Vicinity Centres Stapled Securities (CNRAF) Q4 2026 Earnings Call August 19, 2026 9:00 PM EDT
Company Participants
Peter Huddle – CEO & MD
Adrian Chye – Chief Financial Officer
Conference Call Participants
Solomon Zhang – UBS Investment Bank, Research Division
Connor Eldridge – JPMorgan Chase & Co, Research Division
Carl Braganza – Jarden Limited, Research Division
David Pobucky – Macquarie Research
James Druce – CLSA Limited, Research Division
Howard Penny – Citigroup Inc., Research Division
Simon Chan – Morgan Stanley, Research Division
Thomas Ryan
Presentation
Operator
Thank you for standing by and welcome to Vicinity Centres’ FY ’26 Annual Results Briefing. [Operator Instructions]
I would now like to hand the conference over to Mr. Peter Huddle, CEO and Managing Director. Please go ahead.
Peter Huddle
CEO & MD
Good morning and thank you for joining us for Vicinity Centres’ results call for the 12 months ended 30th of June 2026. Joining me on today’s call is Adrian Chye, our Chief Financial Officer.
I will start today’s presentation on Slide 5. FY ’26 was another year of important progress for Vicinity with disciplined investment, capital allocation and operational execution reflected in our financial results, portfolio metrics and strengthened balance sheet. Our strategy remains clear to own and operate premium and differentiated retail portfolio capable of delivering superior income and value growth through cycles. The structural conditions underpinning this strategy remain in place. Retail supply per capita continues to contract and leading discretionary retailers are prioritizing high quality productive assets.
In this context, we completed the $625 million transformation of Chatswood Chase with the asset now home to the largest and most compelling luxury offer in New South Wales outside Sydney CBD. We have secured full ownership of Uptown having acquired the remaining 75% interest for $212 million. Uptown is a landmark Brisbane CBD asset with significant growth potential. We acquired DFO Eastern Creek, increasing our