Company Interview / Centuria lifts guidance amid digital infrastructure push

Key Points:

FY26 earnings guidance upgraded following $54.6 million profit after tax $500 million in real estate acquisitions completed, $800 million in due diligence Private credit loan book grows to $2.5 billion Expansion into digital infrastructure and AI-focused data centres through Reset Data

Centuria Capital Group (ASX:CNI) has delivered an operating profit after tax of $54.6 million, prompting an upgrade to its FY26 guidance. John McBain states Centuria has finalised half a billion dollars in real estate acquisitions, while an additional $800 million remains in secured or due diligence transactions. The company has also achieved full ownership of Centuria Base Credit, positioning its real estate finance platform to capitalise on improving market conditions and a growing network of over 15,000 private investors.

McBain highlights a strong rise in property funds management revenues and profits, alongside robust returns from Centuria’s private credit business, which now holds a $2.5 billion loan book. The acquisition of the Aero Infrastructure Fund, bringing $440 million in assets under management and expanding Centuria’s high net worth investor base, is described as a welcome addition. McBain emphasises that disciplined inorganic growth targets sectors with unique opportunities and accretive benefits for security holders.

Turning to the group’s digital infrastructure ambitions, McBain points to a significant investment in data centres, securing a position in AI-enabled real estate. Centuria holds 50% of Reset Data, an Nvidia-certified Neo Cloud partner, and recently constructed a supercomputer in Melbourne using liquid-cooling technology. McBain suggests efficient, low-power data centres will provide a crucial competitive edge as demand rises.