Mirvac Group FY25 earnings: return to growth in sight

Mirvac Group posted FY25 profits and distributions in line with guidance, with rising residential sales and renewed growth targeted for FY26.

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The Mirvac Group Ltd (ASX: MGR) share price is in focus today after the company reported a FY25 operating profit of $474 million and a distribution totalling $355 million, both in line with guidance.

What did Mirvac Group report?

  • Operating profit after tax of $474 million (down from $552 million in FY24)
  • Statutory profit of $68 million (FY24: $805 million loss)
  • Operating earnings per stapled security of 12.0 cents
  • Distribution of 9.0 cents per stapled security, totalling $355 million
  • Net tangible assets (NTA) of $2.26 per security (FY24: $2.36)
  • Headline gearing of 27.6% and $1.2 billion available liquidity

What else happened in FY25?

Mirvac increased its exposure to the living sector, completing three new build-to-rent assets in Melbourne and Brisbane and expanding its land lease portfolio with three new communities. Residential sales activity lifted, settling 2,122 lots and exchanging a further 2,100 (up 39% on FY24), with $1.9 billion in pre-sales providing good visibility of future earnings.

The business strengthened third-party capital relationships, raising $1.6 billion of new capital, and expanded its Build to Rent Venture to more than 2,100 apartments. Investment property valuations improved in the second half, with strong portfolio occupancy at 98%.

What did Mirvac Group management say?

Commenting on the result, CEO and Managing Director Campbell Hanan said:

Our FY25 results demonstrate the continued execution of our strategy and our focus on setting the business up for a return to growth in FY26 and beyond. We grew our living sector exposure, expanded third-party capital relationships, improved operating metrics in our investment portfolio and progressed our development pipeline, all while ensuring the balance sheet remained in good shape.

What's next for Mirvac Group?

Looking to FY26, Mirvac expects improved conditions across all sectors, supported by easing inflation and interest rates. Management is targeting operating earnings per security of 12.8–13.0 cents (a 6.7–8.3% increase) and a distribution of 9.5 cents, pending stable market conditions.

Growth is expected to come from new development income, capital partnering initiatives, and a ramp-up in residential projects. Strong pre-sales and development pipelines leave Mirvac well placed to benefit from any sector recovery.

Mirvac Group share price snapshot

Over the past 12 months, Mirvac Group has run slightly ahead of the market. Mirvac Group shares are up 15%, compared to 13% for the S&P/ASX 200 Index (ASX: XJO).  

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Motley Fool contributor Laura Stewart has no position in any of the stocks mentioned. The Motley Fool Australia's parent company Motley Fool Holdings Inc. has no position in any of the stocks mentioned. The Motley Fool Australia has no position in any of the stocks mentioned. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips. This article was prepared with the assistance of Large Language Model (LLM) tools for the initial summary of the company announcement. Any content assisted by AI is subject to our robust human-in-the-loop quality control framework, involving thorough review, substantial editing, and fact-checking by our experienced writers and editors holding appropriate credentials. The Motley Fool Australia stands behind the work of our editorial team and takes ultimate responsibility for the content published by The Motley Fool Australia.

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