation remains a priority, with accelerated investment in artificial intelligence to enhance personalised consumer experiences and operational efficiency.

Governance and Risk Management

The Board maintains robust governance and risk management frameworks, overseeing strategic execution, compliance, and emerging risks including climate change. REA’s strong balance sheet, with cash reserves of A$429 million and no external debt following the PropertyGuru divestment, positions the company well for future growth and market challenges.