FY26 Annual Results
20 AUGUST 2026
WELCOME
Agenda Highlights and portfolio performance
Page 04
Development update
and summary
Page 15
Financial results
Page 11
Appendices
Page 24
Peter HuddleCEO and Managing Director
Adrian ChyeChief Financial Officer
Vicinity Centres FY26 Annual Results | 20 August 2026 2
ACKNOWLEDGEMENT OF COUNTRYVicinity Centres acknowledges the Traditional Custodians of the land and pays respect to Elders past and present.
As a business that operates in many locations across the nation, we recognise and respect the cultural heritage, beliefs, and relationship with the land, which continue to be important to the Traditional Custodians living today.
Vicinity Centres FY26 Annual Results | 20 August 2026
'Looking Forward' by Emma Hollingsworth, featured in Vicinity's Innovate Reconciliation Action Plan.
3
Highlights and portfolio performance
Peter Huddle
CEO and Managing Director
Queen Victoria Building, NSW
STRATEGIC AND FINANCIAL HIGHLIGHTS
FY26 results showcase consistently executed strategy, disciplined capital allocation and resilient sector fundamentals
$1,391.2m
STATUTORY NET PROFIT
FY25: $1,004.6m
Acquired
UPTOWN s DFO EASTERN CREEK1
Invested $563m in upweighting portfolio to CBD and Outlets in Brisbane and Sydney
+4.2%
COMPARABLE NPI GROWTH4
Enhanced asset quality and strong portfolio metrics
FY25: +3.7%
26.1%
GEARING
Proforma gearing5: 26.5%
Jun-25: 26.6%
$700.1m
FUNDS FROM OPERATIONS
FY25: $673.8m
Divested
NON-STRATEGIC ASSETS2
$327.2m, at 18.2% premium.
$447.2m at 18.4% premium including
Taigum Square3
99.6%
PORTFOLIO OCCUPANCY
Tight supply of quality retail floor space and retailer demand FY25: 99.5%
$2.0b+
DEBT TRANSACTIONS
WAM6 extended from
3.8 years to 5.1 years
12.40 cps
ANNUAL DISTRIBUTION
FY25: 12.00 cps
Completed
CHATSWOOD CHASE
Home to most comprehensive and compelling luxury offer in NSW outside of Sydney CBD
+4.2%
LEASING SPREAD
Retailer demand for differentiated and productive asset portfolio FY25: +2.5%
NTA uplift
NET TANGIBLE ASSETS
up 19 cents per security, or 7.7% to $2.59 over FY26
Acquisition of the remaining 75% interest in Uptown for $212m, which settled in August 2026. Acquired DFO Eastern Creek for $351m.
Represents premia to June 2025 book values.
In August 2026, Vicinity entered into binding arrangements to divest Taigum Square for $120.0 million. Settlement is expected in September 2026.
Comparable NPI growth excludes reversal of prior year provisions, transactions and development impacts.
Represents headline gearing adjusted for the acquisition of the residual 75% interest in Uptown and divestment of Taigum Square and ancillary land at Ellenbrook Central, both expected to settle in September 2026.
Weighted average drawn debt maturity, 3.8 years as at 30 June 2025.
Chatswood Chase, NSW
Vicinity Centres FY26 Annual Results | 20 August 2026
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Vicinity Centres published this content on August 20, 2026, and is solely responsible for the information contained herein. Distributed via Public Technologies (PUBT), unedited and unaltered, on August 20, 2026 at 08:19 UTC.
