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Centuria Industrial REIT
HY26 interim results

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Centuria Industrial REIT – HY26 results

Australia’s largest listed, domestic pure play industrial REIT.

Centuria Industrial REIT (ASX:CIP) reported strong interim results for the 2026 financial year, delivering earnings growth underpinned by strong leasing activity, and proactive capital management that has reinforced the CIP balance sheet.

During the period, CIP transacted approximately 144,000 sqm of leasing, representing c.11% of portfolio GLA, resulting in average re-leasing spreads of +20% and an increased portfolio occupancy of 95.7%. The REIT benefits from continued tenant demand for urban infill assets with CIP’s portfolio 85% weighted to these markets.

The completed leasing supported a $75 million valuation gain1, the fourth consecutive period of valuation gain.

CIP also refinanced $450 million of debt on competitive terms, with margins secured c.10-20bps lower than previous terms, which extended its Weighted Average Debt Expiry to 4.0 years. The REIT also settled $325 million of Exchangeable Notes at a fixed coupon of 3.50% per annum.

Quicklinks

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9.1 cpu

FFO Delivered in HY26

Icons_Money coins-42
18.2-18.5 cpu

FY26 Upgraded FFO guidance2,3

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5.1%

HY26 like for like NOI Growth

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85%

Urban infill exposure

CIP HY26 results highlights

Grant Nichols, CIP Fund Manager, discusses the Trust’s HY26 highlights.

85

High quality assets

$3.9bn

Portfolio book value

95.7%

Portfolio occupancy4,5

7.1yrs

Portfolio WALE4

Providing unitholders with exposure and diversification across the major sub-sectors of industrial real estate.6

Distribution centre

DISTRIBUTION CENTRES

Manufacturing

MANUFACTURING & PRODUCTION

transport logistics

TRANSPORT LOGISTICS

Data Cantres

DATA CENTRES

cold stores

COLD STORAGE

42% portfolio value24% portfolio value14% portfolio value12% portfolio value7% portfolio value

1. On a like for like basis. Excludes capital expenditure incurred.
2. Guidance remains subject to unforeseen circumstances and material changes to operating conditions and assumes an FY26 average all in cost of debt of 4.9%.
3. FY26 FFO guidance range was upgraded to 18.2-18.5 cpu in October 2025.
4. By income.
5. Excludes 74-94 Newton Road, Wetherall Park, NSW which has been withdrawn for redevelopment.
6. By value. 1% development land.