Real estate small cap is rallying again after results

Earnings momentum continues as the office-space provider delivers record profit, stronger cash generation, and higher shareholder payouts in FY25.

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one man in a classic navy blue business suit lies atop a wheelie office shair while his colleage, also in a navy business suit, grabs him by the legs and propels him forward with both of them smiling widely as though larking about in the office.

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Servcorp Ltd (ASX: SRV) is a small-cap stock that continues to capture investor attention, not just for its strong performance but also for the unique flair it brings to reporting results. Every six months, shareholders are treated to announcements that stand out in a sector often associated with dry financial updates.

Eye-catching fonts, vivid imagery, and candid commentary from CEO Alf Moufarrige have become a hallmark of the company's style. Moufarrige goes beyond the numbers, weaving in business stories and frank insights that set Servcorp apart from traditional property developers and REITs.

On Friday, Servcorp reported its full-year results for FY25. Since the announcement, shares have climbed more than 9%, extending a rally that has seen the stock rise over 50% across the past twelve months.

Earnings hit record highs

The headline figure was an underlying net profit before non-cash impairments and tax (NPBIT) of $69.1 million. That marked a 23% increase on FY24 and highlighted the company's ability to lift earnings despite a mixed environment for office property.

Underlying free cash generation also impressed, rising 17% to $84.9 million. This robust cash position gave management confidence to lift dividends while keeping more than 140 million dollars in cash and investments on hand at 30 June.

Statutory profit also grew strongly. Net profit before tax came in at $62.6 million, up 46% year on year, while net profit after tax rose 36% to $53.1 million. Earnings per share (EPS) climbed 35% to 53.8 cents. Net tangible assets increased 22% to $2.17 per share.

Dividends step up

Income investors have reason to smile. The board declared a final dividend of 14 cents per share, 10% franked, bringing the total FY25 payout to 28 cents per share, up 12% from FY24.

Looking ahead, Servcorp suggested that dividends for FY26 are not expected to fall below 30 cents per share. 

Building for stability

Founded in Australia, Servcorp provides serviced offices, virtual offices, co-working spaces, and meeting rooms in major cities around the world. Its footprint spans markets such as New York, London, Paris, Tokyo, Hong Kong, Dubai, and Sydney.

This model allows the company to benefit from global exposure without relying heavily on any single property market. The mix of flexible office solutions has also found a place in a post-pandemic world, where businesses value adaptability over long-term leases.

Foolish Takeaway

Servcorp is the kind of "boring but beautiful" stock that often flies under the radar. Its steady rise in profits, disciplined cash management, and consistent dividends have quietly created meaningful shareholder value. With the share price already up sharply in 2025, investors may be taking greater notice of this global office provider's strong run.

Motley Fool contributor Leigh Gant 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 recommended Servcorp. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

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