Latest Strategic Portfolio News

Vicinity Centres reported a robust FY25 with statutory net profit soaring to $1 billion, driven by strategic portfolio repositioning and strong leasing momentum. The company’s focus on premium retail assets and key developments underpin a cautiously optimistic outlook for FY26.

Stockland delivered a robust FY25 with a statutory profit of $826 million, underpinned by strategic portfolio reshaping and expanded capital partnerships. The company sets a confident FY26 outlook, targeting higher funds from operations per security and sustained distributions.

Spark New Zealand reported FY25 results within updated guidance, unveiling a strategic sale of a majority stake in its data centre business and a renewed five-year focus on core connectivity. The company’s transformation and capital management reset aim to stabilize performance and deliver sustainable shareholder returns.

Fletcher Building reported a $419 million net loss for FY25 on softer demand and legacy costs but halved its net debt to $999 million through strategic capital management and divestments.

Sims Limited reported a 4.1% increase in sales revenue to A$7.494 billion for FY25, alongside a 48.1% jump in underlying EBITDA to A$430 million. Despite a statutory net loss, the company declared a fully franked final dividend of 13 cents per share, reflecting confidence amid market challenges and portfolio reshaping.

Charter Hall Retail REIT reported a solid FY25 with a $4.3 billion property portfolio post-CCRF transaction, stable earnings, and a strategic acquisition of Hotel Property Investments enhancing income growth. The REIT also commits to net zero emissions by 2025, underscoring its sustainability leadership.

Lowell Resources Fund (ASX, LRT) reported a stellar FY2025 with net assets soaring 72.5% to $72.3 million and profits jumping over 1400%, driven by strong gold and precious metals exposure.

Adelong Gold has bolstered its cash reserves by $750,000 through the sale of Sarama Resources shares, positioning itself to advance high-grade gold exploration at its Apollo and Lauriston projects in Victoria.

Amcor has completed its transformative acquisition of Berry Global, reporting a 43% jump in quarterly net sales and projecting strong earnings growth for fiscal 2026. The company’s strategic portfolio review and synergy realisation efforts underpin an optimistic outlook.

Abacus Storage King (ASK) delivered a robust FY25 performance with a statutory profit leap to $289 million, driven by operational strength and strategic expansion. The company outlines a confident FY26 outlook backed by a strong development pipeline and ongoing platform innovation.

Orora reported a solid FY25 with EBIT up 9.5% and NPAT rising 18%, driven by full-year Saverglass contribution and robust cans volume growth. The company completed its portfolio transformation by divesting OPS and is investing heavily in cans capacity amid a challenging global environment.

Orora Limited reported a 24.4% increase in FY25 revenue to A$2.09 billion, marking the completion of its strategic portfolio reshaping with the sale of its North American packaging business. The company advances sustainability targets while maintaining steady dividends and a share buyback program.